Free Bookkeeping Tools for Flippers and Real Estate Investors
Download any of the 6 directly. There is nothing to sign up for.
Every example inside uses a made-up company, such as Demo Flips LLC from our real estate bookkeeping report example. Every number in them is invented data. Delete the example rows and type your own.
Year-end checklist for your CPA
Everything to gather for your CPA after December 31, with a tick box for each item.
- The core list every investor needs, then a list each for flips, wholesale deals and rentals.
- Why each item is needed and where it usually comes from.
- The 2026 tax-year dates for Form 1099-NEC and Form 1065, with their IRS sources.
Demo Flips LLC had 3 flips still unsold at the end of September 2026, and 1 contractor with no W-9 on file.
Each item is explained in the year-end bookkeeping checklist guide.
Chart of accounts for house flippers
The accounts a flip business needs, with what posts to each one and why it exists.
- The core accounts every investor uses.
- The accounts only a flip needs: one property account per flip, rehab, loan costs, holding costs and selling costs.
- A tab showing where each kind of line in a sample company’s books posts.
Every example line comes from the books of Demo Flips LLC, the company in our sample report.
The full map, with wholesale and rental accounts, is in the real estate chart of accounts.
Deal profit tracker
One row per flip: purchase and closing costs, the rehab against its budget, loan costs, holding costs, selling costs, profit and return on your own cash.
- A deals tab that works out net profit, days held and return on cash as you type.
- A budget against actual tab for one rehab, category by category.
- A holding costs tab that adds up each month and shows when holding costs pass what the sale will leave.
The example rows are Demo Flips LLC: Project 7 ran 31% over its rehab budget, and Project 4 lost $6,469 after 216 days.
To estimate a deal before you buy, use the house flipping calculator. To track rehab costs by category, see job cost accounting for house flips.
Lender track-record sheet
The deal history a lender asks for before it funds your next flip.
- One row per completed deal: bought, rehab, sold, days held and the loan paid off.
- A summary at the top: deals completed, purchase and sale volume, average days held.
- Profit in its own column, so you can delete it before you send the sheet.
The example rows are the 7 sold flips of Demo Flips LLC, with each hard money loan paid off at the sale.
How each loan is recorded, from points to payoff, is in hard money loan bookkeeping.
Contractor W-9 and 1099 tracker
A W-9 for every contractor, every payment logged with how it was paid, and each contractor’s total for the year.
- A contractors tab with W-9 status and the year’s total, split by how each payment was made.
- A payments tab to log every payment by date, contractor and property.
- A count of contractors still missing a W-9.
The example is Demo Flips LLC and its 6 contractors. Demo Framing Crew has no W-9 on file yet.
We deliver 1099-ready reporting, and you or your CPA file the 1099s. What to keep and when is in contractor 1099 records.
Cost, draw and subcontractor tracker for spec builders
One row per house: what it cost, what it sold for, profit and margin, with your loan draws and what you have paid each subcontractor.
- A houses tab that works out total cost, net profit, margin and days to build as you type.
- A budget against actual tab for one house, and a loan draws tab with the balance left after every draw.
- A subcontractors tab with W-9 status, payments by house, the year’s total and a count of W-9s still missing.
The example is Example Ridge Homes LLC, a made-up builder with 6 houses: House 4 made a 13.3% margin on its sale, and 2 subcontractors have no W-9 on file.
Flipping houses instead of building them? The deal profit tracker above is built for that.
Would you rather have the books kept for you?
These tools help you keep your own records. If you would rather have the books kept for you and closed every month, our real estate bookkeeping pricing shows what it costs.