Financial Services for Property Investors
Clear financials today. Smarter decisions tomorrow.
At Solvent LLC, we help property investors in Los Angeles and Orange Counties keep their finances organized and make better decisions. Whether you need QuickBooks setup, cleanup, investment analysis, or a cost segregation study, we give you the clarity you need to move forward with confidence.
QuickBooks Setup vs. Cleanup
Don’t have QuickBooks yet?
QuickBooks Setup gives you a clean starting point.
Create a new QuickBooks file tailored for real estate investors
Build a chart of accounts specific to your property type
Import and categorize up to 12 months of income and expenses
Reconcile bank and credit card accounts
Deliver a clean Profit & Loss statement and optional Balance Sheet. Provide prior year tax return including depreciation schedule for accurate reporting of depreciated assets.
Pricing: $1000 and up (depending on property size and number of accounts and transactions)
Already have QuickBooks but it’s messy?
QuickBooks Cleanup puts your books back in order.
Review and correct existing transactions
Fix mis-categorizations and duplicate entries
Reconcile accounts with actual bank statements
Tie rent roll and expenses into accurate reports
Deliver a clean Trailing 12-month or previous year P&L and optional Balance Sheet. Provide prior year tax return including depreciation schedule for accurate reporting of depreciated assets.
Pricing: $900 and up (depending on complexity of existing records)
Why It Matters
Taxes – Maximize deductions, avoid IRS red flags, and make filing smooth
Loans & Refinancing – Lenders require clean trailing-12 financials
Valuation & Exit – Accurate books = stronger NOI and better sales price
Peace of Mind – Know exactly what’s coming in, going out, and where you stand financially
After setup or cleanup, we offer ongoing bookkeeping so your books stay clean all year.
Please note the following items are needed in order to complete a bookkeeping project.
Get started now by creating a login and filling out our Bookkeeping Questionnaire. We will respond with a quote.
Financial Analysis for Real Estate Investors
Clean books are the foundation. But what you really want to know is: How will this investment perform?
Our Financial Analysis services use advanced Excel modeling to project returns and test scenarios, giving you insights beyond the rent roll.
What’s Included:
Pro forma cash flow modeling (5–10 years)
Return metrics: IRR, equity multiple, and cash-on-cash return
Valuation tools: cap rate, GRM, DSCR calculations
Scenario testing: rent growth, interest rates, expense adjustments
Tax overlays: depreciation, bonus depreciation, and after-tax return impact
Pricing:
Small property (1–4 units): $750 – $1,200
Mid-size (5–20 units): $1,500 – $2,500
Larger or complex deals: Custom quote
Documents and information needed to perform an accurate analysis include:
Get started now by creating a login and filling out our Real Estate Analysis Questionnaire. We will respond with a quote.
Cost Segregation for Bigger Tax Savings
*Please see our dedicated page for more information on Cost Segregation
A cost segregation study allows you to accelerate depreciation by reclassifying certain building components into shorter-lived categories (5, 7, or 15 years instead of 27.5 or 39). This strategy can:
Increase cash flow by lowering taxable income
Reduce current-year tax liability
Capture missed depreciation
Pair with bonus depreciation for even greater benefits
We partner with Pacific Skyline, Inc. for the engineering analysis, and Solvent LLC handles the tax strategy and IRS filings.
Request a quote now at pacificskyline.us.
Tax Services for Real Estate Investors
Owning rental property comes with unique tax opportunities—and challenges. I help property owners maximize deductions and minimize surprises by tracking all eligible expenses, improvements, and repairs. From mortgage interest and property taxes to depreciation strategies, we ensure your return reflects the true cost of ownership while taking advantage of every allowable tax benefit. Whether you own one unit or multiple properties, We make sure your tax filings are accurate, compliant, and optimized for long-term wealth building. For more information on tax prep pricing, please visit the pricing page.
Full Service Property Management of Residential Rentals
We have solutions for full-service property management which includes the following
- Property Management
- Leasing
- Maintenance
- Accounting
Why Work With Us
Specialized for property investors
Based in coastal Southern California, we understand local market realities
End-to-end clarity — clean financials, smarter acquisitions, and tax savings strategies like cost segregation
Ready to Get Started?
Send us your QuickBooks file or bank statements.
We’ll provide a firm quote
Within weeks, you’ll have clean books, actionable insights, and/or a plan to maximize your returns.
Quickbooks Setup
Starting At
$1000
Includes 12 Months P&L
Quickbooks Cleanup
Starting At
$900
Includes 12 Months P&L
Real Estate Analysis
Starting At
$750
Includes one property
Cost Segregation
Please contact us
Quote
Per Property
*Quickbooks services do not include tenant ledger nor ongoing Accounts Payable/Receivable or Payroll Services.