Services
Premium Bookkeeping Tiers
Tailored for Real Estate Sole Owners (LLC & Sole Prop) who value trust and accuracy.
- Custom Chart of Accounts
- Up to 3 Properties
- Up to 3 Bank Accounts
- 100–150 Transactions/mo
- Deliverables: Monthly P&L by Class, Balance Sheet, Year-End Tax Package
- Support: Direct Email & Text
- Unlimited Class Tracking
- Up to 10 Properties
- Up to 6 Bank Accounts
- 250–300 Transactions/mo
- Deliverables: P&L by Property, Cash Flow, CPA-Ready Folder
- Bonus: Annual Property Performance Report
- Support: Priority Support + 1 Monthly Strategy Call
- Multi-Single Member LLC Support
- Up to 25 Properties
- Up to 10 Bank Accounts
- Max 500 Transactions/mo
- Deliverables: P&L, Cash Flow Forecasts, Trend Analysis
- FREE Q4 Tax Support: 1099s, Cap Logs, CPA Liaison
- Support: Phone, Text, Email + Bi-Weekly Strategy Calls
Q4 Tax Support Add-Ons
Available for Essential & Growth Tier clients. (Included FREE in Executive)
Perfect for clients who want their entire year-end package handled seamlessly.
Your Path To Secure, Streamlined Bookkeeping Awaits!
1. Intake & Custom Quote
Precision pricing, zero surprises. Once I understand your scope, you’ll receive a tailored quote based on your specific needs.
The Result? A transparent, fixed-price proposal and the necessary data to configure your QuickBooks environment exactly to your specifications.
2. The Discovery Call
I listen before I act. I'll discuss your current workflow, the volume of accounts you manage through QBO, and any other concerns.
The Result? You walk away with a clear understanding of how I'll secure your financial reports with clarity.
3. Seamless Onboarding
A secure dashboard, ready to go! Where the magic happens. A customized QuickBooks chart of accounts and integrate your bank feeds securely.
The Result? A functional and precise system. With a brief walkthrough, you'll be ready to track your properties & expenses with total ease.