Financial Reporting
It’s easy to keep tabs on your investment
Comprehensive Financial Reporting and Owner Accounting
Clear, accurate financial reporting is essential to understanding your rental property’s performance and making informed ownership decisions. At Heart Property Management, we provide transparent, detailed financial reporting through a secure, web-based accounting system designed specifically for rental property owners. Our reporting tools give you a complete view of income, expenses, and cash flow—without the complexity or guesswork.
Monthly Owner Statements and Online Access
Owners receive detailed monthly financial reports through our secure online owner portal, providing a clear breakdown of rent collected, operating expenses, maintenance costs, and net income. With 24/7 access, you can review statements, transaction history, and supporting documentation whenever it’s convenient.
Our Owner Portal allows you to easily download statements and income reports for recordkeeping, tax preparation, and financial planning. All data is updated in real time, ensuring you always have access to the most current information.
Full-Service Accounting
Through our accounting platform, we manage the financial operations of your rental property, including:
- Rent collection and processing
- Payment of approved maintenance vendor invoices
- Monthly expense payments at the owner’s request
- ACH direct deposits of rental income to your bank account
- Detailed owner statements documenting all activity
Year-End Reporting and Tax Documentation
In addition to monthly reporting, we provide comprehensive year-end financial summaries to support tax preparation and long-term planning. Owners receive annual tax statements, including IRS Form 1099s when applicable, along with clear year-end reports that consolidate income and expenses for the entire year.
Financial Transparency and Peace of Mind
By combining automated reporting systems with hands-on oversight, we deliver accurate, reliable financial insight while maintaining a high level of personal service. Our goal is to give property owners complete confidence in their numbers, clear visibility into performance, and peace of mind knowing their investment is being managed with precision and accountability.
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Discover What We Do
As your Dallas Property Manager, We Handle Everything
Marketing
Effective marketing is critical to minimizing vacancy and maximizing returns. We create a tailored marketing strategy for each property using local market data, professional listings, and optimized pricing to attract qualified tenants quickly.
Tenant Screening
We apply rigorous–and fair-housing compliant–screening standards to every applicant. We evaluate credit, income, rental history, and background to place reliable, long-term tenants and reduce turnover risk.
Rent Collection
We ensure rent is collected consistently and on time. Automated systems and clear enforcement policies remove uncertainty and protect your cash flow—without you needing to get involved.
Maintenance & Inspections
We conduct detailed move-in and move-out inspections with full documentation and coordinate responsive, cost-effective maintenance to protect your asset and prevent small issues from becoming expensive problems.
Financial Reporting
Our owner portal provides clear, detailed financial reporting so you always know how your investment is performing. Access monthly statements, year-end reports, and real-time data at any time.
Eviction Protection
While rare with proper screening, if an eviction becomes necessary, we manage the process professionally and efficiently, minimizing disruption and re-renting the property as quickly as possible.
Areas We Serve
Proudly managing properties across the Dallas-Forth Worth Metroplex
- Dallas
- Fort Worth
- Plano
- Richardson
- Allen
- Arlington
- Grapevine
- Grand Prairie