Simple Entry Pricing for Property Financial Oversight

Bluebeam is entering the market with deliberately accessible pricing so Maryland estate representatives and small rental owners can obtain professional financial organization without committing to a traditional accounting-firm engagement.

Financial oversight is led by a principal who is a licensed CPA and CFA® charterholder. Pricing below is for straightforward single-property engagements; unusual volume, cleanup work, litigation support, tax work, appraisal work, or complex multi-entity accounting is quoted separately.

Tier 1 — Rental Books Essentials — $79/month per property

Best for: a self-managing landlord or inherited rental that needs clean, organized books.

Monthly organization of rental income and ordinary property expenses
Property-level income and expense summary
Vendor invoice and repair-cost log
Basic rent-receipt tracking from records provided
Year-to-date profit-and-loss summary
Year-end bookkeeping package organized for the owner’s tax preparer
Email questions related to the bookkeeping records

Entry setup: $49 for a clean set of current records. Catch-up or reconstruction work is quoted separately.

Tier 2 — Rental Financial Management — $149/month per property

Best for: owners who want financial oversight connected to the property’s operating activity.

Everything in Rental Books Essentials
Monthly cash-flow summary
Rent roll and receivables tracking based on available records
Security-deposit and vendor-payment tracking support
Repair and maintenance spending summary
Quarterly operating review with notable trends and variances
Annual rent and expense review to support renewal or hold decisions
Up to 30 minutes of financial review/consultation each quarter

Tier 3 — Estate Property Financial Oversight — $249/month per estate property

Best for: personal representatives, heirs, attorneys, and fiduciaries who want a documented financial record around an estate property while the estate is open.

Everything in Rental Financial Management when applicable
Estate-property carrying-cost ledger
Vendor invoice, maintenance, cleanout, and repair-cost tracking
Asset-disposition log for documented sales, donations, appraisals, or removals
Monthly estate-property financial status summary
Sale-versus-rent, repair-versus-as-is, and carrying-cost scenario support
Coordination of valuation evidence and qualified independent appraisers when required
Documentation package designed to help the personal representative explain what happened to the property and its related expenditures

Optional Property Oversight Add-Ons

Estate Property Assessment: from $149 for a straightforward local property, including baseline photos and a practical action list
Vacant Property Check: from $99 per visit with dated photo/status update
Additional bookkeeping or reconstruction: from $45/hour when records require work outside the monthly package
Vendor coordination or special project oversight: quoted before work begins

Why the Pricing Is Lower Than Traditional Management

Bluebeam is intentionally separating financial oversight from services that create larger commissions or transaction fees. Maryland property-management fees commonly run roughly 8%–12% of monthly rent, often with separate leasing charges. Bluebeam’s financial tiers are designed as a low-cost entry point for owners and estates that first need clarity, records, and decision support.

Important Scope

Bluebeam provides non-attest bookkeeping, accounting support, financial analysis, property operations, and valuation support. Bluebeam is not presented as a CPA firm, law firm, investment adviser, or licensed real-estate appraisal firm. Tax returns, attest work, legal advice, securities advice, and licensed appraisal conclusions are outside these packages.

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CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. CFA Institute does not endorse or warrant Bluebeam Property Services or its services.