How we work with investors

What if you don’t fit into a single category?

You may have a combination of income streams including short and long term rentals, property flips, new builds, and you may even be a realtor!

We get it. You need to be able to track and easily interpret your financials by income stream, property, project, and business. Perhaps you have a holding company with several LLCs within it. Depending on the situation, we can configure a single set of books to include multiple LLCs - saving you money on subscription costs and showing a complete picture!

This is kind of our bread and butter.

We have several methods of utilizing the various features available in Quickbooks Online so you can pull all sorts of useful reports!

When you work with us, we will come up with a custom plan depending on your particular situation.


  • 1099 prep, filing, and distribution

  • Communicate with your tax preparer and financial advisor

  • Quarterly Zoom meetings

Examples of custom reports

  • Cash flow by property

  • Budget to actual

  • Return on investment

Prices start at $600/month

What we do monthly

  • Reconcile bank, credit card, and loan accounts

  • Prepare profit & loss, balance sheet, and statement of cash flows

  • Prepare project reports

  • Unlimited email support

What we do throughout the year

Common add-ons

  • Payroll support

  • Monthly Zoom meetings

  • Budgeting

  • Custom reports

  • Bill pay support

  • Invoicing support