Bookkeeping for Real Estate Investors & Small Business Owners

Best for:
Real estate investors with single-entity rental portfolios or professional service firms needing clean, compliant books ready for their CPA without advisory or planning support.

What's included:

• After-the-fact bookkeeping (up to 100 transactions/month)
• Monthly reconciliation
• Profit & Loss and Balance Sheet
• Year-end CPA-ready financials package

What's not included:

• Ongoing questions or explanations
• Payroll processing
• Advisory or planning support
• Multi-entity reporting

⭐ Most Popular

Best for:
Real estate investors and service-based businesses wanting consistent monthly reporting and a bookkeeper who explains their numbers every month.

What's included:

• Monthly bookkeeping with month-end close (up to 250 transactions/month)
• Monthly P&L and Balance Sheet
• Monthly Loom video financial review
• Email support
• Optional quarterly Zoom review
• Year-end CPA-ready financials package

What's not included:

• Cash flow forecasting or budgeting
• Controller/CFO-level services
• Payroll processing

Best for:
Real estate investors with multiple entities or service-based businesses needing deeper financial insight, class tracking, and monthly bookkeeper review calls.

What's included:

• High-touch bookkeeping (up to 500 transactions/month)
• Multi-entity and class tracking
• Ongoing explanation and interpretation
• Customized reporting
• Monthly Zoom calls
• Priority email support
• Year-end CPA financials package

What's not included:

• Controller/CFO-level services
• Operational management
• Unlimited or on-demand support

Best for:
Business owners managing multiple entities, consolidated financials, or high transaction volume who need a financial partner embedded in their workflow.

What's included:

• Custom-scoped bookkeeping and financial support
• Multi-entity or consolidated reporting
• Frequent review and collaboration
• Tailored workflows and reporting
• Priority access and communication

What this tier is not:

• A fixed monthly package
• One-size-fits-all services

Scoped and quoted individually. Engagements start at $1,500/month.

One-time setup fee for all new clients. Covers everything needed before recurring bookkeeping begins.

• QuickBooks Online setup and configuration
• Chart of accounts customization
• Bank and credit card feed connections
• Opening balance entry
• Class and property setup (real estate clients)

Single entity: $200 · Multi-entity or complex structure: $400

Full payroll processing for clients who prefer not to run payroll themselves. Includes payroll runs, tax filings, and reporting. 

Payroll software subscription billed separately.

For clients who want organized, audit-ready documentation without managing it themselves. Includes receipt collection, review, and transaction matching in QuickBooks.

• Up to 75 receipts/documents per month
• Transaction matching and categorization
• Organized documentation for year-end CPA review
• Higher volume quoted individually

$50 first 1099 · $15 each additional

• W-9 collection and tracking
• 1099-NEC form preparation
• IRS e-filing + contractor copies
• January deadline compliance

Sales tax reporting and filing services are available for businesses with filing requirements.

Multi-state or complex filings are handled on a case-by-case basis.

For businesses that don't require monthly close but need accurate, tax-ready books every quarter.

• Quarterly reconciliations
• Categorization & financial statements
• Tax prep support

Not available for businesses with payroll, sales tax obligations, or more than 150 transactions per month.

Behind on your books? We handle cleanup and catch-up projects for businesses with months or years of unreconciled transactions, missing records, or disorganized books that need to be tax-ready.

Scope and pricing are assessed individually based on volume, complexity, and timeframe. 

Contact us for a custom quote.

A scheduled one-hour Zoom session to review your financials, ask questions, or work through bookkeeping topics outside your included support level. 

One-on-one Zoom training sessions for business owners who want to understand their books, learn QuickBooks, or build real estate-specific bookkeeping skills.

• Bookkeeping basics
• QBO training
• Real estate-specific bookkeeping 
• Live Zoom session with Q&A

For urgent or last-minute requests that require work to be prioritized ahead of scheduled tasks. This fee applies to requests needed outside your normal service timeline.