Send what you already have.
Reports, bank activity, leases, invoices and accounting records.
HOW OWNERSIDE WORKS
We check the records behind the report.
OwnerSide compares what you were told with bank activity, leases, invoices and accounting records, then gives you the short list of what needs attention.
No account · no card · no financial upload before we talk
We compare the records.
OwnerSide looks for missing cash, duplicate charges and other inconsistencies.
You get the short owner list.
What looks right, what needs review and the evidence behind it.
THE WALKTHROUGH
What happens from first question to owner review.
Start with the problem
Tell us what is happening: monthly reports you do not fully trust, a property-manager transition, an acquisition, a refinance, or simply a need for an independent second set of eyes.
No account, card or financial upload is required for this first step.Agree on the smallest useful scope
We confirm what should be checked, which period matters and what records are actually needed. If useful, we do this before you connect or upload anything.
You know the scope before sensitive records enter the workflow.Compare the reports with the evidence
OwnerSide checks the financial story against bank activity, accounting records, leases, invoices and other support so inconsistencies have somewhere to surface.
QuickBooks and Plaid can be used where appropriate; exports and statements work too.Review the exceptions
Routine items stay in the background. Important exceptions are organized for review so the output focuses on what needs a PM answer, an accounting correction or an owner decision.
The goal is a short, usable owner list—not another giant accounting report.Decide what happens next
Use the findings once for a transaction, transition or annual review—or keep an independent monthly check if ongoing verification proves useful.
One-time work stands alone. Ongoing service is optional.WHAT WE MAY CHECK
Use the records you already have.
The exact evidence depends on the question. We do not need every possible record for every engagement.
Owner / PM reporting
Owner statements, P&L, balance sheet, general ledger and rent roll
Cash evidence
Bank activity through Plaid, statements or exports
Lease evidence
Leases, amendments, escalations and tenant-level support
Expense evidence
Invoices, vendor support, contracts and material recurring charges
Capital / debt
Loan statements, escrow activity and CapEx support when relevant
FIRST CALL
What we cover before you send data.
What triggered the search and what feels wrong, risky or unresolved?
Which PM reports, accounting system, bank evidence and source records are available?
Define the owner decision, deadline and smallest useful scope.
If the work is useful, agree on scope and move forward.
NEXT STEP
Want us to look at yours?
Send your name and best contact information. We'll take it from there.