Services & Scope
What specific services do you provide for real estate sole owners?
I provide specialized bookkeeping for landlords, including property-level P&L reports, rent tracking, and expense categorization to ensure your portfolio is tax-ready.
Do you only work with Sole Owners, or do you also serve larger firms?
I exclusively serve Real Estate Sole Owners (LLCs and Sole Proprietors) to provide the personalized, high-touch partnership that growing property owner’s need.
Do you handle both rent collection tracking and ongoing monthly bookkeeping?
Yes, I track all rental income and expenses month-to-month to give you a clear, real-time view of your cash flow and profitability.
What's the difference between your monthly bookkeeping and year-end folder?
Monthly bookkeeping is your ongoing financial management, and the year-end folder is a compiled package for your tax professional to use at tax time.
Setup & QuickBooks
How do we get started with QuickBooks Online?
Simply sign up for a QuickBooks Online subscription, and I’ll guide you through a secure, step-by-step onboarding to get your accounts connected and your system ready.
Do you use any specific software to track rent collection?
I work directly within your QuickBooks Online account to track rent and expenses, so you don’t need to pay for extra software or manage multiple logins.
What happens if I already have QuickBooks?
If you already have QuickBooks, I’ll securely connect to your existing account to clean up the data and optimize it for real estate without you needing to start over.
Do you charge for setting up or cleaning up my books?
Onboarding includes free QuickBooks setup and a 3-month cleanup in your monthly retainer, while historical data older than 90 days is billed as a separate one-time project.
Fees & Pricing
Are there any additional fees or hidden costs?
There are no hidden fees; your monthly retainer covers all standard bookkeeping, and any optional tax-season add-ons (like 1099 prep) are clearly listed with flat, upfront pricing.
Do you offer a discount for annual payments?
Currently, I only offer monthly billing for my packages. This keeps things flexible for you in case your transaction volume changes or if you need to pause service mid-year.
Can I upgrade or downgrade my plan later?
Absolutely! Upgrade anytime. For downgrades, just give 30 days’ notice and you’re good to go!
Process & Accessibility
What happens if I need to access my books urgently while on the road?
With QuickBooks mobile app, you get 24/7 access and a secure ‘Client View’ to track your cash-flow in real-time, instantly.
How do you charge for your bookkeeping services and why?
I use value-based fixed pricing to give you predictable costs while ensuring I can provide the strategic focus your portfolio deserves, without the distraction of tracking hours.
How often will I receive my financial reports?
Standard reports are delivered monthly by the 5th, but I can customize the frequency (weekly, quarterly, or ad-hoc) to fit your specific pace, especially for clients in our Executive tier.
Banking
Can I use my personal bank account for both personal and business expenses?
Great question! For accurate tax reporting and legal protection, it’s essential to keep your personal and rental business accounts completely separate from day one.
What happens if I have multiple bank accounts?
I can easily reconcile and track as many accounts as you need – whether it’s a master operating account, property-specific accounts, or a reserve fund – ensuring every dollar is categorized correctly.
Tax & Year-End Support
What do you include in the year-end folder?
I provide a clean, organized digital package featuring your annual P&L by property, a summary of all income/expenses, and a detailed log of capital improvements ready for your CPA.
Do you provide tax preparation support, or just bookkeeping?
While I do provide bookkeeping service, as an option I can also provide tax support as an add-on service fee for your tax preparer – I don’t prepare the taxes myself. You’ll still need a CPA for the filing process.
Client Support
What is the difference between a bookkeeper and a general accountant?
A bookkeeper ensures your financial records stay accurate and organized, while a general accountant focuses on tax preparation and filings.
How quickly can I expect a response when I have a question?
You can expect a reliable response within 24 hours on business days, ensuring your questions get the thoughtful attention they deserve.
Will I be working with a team or a dedicated specialist?
You will work directly with me, your dedicated specialist, ensuring I know your portfolio inside out and you never have to re-explain your business to a stranger.
What if I'm not tech savvy?
You don’t need to be! I provide full tech support to get you set up and comfortable. You only need to log in to review or approve.