Our proven three step method will take your real estate business 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.
If needed, we can add these additional services to meet your needs:
The books are a mess, and it’s impossible to get regular, reliable financial statements. We’ll clean it up, and then we’ll manage it. Receive monthly financial statements to help you manage your business better. We’ll even help explain how your operations are impacting your financial reports and what that means for your business.
Tracking the moving parts of a project can be overwhelming and time consuming. We’ll focus on tracking your jobs so you can focus on your operations. We’ll dive deep into your projects to find potential areas of cost savings and capturing the maximum income by tracking billable costs.
Whether you're in the process of acquiring new property, selling some of your portfolio or merging a new business with your current operations, having a team of experts in place is critical to help you understand the due diligence process and capture tax savings. We’ll support you through this process with expertise and care to ensure your transition is as smooth as possible.
You’ve worked so hard for your business, but are you charging the correct sales tax? Is your payroll being processed correctly and in compliance with regulations? Oh, and you’re getting tax notices you don’t know how to address. But where do you start? Our team will thoroughly document your transactions so you’re prepared for anything.
Your in-house bookkeeper keeps things moving along, but some oversight would be nice. It’s important to get another set of eyes on the books with so many moving parts. We can provide that oversight on a monthly basis, help you use the data we provide to make vital business decisions, and help you establish efficient processes for your business.
You’ve got a solid team managing your day to day accounting tasks, but you need help strategizing and planning the future for your business. We can help you understand how to use your financial reports to level up your business game. This role will also help you track your KPI’s, because as Peter Drucker says, “If you can’t measure it, you can’t improve it.”
Our three step methodology works because it takes a holistic approach to your business. Since we focus on helping real estate professionals, we know the ins and outs of what is needed to strengthen your business. We have seen the bumps that come up along the way and are ready to get your business over them and to the next level.
Specialized accounting services for Real Estate Investors and Developers