Our mission is to improve your accounting processes to help provide data for your business that will allow you to make the best decisions for your operations. We use our proven three-part methodology to take your business to the next level.
Our proven three step method will take your real estate company to the next level.
It’s important we understand the details of your business and bookkeeping to set you up for success. In this step we do a deep dive to review the current status of your business and accounting records and work to identify problems and areas of opportunity. You receive a detailed roadmap of our recommendations and a one-on-one call with us to get your questions answered!
Just as you might deep clean your house from time to time, we jump into all of the nooks and crannies of your books to “clean house.” We use our diagnostic report from Step 1 to proceed with making changes to your books and verifying recorded transactions against source documentation to prepare for your recurring services.
With your books in a usable format to get trusted financials, this step keeps your books up to date with regular month-end closing procedures and financial statements for management use delivered to you monthly. We help you understand how your daily operations are affecting your financial statements so you can level-up your business.
Today is the day to build the organization of your dreams! Let’s talk about how optimizing your financial processes can take it to the next level.