Transparent Financial Reporting, Always Open to You
You should never have to ask what’s going on with your property. The answer is in your portal, in real time.
Get Your Free Rental Analysis →What’s Included
24/7 Owner Portal access via AppFolio.
Monthly owner statements with income, expenses, and net distribution.
General ledger detail – every transaction visible and searchable.
Annual financial summary for tax season.
Year-end 1099 preparation and filing as required by the IRS.
Downloadable reports in PDF and CSV for your accountant or CPA.
Reserve account tracking – maintenance reserve balance always visible.
Vendor invoice copies attached to every expense line.
How We Do It
Real-Time Bookkeeping
Every rent payment received, every invoice paid, every reserve adjustment is posted to your ledger as it happens – not batched at month-end.
Monthly Owner Statement
At month-end, your statement generates automatically and posts to your portal. It shows opening balance, rent collected, expenses paid, management fees, and net disbursement.
Year-End Package
At tax time, we produce an annual financial summary, issue and file your 1099 (where required), and make your full year of records downloadable in one place.
Always-On Access
You don’t have to wait for a monthly PDF. Log into the Owner Portal any time to see current balances, recent transactions, and scanned copies of every vendor invoice.
Why This Matters to You
Tax season is where disorganized property management hurts owners most – missing invoices, incomplete income records, mystery expenses from seven months ago. Our approach eliminates that pain: everything is recorded as it happens, visible as it happens, and exportable when you need it. Your CPA will love you.
What Sets Lux Apart
AppFolio-powered owner portal.
Industry-leading software, not a homegrown spreadsheet shared over email.
Full ledger transparency.
You see every debit and credit at the line-item level – no black-box ‘management expenses’ category hiding unitemized charges.
Vendor invoices attached, always.
Every expense on your statement links directly to the vendor invoice. You can verify any charge in seconds.