Frequently Asked Questions

There are tons of bookkeeping and accounting providers to choose from, but how many truly care about the success of your business and real estate endeavors? We manage your business’s dollars and cents and help you with your current and future goals to ensure your portfolio does what it was created to do – grow and ultimately create generational wealth.

Of course not! We understand that deciding to outsource your books to a third party comes with a bit of angst. That’s why we specialize in bookkeeping and accounting services for those in the real estate industry. You can feel confident pursuing your business goals with a trusted partner who can speak your language and handle your workload.

We will manage your company’s financials while keeping a clear path and vision for financial progress.

It’s simple. A bookkeeper creates and maintains records of financial transactions that are summarized for several uses, up to and including financial reporting. We can keep a pulse on your monthly, quarterly, and yearly changes to ensure you stay in the black.

A CPA, on the other hand, primarily manages and files your taxes.

We offer our services to agencies, individual agents, and investors. Ultimately, we are open to working with small businesses of all types. Book a free consultation call to see how we can help!

We’ll handle all your monthly transactions and work with your CPA or Tax Accountant to ensure you are prepared for tax season, but we don’t file your business or personal taxes.

A cleanup is a process in which we go back in time to where your finances got off track, which may be to the point of inception for your real estate business, and correct any errors in how your finances have been tracked or recorded.

Currently, we’re only serving real estate professionals in the residential real estate space.

Conversing via phone, email, and video conferencing is highly effective and saves time; however, we will consider face-to-face meetings for local clients on a case-by-case basis.

We specialize in QuickBooks.

Hiring an accountant to organize and manage your business’s financial records is an investment that we highly recommend. The best way to gain control of your finances is to have an expert to help your business and real estate investments become, and remain, fiscally healthy. This is also true for real estate agents, investors, and small business owners who need help organizing and managing financial reporting.

Our monthly bookkeeping prices are based on the size of your portfolio and the average number of transactions you do each month, among other factors. Pricing for cleanup and catchup work is based on the months you need us to address.

We encourage you to schedule a free consultation call to discuss your specific needs so we can prepare a customized proposal for your business.

You can, but why would you? A virtual bookkeeper saves you money and is not location-dependent. We can move with your business! An in-house bookkeeper requires a dedicated space to work, equipment, and all the other requirements of an employee. Why not avoid the hassle and outsource the work instead?