How It Works

1. Schedule Your Free Consultation

We start with a conversation to learn about your business, your properties, and your bookkeeping needs. This helps us understand your goals and recommend the best service package for you.

2. We Review Your Current Books

If you already have bookkeeping in place, we’ll review your current QuickBooks setup, financial records, and property structure. If you’re starting fresh, we’ll build your system from the ground up.

3. Get a Customized Bookkeeping Plan

Every real estate business is unique. You’ll receive a plan tailored to your rentals, flips, wholesales, or brokerage — including the exact services we’ll handle for you each month.

4. We Handle the Setup or Cleanup

We set up your QuickBooks file (or clean up what’s already there), organize your Chart of Accounts, add your entities, tenants, vendors, and set up any recurring transactions. Your books will be clean, accurate, and real-estate-ready.

5. You Get Accurate Monthly Bookkeeping

Each month, we categorize your transactions, reconcile your accounts, track property performance, and prepare your financial reports. Everything stays organized and up to date — automatically.

6. Review & Plan with Monthly Meetings

We meet with you every month to review your reports, explain your numbers, and help you understand how your properties are performing. You’ll always know where you stand and what to do next.

7. Focus on Growing Your Portfolio

With your books handled, you can focus on acquiring properties, closing deals, managing projects, and growing your wealth — while we manage the financial side for you.