Bookkeeping Services Signup
BOOKKEEPING CHECK-UP
Capture every. Single. Deduction.
$325/review
Designed for investors who already have a private bookkeeper but want to ensure all possible tax write-offs are captured and nothing is missed
Benefits
- Save the maximum amount possible at tax time by verifying no deductions or opportunities are overlooked by your internal bookkeeper.
- Peace of mind comes standard knowing your real estate accounting is complete, accurate, and your books are pristine.
Features
- Review of financials or QuickBooks by a real estate bookkeeping expert
- Review findings shared directly with you
- Quarterly review call with a bookkeeping supervisor
- Year-end tax-ready package with everything you need to file with ease
VIRTUAL BOOKKEEPING
Done-for-you bookkeeping that doesn’t break the bank
$85/month with a 1 year commitment
$50/month for each additional set of books
Designed for investors who are just starting out or don’t have a lot of monthly activity
Benefits
- Goodbye, tax season struggles! Tax prep will be a breeze with all your financials ready for tax time with no effort on your part.
- Hello, investor insight! We get it: real estate investors are often self-made, independent, and like to take a DIY approach to their business. VIRTUAL BOOKKEEPING allows you to retain full control of your books. Get the expertise of a real estate bookkeeper without fully handing over the reins.
- Peace of mind comes standard when your real estate accounting is complete, accurate, and your books are pristine.
Features
- Quarterly financials, including income statements, profit & loss, expense overviews, balance sheets, & general ledgers
- Expense tracker
- Accurate categorization of transactions
- Per-project profitability
- Management & owner distributions
- Monthly financial statements & expense overviews
- Quarterly check-in with your bookkeeping team to go over financials and ensure accuracy
- Year-end tax-ready package with everything you need to file with ease
FULL-SERVICE BOOKKEEPING
Worry-free books you don’t even have to think about
Starts at $170/month*
Designed for investors who have a higher amount of activity and don’t want to spend hours keeping their books in order
Benefits
- Always know how your business is performing without doing any of the work.
- Put down the receipts! Reclaim your time by performing zero data entry.
- One point of contact. One designated bookkeeper.
- Goodbye, tax season struggles! Tax prep will be a breeze with all your financials ready for tax time with no effort on your part.
- Peace of mind comes standard when your real estate accounting is complete, accurate, and your books are pristine.
- Save the maximum amount of money possible at tax time with real estate accountants who can ensure every deduction is captured as you go.
Features
- Direct line to your dedicated bookkeeper
- Discounted QuickBooks online access
- Monthly financial “wellness checks,” including income statements, profit & loss, expense overviews, balance sheets, & general ledgers
- Tax-ready financial statements
- Per-project profitability
- Management & owner distributions
- Supervisor review of monthly financial statements
- Accurate categorization of transactions
- Accurate depreciation schedules
- Bank statement import
- Bank account reconciliation
- Credit card reconciliation
- General ledger reconciliation
- Audits of owner, tenant, & vendor ledgers
- Basic tax planning with the nation’s foremost real estate taxation firm
- Seamless transition to tax
- Year-end tax-ready package with everything you need to file with ease
* Based on an hourly rate of $85, minimum of 2 hours/mo.