What’s the missing piece in your real estate business?
Bookkeeping tailored specifically to you
Finally ready to get a handle on your books?
Don’t let haphazard financials be the bottleneck between you and your goals.
Do any of these sound familiar?
✔ You're constantly putting off doing your books
✔ You're always scrambling to prepare for taxes
✔ You feel like you’re not getting any useful data from your books
✔ You're frequently wondering if you are even doing it right
You’re not alone. We’ve heard these frustrations time and again from potential clients.
Imagine what it would feel like if you could...
✔ Gain more time with your family or finding new deals
✔ Have real time insights to make wise business decisions
✔ Relax when next tax season rolls around
✔ Feel confident in your numbers
How we work with:
Rentals
Whether you are self-managing or have a property manager, we can help you organize your short-term, long-term, and general business data into easy to interpret financial statements. We understand how important it is for rental owners to see their cash flow in real time.
House Flippers/Builders
Flipping houses can be a significant undertaking - and the payoffs can be phenomenal. We have developed several methods of maximizing the features of Quickbooks Online specifically for house flippers and builders.
Investors
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.
Here's what happens when you take the first step:
How to get started
Step 1.
You’ll fill out our intake form and tell us all about you & your needs. Once confirmed we are a good fit for you, we will send you an invite to schedule a free Zoom consultation.
Step 2.
If you have an existing set of books, we will perform a paid diagnostic review ($300) which usually takes up to 10 business days. We will email you a detailed report and proposal for cleanup and/or ongoing monthly services.
Step 3.
Once you accept our proposal and choose your monthly package, you will sign an engagement letter, and enter payment details for your cleanup and/or monthly bookkeeping services.
Step 4.
You will be sent an onboarding questionnaire and requests for documentation/access to your accounts. Cleanups can take 4-6 weeks. Once your books are in tip top shape, the real good stuff begins.
FAQs
1. How much do you charge?
We charge a monthly flat fee for our services. Prices vary depending on many factors: number of properties, number of projects, amount of transactions, and complexity of structure, to name a few. We won’t know the precise fee until after our consultation and diagnostic review are completed. You will typically be given a few pricing options in your proposal.
2. What is a diagnostic review and what’s the cost?
A diagnostic review is required for all potential clients who have existing books. It allows us to get an in-depth picture of your books so we can give an accurate assessment, come up with suggested options, and accurately price our services. We will be reviewing reconciliation status, chart of accounts, settings, looking for balance sheet accounts that may need to be looked into further, as well as suggesting improvements by using accounting features such as classes, projects, and classification corrections. We will not make any changes to your account during the review. You will be presented with a document illustrating all of our findings and suggestions as well as a short video explanation. That document is yours to use even if we do not end up working together. In that case, you or your current bookkeeper are welcome to implement our suggestions. If we do decide to work together, the cost of the diagnostic review ($300) will be deducted from your cleanup fee or first month’s fee.
3. Do you do payroll?
We use Gusto, our preferred provider, to facilitate payroll - whether it’s just you or you have several employees. We can help you with registration, account set-up, and settings. Most of our clients prefer to run their own payroll, but we can walk you through the first few runs if needed. Your wages and taxes will be deducted from your account and paid on your behalf, and your payroll returns filed on your behalf. If you use another payroll service, we will happily work with your current provider if you are happy with them.
4. Do you do taxes?
No, we don’t do taxes. We work with our clients’ tax preparers to make sure their accounts are set up properly and the books are in tip top shape for taxes.