Question for STR accountants / bookkeepers in the US

Question for STR accountants / bookkeepers in the US

Property Manager 路 Cyprus 路 Member since 2026 路 12 posts 路 4 votes

I run around 50 short-term rentals in Cyprus (European island)and I also offer finance support for other STR operators, mainly around owner statements, income and expenses, reconciliation, bank transactions, receipts etc.

I鈥檓 currently looking more into the US market and would like to understand if the finance workflow there is very different from what I am used to.

For those of you working with STR managers in the US, is there anything specific you would expect to be handled differently before everything goes to the accountant/bookkeeper?

Just trying to get a better feel for how this normally works in the US and if there are any important differences I should be aware of.

Would be great to hear how you guys handle it.

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  • John UnderwoodPro Member
    Investor 路 Greer, SC 路 Member since 2014 路 13k+ posts 路 17k+ votes
    1w

    My CPA says I am one of his most organized clients.

    I don't use a book keeper.

    I track income and expenses in a spreadsheet.

    I have every expense detailed and Excel adds it up for me with a few formulas.

    I have different sections for each deductible type.

    I have a different section for mileage.

    It is very easy and takes little time to keep up with everything this way.

    I have a tab for each property to keep everything separated.

    I don't see any reason to change what works great for me.

    It doesn't take my CPA long to do my taxes due to my organization.

    • Property Manager 路 Cyprus 路 Member since 2026 路 12 posts 路 4 votes
      1w

      Haha, with 13k+ posts I guess it鈥檚 allowed to miss the actual question once in a while 馃槃

      I was specifically asking accountants/bookkeepers who work with STR property managers in the US about the workflow before things reach them.

      But no worries. Thanks for sharing how you handle yours.

  • Accountant 路 Long Island, NY 路 Member since 2021 路 184 posts 路 148 votes
    1w
    Quote from @Eduard Friesen:

    I run around 50 short-term rentals in Cyprus (European island)and I also offer finance support for other STR operators, mainly around owner statements, income and expenses, reconciliation, bank transactions, receipts etc.

    I鈥檓 currently looking more into the US market and would like to understand if the finance workflow there is very different from what I am used to.

    For those of you working with STR managers in the US, is there anything specific you would expect to be handled differently before everything goes to the accountant/bookkeeper?

    Just trying to get a better feel for how this normally works in the US and if there are any important differences I should be aware of.

    Would be great to hear how you guys handle it.

    Hi Eduard,

    Not much different. If a client pays a PM company, the only things that likely won't be captured on their owner statement/PM statement are items NOT handled by the PM company. Think mortgage interest, ptax, utilities.

    However, if you are being paid for full-service bookkeeping, I'd hope the bookkeeper catches everything. It seems like you are running a PM company but also offering full-service bookkeeping.

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