AssetIQ Advisors
AssetIQ Advisors · Fractional CFO

The Financial Clarity Serious Operators Compete On.

Fractional CFO and accounting built for serious short-term rental operators.

Sound Familiar?

I know our total revenue. I have no idea what each property actually nets.

Our accountant takes days to respond. By then the decision is already made.

I found out if we were profitable last year in April. After everything was already done.

Nelson Rosa, CPA — Founder of AssetIQ Advisors

Why AssetIQ

Built for Operators Who Think in Portfolios.

AssetIQ was built for one type of operator — someone who owns short-term rentals as a serious financial strategy, not a hobby.

We combine AI-powered processing with CPA-level oversight to give you property-level financial clarity — so you can make portfolio decisions with confidence instead of gut instinct.

Flat pricing. Always reachable. Books that are always current and always CPA-reviewed.

What Makes Us Different

Three Things Your Accountant Should Have Always Done.

01

Flat Per-Property Pricing

One base fee. One per-property rate. You know your exact cost on day one. No hourly billing. No year-end surprises.

02

DirectLine — Your CPA on Slack

A dedicated Slack channel where Nelson Rosa, CPA responds within hours. Guaranteed in writing. Not aspirational. Contractual.

03

AutoBooks — AI Speed. CPA Judgment.

Upload your bank statement once a month. AI categorizes every transaction. Nelson reviews every entry. Your books are always current.

Your Financial Dashboard

Your Numbers Visualized the Way You Actually Think About Your Portfolio.

Most accountants deliver a PDF. Some deliver a spreadsheet. AssetIQ delivers a live dashboard built around how STR operators actually make decisions — by property, by cost, by what you keep.

What Everyone Else Delivers

A PDF report emailed once a month. A spreadsheet you have to interpret yourself. Numbers without context. Data without decisions.

What AssetIQ Delivers

A live client dashboard that shows exactly what each property earns, costs, and keeps — updated every month when your books close. Built around how you actually think about your portfolio.

What That Means For You

You log in and know immediately which property is your strongest, which one needs attention, and exactly how many bookings you need before you make a single dollar of profit.

📊 Revenue to NOI Waterfall📉 Breakeven by Property💰 Contribution Margin per Booking📋 Full Property-Level P&L
AssetIQ client dashboard — portfolio summary showing $41,673 revenue and $25,563 net operating income
Portfolio summary — total revenue, net operating income, and your best-performing property at a glance
Breakeven analysis showing how many bookings each property needs to profit
Breakeven by property — how many bookings each one needs before it makes a single dollar of profit
Contribution margin per booking chart — what you keep on each reservation above breakeven
Contribution margin — what every booking above breakeven actually puts in your pocket, property by property
Property-level profit-and-loss table across four short-term-rental properties
Property-level P&L — every line item, every property, every cost category

What STR Operators Say

I had no idea my smallest property was carrying the other three until AssetIQ showed me the property-level breakdown.
STR Operator · 4 Properties · Upstate New York
I sent a question at 9pm before signing on a new property. Nelson responded before I woke up. My last accountant took a week.
STR Operator · 6 Properties · Nashville, TN
We dropped QuickBooks the month we signed up. Our books are more current now than they ever were.
STR Operator · 5 Properties · Scottsdale, AZ

Start With the Free Report.

Upload your Airbnb CSV. See what your portfolio is actually telling you. No email required. No credit card.