Property Management Accounting You Can Rely On

Transparent, accurate financial management designed to protect your investment and keep you informed with real-time insights.

Get a Free Rental Analysis

A Clear, Accurate Accounting System Built for Owners

Coastal Oak Property Management provides reliable property management accounting services that simplify your financial oversight and protect your long-term investment. Our streamlined accounting system ensures every dollar is tracked, documented, and easily accessible through your secure owner portal.

Detailed Monthly Statements

Easy-to-read reports showing income, expenses, maintenance activity, and property performance.

Real-Time Owner Portal Access

Track rent payments, invoices, work orders, and financial history 24/7.

Rent Collection & Fund Distribution

We collect rent, record payments, and deposit owner funds quickly and reliably.

Bill Payment & Expense Management

We manage approved vendor invoices, utility bills, and recurring charges with full documentation.

Annual Financial Summaries & Tax Forms

Receive year-end statements, 1099s, and organized financial data to simplify tax preparation.

Non-Resident Withholding (When Applicable)

If you’re an out-of-state owner, we facilitate the required California withholding and reporting.

Accurate, detail-oriented financial tracking

Transparent monthly and annual reporting

Fast rent deposits and dependable recordkeeping

Tax-ready statements and 1099 preparation

Streamlined communication and responsive support

Our Streamlined Accounting Workflow

Track & Record All Transactions

Every payment, invoice, and expense is documented and categorized within your secure portal.

Prepare Monthly Owner Statements

We generate organized, easy-to-understand statements with full financial breakdowns.

Distribute Owner Funds

Rent proceeds are processed promptly and deposited into your preferred account.

Year-End Reporting & Tax Support

We compile annual summaries, issue 1099s, and provide the financial data needed for smooth tax filing.

Results That Speak for Themselves

Property Owner

Coastal Oak Property Management is very professional and handles everything with efficiency and care. They have made property ownership completely stress-free for me. I highly recommend using their services!

Megan Smylie

Property Owner

Matthew at Coastal Oak Property Management helped my clients rent their newest investment property in less than one week! Very helpful & professional.

Kristin Gordon

Property Owner

I've had the pleasure of working with Matthew and he has consistently demonstrated professionalism, clear communication, and a genuine commitment to excellence. Highly recommend working with Coastal Oak Property Management if you’re looking for a reliable property management partner.

Silvana Morales

Property Owner

Property Management Accounting You Can Rely On

A Clear, Accurate Accounting System Built for Owners

Detailed Monthly Statements

Real-Time Owner Portal Access

Rent Collection & Fund Distribution

Bill Payment & Expense Management

Annual Financial Summaries & Tax Forms

Non-Resident Withholding (When Applicable)

More Than Reports — We Deliver Financial Clarity

Our Streamlined Accounting Workflow

Track & Record All Transactions

Prepare Monthly Owner Statements

Distribute Owner Funds

Year-End Reporting & Tax Support

Results That Speak for Themselves

Property Owner

Property Owner

Property Owner

Accurate Financial Management Built Around Your Investment Goals