Lionshare Bookkeeping · Real Estate Bookkeeping & CFO Services · Since 2017
Real Estate Investors: It’s Time to Outsource Your Bookkeeping
We offer full-service bookkeeping exclusively to real estate investors — monthly
statements with a video summary, a dedicated team who knows your portfolio, and the four numbers
that run your whole business, kept current. You got into this business for three things:
TIME… MONEY… SANITY. We give them back.
Start with a 15-minute phone call. Bring your numbers as they are — messy is fine. Leave knowing exactly where they stand and what they’d take to run themselves.
QuickBooks Certified ProAdvisor — Online
Xero Certified Advisor
Hubdoc Certified
Real Estate Investors Only
On-Time-or-Refund Guarantee
Ben Day · Founder & Owner “I’m Ben Day, owner of Lionshare Bookkeeping.”
THE D.O.O.R. METHOD Four numbers run the business. He’ll show you yours.
Certified on the platforms your books run on
Intuit QuickBooks Certified ProAdvisor — Online
Xero Certified Advisor
Hubdoc Certified QBO ProAdvisor
Hubdoc Advanced
Exclusively Real Estate Investors
Founded 2017 · Oklahoma-based, Nationwide
The D.O.O.R. Method — his system, published in his own blog
There are only four numbers you NEED to know.
“We believe that there are only four numbers you NEED to know in order to get control of your
real estate investment business.” His system is called the D.O.O.R. Method — and it covers
the crucial numbers in property business planning. Don’t take the acronym’s word for
it. Build the door yourself: take one sample rental, place each of its four
numbers, and watch what’s standing on the other side.
SAMPLE PROPERTY — ONE RENTAL, ONE MONTH · FIGURES ARE AN ILLUSTRATION
4 of 4 numbers in place — the door is open.
With these four numbers, you can create a lucrative business plan that is maintained through consistent bookkeeping. That’s the whole method — the rest is keeping them current.
THE D.O.O.R. METHOD
SAMPLE READOUT — ILLUSTRATION
$1,595Total monthly obligations
$600Kept free and clear — owner pay
24%Owner pay as a share of rent
52%Debt as a share of rent
13%Overhead as a share of rent
$255The cushion left over
$7,200Owner pay, annualized
That’s the arithmetic. His calculator goes further: 4 easy numbers in — the 7
most important financial metrics you need to run a great real estate investing business
out, plus 3 bonus metrics.
His published list — the most common investor financial problems:
Overpaying in taxes
Not qualifying for loans
Spending too much money in rental businesses
Not paying out profits to owners
Forgetting about “key performance drivers”
Not managing portfolio leverage
Ignoring portfolio returns
Who we serve — five segments, and no one else
Bookkeeping that speaks your dialect of real estate.
A generalist bookkeeper learns your business on your dime. We only do this — so pick your segment and read your own situation, in our clients’ language:
“We help real estate investors with cash-flowing assets protect & understand their finances, without forcing them to spend hours at their desk on Quickbooks.”
Designed for folks that own cash-flowing assets — period.
Income & expenses tracked per property
Balance Sheet, rehabs, loans, and equity — tracked
Automate rent collection & late fees
Bill pay, delegated off your desk
Reports for your bankers, business partners, and tax planner
“It’s time to pay yourself! We help house flippers keep track of their projects and their profits, without overpaying taxes. Get clear, action-approved feedback.”
One wrong decision can cost you thousands. One mistake can ruin your profit.
Every project and its profit, tracked
Rehab budget tracking, while the rehab is still changeable
Bill-pay delegation — with your approval
Protection from tax overpayment: complete books your preparer can actually use
“Time is money and it’s all about the money! That’s why we help Realtors and Wholesalers get out of the office and back to building their businesses.”
Someone is buying a house. Someone is selling a house. You had better get paid.
Income & expenses tracked per deal
Marketing ROI, isolated — know which spend earns
Maximize tax deductions, with records that back every one
“We hear it all the time — bookkeeping isn’t your job!”
Will my customers be happy with the payments I send them? Will I have enough money for my business after I pay them? Sleep on both answers.
Income & expenses per property, per owner
Owner reports backed by documentation
Automate rent collection
Owner payouts, approved before they go out
Separate your books from your customers’
“We consistently see property managers that do great work in leasing and maintenance, but their accounting is a little messy. That’s where we come in.”
No guessing, no rounding, no busy work.
Income & expenses per property, per syndication
Investor reports with documentation
Owner payouts, approved before they go out
Separate your books from your owners’
Running short- or medium-term rentals? You’re in the Managers family — same per-property, per-owner discipline. And every service, for every segment, carries the same two promises: quality time with an expert accountant who knows your business — and if we’re not delivering on time, we refund your money. Guaranteed.
Monthly bookkeeping — the core service
Full-service bookkeeping, exclusive to real estate investors.
Not a generic close with a property tab bolted on. Every part of the monthly service was built for portfolios, projects, and payouts:
Statements with a video summary, every month
Your financial statements, delivered with a video summary every month — so the numbers arrive explained, not just attached.
A dedicated team, assigned to you
A bookkeeper, quality control, and a manager who know your portfolio — with monthly meetings to review it together.
Your stack, includable
All costs can include your QuickBooks Online and Receipt Bank subscriptions. One less set of logins and invoices to chase.
Custom reporting & loan packet prep
Custom reporting and loan packet prep, available to qualifying clients — books a lender can say yes to.
Five minutes a month of your time
Our goal — you spend 5 minutes a month working with us, and as much time as you want reviewing with us.
The separation-of-duties line
“We are firm believers in the separation of duties, which means we will never sign any checks on the behalf of a client.” You approve the money. We keep the proof.
Not ready to outsource? Side Hustle Assistance.
For real estate investors that need a little help before outsourcing — coaching and assistance to get your own books standing straight, from the team that will happily take them over later.
First, we get clear on your goals and run a deep-dive analysis of your current finances — where the money actually goes today, property by property.
2
CUSTOMIZE
Then your bookkeeping is customized to your portfolio, with reporting that is a) real estate specific, b) simple to understand. No generic chart of accounts, no jargon.
3
OPTIMIZE
“Bookkeeping is historical. Optimization means that we study the past to affect positive change on future finances.” The books stop being a record and start being a lever.
For portfolios that have outgrown just bookkeeping.
Helping real estate investors transform their slow-growth businesses into cash-generating machines. This exclusive, high-performance system is separate from our standard bookkeeping services — it adds the systems, accountability, and CFO-level reading of your numbers that growth actually runs on, including access to our in-house database of real estate business cash flow information: see how you’re doing compared to your competition, on a national level.
Who qualifies
A bookkeeping system in place — we prefer ours
Generating a minimum of $500,000 a year in sales
Willing to commit at least 12 months
Coachable — and willing to take massive action
The fee model — published, in full
Outsourced bookkeeping is charged at our regular rate. The additional features, systems, and accountability in the S.M.A.R.T. Leverage System do not have a pre-set, “due-up-front” fee:
“If it doesn’t work for you, we don’t charge anything. Instead, we calculate our S.M.A.R.T. fee based on the growth we can get for your business.”
What this is not
✕Not tax advisory services. Your tax planner gets bank-ready books; we don’t sit in their seat.
✕Not financial advisory services. We advise on your business’s finances — not your investments.
✕Not standard bookkeeping. That’s the foundation S.M.A.R.T. stands on — a separate service, above.
Schedule A CallBring your numbers. If the system fits, you’ll hear exactly how — and if it doesn’t, you’ll hear that too.
Client words — investors, in their own words
The toughest space in bookkeeping, handled.
“Lionshare is awesome. Ben and the team are filling a massive void and catering to (with five-star effectiveness and poise) us Real Estate Investors. This is without doubt the toughest space for most RE investors I know, and this company is really greasing the wheels. Highly recommend.”
Shawn McVicker · Real estate investor
“Ben is an absolute professional! He truly cares about you and your business. I knew from our initial meeting that I wanted Ben to work on our books. He is a great communicator, lays out the details, and makes your life way easier. Highly recommend Ben for your accounting needs!”
Bryan Tilos · Real estate investor
“Ben @ Lionshare is very patient & knowledgeable. I’m very pleased with the accuracy and care being taken with my company’s bookkeeping.”
Dave Campbell · Real estate investor
82%
According to a US Bank study, 82% of ALL businesses FAIL due to cash flow problems — which is why Entrepreneur Magazine says bookkeeping is the FIRST thing your business needs to outsource.
100+
Real estate teams get their finances straight with Ben and his team every month — the practice he built, one portfolio at a time, since 2017.
Since 2017
An active voice where investors actually gather — Ben has been a BiggerPockets member since 2017, answering bookkeeping questions in the community he serves.
Ben Day · Founder & Owner
Meet the owner
“I’m Ben Day, owner of Lionshare Bookkeeping.”
Ben Day started Lionshare Bookkeeping in 2017 with a simple goal — to make enough money for a down payment on a house to kickstart his real estate investing journey. The practice outgrew the goal. Today it is a full-service bookkeeping and CFO firm for the industry he invests in himself — which is why the books here are kept the way an investor reads them.
Before Lionshare, Ben served as CFO of a nine-figure real estate conglomerate with teams dedicated to underwriting, acquisition, lending, construction, property & asset management, and disposition. That seat is where the D.O.O.R. Method came from: four numbers, watched monthly, beat a hundred reports nobody opens.
Today, Ben and his team help over a hundred real estate teams get their finances straight every month — a virtual team of bookkeeping assistants, quality control, video review, upkeep, client managers, and coordinators, running on QuickBooks Online, Receipt Bank/Hubdoc, and Monday.com. And the promise hasn’t changed since the first client: TIME… MONEY… SANITY — the three things you got into business for, handed back.
“All you need are 4 easy numbers from your business, and we can give you the 7 most important financial metrics you need to run a great real estate investing business. We also include 3 bonus metrics.”
The same four numbers you just placed in the door, above — run with yours.
Then the hard questions — answered straight, in the open.
This is for you if…
You invest in real estate — rentals, flips, wholesale deals, managed doors, or syndications — and your books eat the desk time you should be spending on the next deal.
This is not for you if…
You’re looking for a tax preparer or a tax advisor. We’re neither — by design, and in writing. And if you don’t invest in real estate, we’ll tell you honestly that a generalist will serve you better.
A 15-minute phone call. Where your books stand, what they’d take to run themselves, and whether we’re the right team — plainly.
Yes — full-service bookkeeping, exclusively for real estate investors: landlords, house flippers, realtors and wholesalers, property managers, and apartment syndicators, including short- and medium-term rental operators. That focus is the point: your reporting is real estate specific and simple to understand, instead of generic books built for everybody else.
Yes. We are a virtual team and we work all over the United States — serving clients everywhere. Your books, documents, and meetings live online, and we’re available 24/7 by email. Geography has never once reconciled a bank account; a good system does.
No — and that’s by design. We do the bookkeeping and advise on the finances; your reports are delivered ready for your bankers, your business partners, and your own tax planner. Clean, complete books are how overpaying gets prevented: your preparer can’t capture what your records don’t show. Our CFO system says it in its own "what this is not" list: tax advisory services are not part of it.
Financial statements delivered with a video summary every month, from a dedicated team assigned to you — a bookkeeper, quality control, and a manager — with monthly meetings to review them. Our goal: you spend 5 minutes a month working with us, and as much time as you want reviewing with us.
Debt payments — how much you have to pay each month on your loans. Owner pay — how much you keep as "free and clear" cash. Overhead — business expenses not related to the property itself. And rent or revenue — the monthly rent or revenue from the investment. With those four numbers, you can build a real business plan — and our free D.O.O.R. Method Calculator turns them into the 7 most important financial metrics for your business, plus 3 bonus metrics.
Monthly bookkeeping is charged at our regular rate, scoped to the portfolio you actually run — the scope gets set on your call, before you commit to anything. The one pricing model we publish in full belongs to the S.M.A.R.T. Leverage System: it’s for businesses generating at least $500,000 a year, it asks a 12-month commitment, and its fee is performance-based — calculated on the growth the system gets for your business. If it doesn’t work for you, we don’t charge anything.
Never. We are firm believers in the separation of duties, which means we will never sign any checks on the behalf of a client. You approve payouts; we keep the records that prove where every dollar went. That separation protects you as much as it protects us.
Four numbers, kept current by a team that only does real estate — that’s the whole machine.
Statements with a video summary. A door you can finally see through. It starts with one
15-minute phone call.
ANALYZE · CUSTOMIZE · OPTIMIZE
Schedule your call
The button takes you to our contact page, where the calendar lives. Here’s what happens on the call: we look at where your books stand today — the Analyze step — and tell you plainly what they’d take to run themselves, and whether we’re the right team to do it.
Prefer to talk first? Call 405-217-3690 or email ben@lionsharebookkeeping.com — available 24/7 by email. Lionshare Bookkeeping LLC · Oklahoma · serving clients everywhere
