OUR SERVICES
How much more money could you make if you knew your numbers, felt less stressed, and had more TIME? This is what we do for our Clients.
Our Services
Includes (prior to Add-Ons):
a. Custom REI COA with the option to modify as applicable
i. Creation of Partner Equity Accounts
ii. Creation of Private Lender Accounts
b. Customized Settings
c. Entities (if multiple in 1 QBO subscription)
d. Tenants (if tracking tenants in QBO)
e. Recurring Customers
f. Recurring Vendors
Includes the following for the financial period of the Clean-Up
(prior to Add-Ons):
a. Opening Balances: Reconciled to Last Year's Tax Return
i. Bank accounts
ii. Credit Card accounts
iii. Lines of Credit
iv. Loans (Conventional, Hard, Private, Commercial, etc)
v. Flip Projects (purchase, rehab, holding, loan,
etc)
vi. Rental Properties (tax basis, CapEx)
vii. Non-RE Fixed Assets
viii. Security Deposits
b. Categorization
c. Export of transactions that need clarification
d. Reconciliation of all Balance Sheet accounts
e. Custom Quality Control Process
f. Financial Statements Package published to Client Portal
g. Unlimited communication with Clean Up Specialist regarding
bookkeeping
Includes (prior to Add-Ons):
a. Weekly categorization & transaction clarification
b. Monthly reconciliation of all Balance Sheet accounts
c. Monthly Custom Quality Control Process
d. Monthly Financial Statements Package published to Client Portal
e. Quarterly Account 'Audit' in addition to Custom Quality Control Process
f. W9 Form requests directly from vendors
g. Unlimited communication with Ongoing Support Specialist
regarding bookkeeping
h. Year-End & As-Needed collaboration with your Tax Professional
a. Stress-Free Bank & Credit Card Account Organizer...that'll provide you financial clarity while freeing up hours of your time each week, amounting to 1000s of dollars saved each month. ($500 value)
b. Busy Business Owner’s Guide to Finding More Time in Your
Day…that’ll free up a few hours of your time per week, amounting to 1000s of dollars saved each month. ($500 value)
c. Quick & Easy Document Finding Guide…that’ll make your documentation and information search a breeze and put some much-needed time and energy back into your pockets. ($250 value)
*Change to your Terms: Once we are working together for a little while, either of us (most likely both of us) may identify "extra" needs that your business has that are outside of the scope of work we both originally agreed to. This is perfectly fine! I will present you another plan that includes the "extra" needs to be met and we will both agree on how to move forward to do what is best for you and your business. We are a team. I have your back.
How To Get Started
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FREE Consultation, which allows us to finalize your pricing & further qualify each other. This leads us to a...
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Presentation of the specific plan to alleviate your financial pain points in your business. If you decide you want to move forward with my plan, this results in a…
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Celebration of our new Partnership!
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All other services that are not Bookkeeping Set-Up / Clean-Up or Ongoing Bookkeeping Support are billed separately at individual fixed rates or hourly rates.
Are We a Good Fit?
Are you a Real Estate Flipper &/or Wholesaler who profits at least $100k/yr? (We also accept Landlords, Home Service Businesses, Agents/Brokers)
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Are you willing to use QuickBooks Online for your bookkeeping needs?
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Are you willing to adopt our systems and processes?
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Are you able to collaborate with us on a weekly basis to help us categorize your transactions that need more clarity?
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Are you willing to work with our team to develop an efficient workflow that is predictable and works for your schedule and business structure?
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Are you willing to keep organized documentation for your entities & transactions?
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Do you have a simple entity structure & organized financial account structure?
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Do you refrain from commingling funds?
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Do you value other people’s time?
Do you do what you say you are going to do when you say you are going to do it?
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Are you 100% positive you are willing to pay for the value a Bookkeeping Professional will bring to your business?
If you answered yes to most of these questions we will probably make a great fit for each other!