REA.co Real Estate Accounting & Tax

Real Estate Accounting in Missoula

Missoula has a constrained rental market with high demand and older housing stock, and cleaning charges are the most frequently disputed line on a move-out statement here. Montana's law is unusually specific about what makes such a charge stand up.

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Montana rules that apply here

Deposit return deadline
10 days clean, 30 days with deductions
Statute
MCA 70-25-202
Full Montana requirements

Why Montana Real Estate Professionals Choose REA

AppFolio Expertise, Applied to Missoula

Experts in AppFolio Bookkeeping

Montana's itemisation standard is descriptive rather than categorical, and cleaning is the charge that most often fails it. A statement showing cleaning and a figure gives a tenant nothing to evaluate and nothing to concede, which is why it becomes a dispute. A statement describing the specific work performed with its actual cost, supported by the invoice, is a different document even when the amount is identical.

Assigned, Responsive Team

In older stock the harder question sits underneath: whether the condition is tenant-caused or ordinary wear. That judgement cannot be made at move-out from the unit alone, it needs the move-in record for comparison. Where the baseline is thin, the honest position is usually that the charge is not supportable, and charging it anyway converts a small recovery into a full dispute with a clock attached.

Accurate Monthly Bookkeeping

The dual deadline makes the decision consequential. Choosing to charge moves the tenancy from the 10-day clean path to the 30-day itemised path, so a marginal cleaning charge is not free even when it is arguable. We make that a deliberate call at inspection rather than a default.

Deposit Compliance for Missoula Portfolios

MCA 70-25-202

Montana runs TWO deadlines. Where inspection finds no damage, no cleaning required and no unpaid rent, and the tenant can demonstrate no unpaid utilities, the deposit must be returned within 10 DAYS. Where deductions are made, the landlord has 30 days to provide a written list of rent due and damage and cleaning charges, delivered with payment of any difference. Operators who run everything on the 30-day assumption are late on every clean move-out.

Montana's itemisation standard is descriptive rather than categorical. A line reading cleaning with an amount is not an itemisation; the charge must describe the work performed and its cost. That makes the inspection record and the supporting invoice part of the compliance file rather than internal documentation, and it makes the decision to charge at all a deliberate one, since any deduction moves the tenancy off the 10-day path.

All Montana requirements

How we keep you inside it

  • Deposit liabilities tracked per tenant in AppFolio, so a 10 days clean, 30 days with deductions deadline is answerable from the ledger
  • Trust accounts reconciled three ways every month
  • Deduction documentation recorded against the correct ledger
  • Aging deposits flagged before the statutory window closes

AppFolio Accounting & Bookkeeping Services

For Missoula Portfolios

  • Process Review & Set Up
  • Bank Reconciliations
  • AP / AR
  • Accurate NOI, Balance Sheets
  • Recording HUD's & Accruals
  • Owner Distributions
  • Monthly Statements & Reports
  • Management Fees
  • Corporate Bookkeeping
  • Tenant Chargebacks

Experts In All Property Types

  • Single-Family
  • Multifamily
  • Student Housing
  • Affordable Housing
  • Community Associations
  • Commercial
Schedule time to learn more

Experts In All Property Types

Residential, commercial and everything in between. The asset class changes what the books have to prove, and our teams are staffed accordingly.

Check Out What Our Clients Have To Say About Us

Property Managers, Investors & Owner Operators

Client story

Following a series of erroneous financials from my previous bookkeeper, who lacked expertise in real estate, it's been truly remarkable to receive not only accurate financials on a consistent basis but also proactive advice without prompting. The REA team is a game-changer in real estate accounting!

SCSara CrosbyReal Estate Investor

As REA exclusively specializes in Real Estate, I rest easy knowing my financials are precise every month while saving money at the same time, an invaluable benefit.

SWSteve WilkoOwner Operator

I highly recommend Real Estate Accounting (REA) services from this group. They truly are great and have helped us tremendously at a time we needed it the most. I felt very comfortable giving up all my accounting responsibilities to this team and I'm still glad I made the decision to work with this group. Nothing less than an amazing experience!

TCTracy CollinsProperty Manager

Frequently Asked Questions

Why are cleaning charges disputed so often?

Because they are usually presented as a category and an amount rather than as described work with its cost. Montana's standard is descriptive, and a charge a tenant cannot evaluate is one they will contest.

How do we know if something is wear or tenant damage?

By comparison with the move-in record. Without a solid baseline the charge is generally not supportable, and pursuing it anyway turns a small recovery into a dispute.

Does charging anything change our deadline?

Yes. Making deductions moves the move-out from the 10-day clean return path to the 30-day itemised path, so a marginal charge carries a process cost as well.

More in Montana

Other Montana markets, the platforms we work in, and the functions available on their own.

AppFolio Bookkeeping for Missoula

Schedule a call and we will review your AppFolio setup, your Montana deposit handling, and what it takes to close clean every month.