Our Services
We are not your typical bookkeeper
As investors we understand what it takes to maintain a profitable real estate investing business. Real estate investing, to be profitable, requires more than acquiring good properties and closing deals—it requires focus on financial management.
Bookkeeping is necessary to track income, expenses, cash flow, and overall profitability. Whether you have rental properties, flip properties, or invest in commercial property, having well-kept and accurate financial records enables you to maximize tax deductions, secure financing, and make sound investment choices.
Below are the services we offer.
If you have a unique situation, we would be happy to discuss it with you.

We'll Clean Up Your Previous Books
Many real estate investors struggle with disorganized or inaccurate financial records, which can lead to missed deductions, compliance issues, and cash flow mismanagement. Our bookkeeping service begins with a thorough review of your past financial records, identifying errors, missing transactions, and inconsistencies. We meticulously clean up your books, ensuring all income, expenses, and assets are properly categorized.
By bringing your books up to date, we provide you with a clear financial picture, making it easier to make informed investment decisions. Whether you’ve fallen behind on record-keeping or need to correct past mistakes, our clean-up service sets the foundation for accurate financial tracking, tax preparation, and long-term profitability.
We Optimize Your Accounts
An optimized accounting system is essential for real estate investors who manage multiple properties, transactions, and revenue streams. We streamline your chart of accounts, ensuring it is tailored to your specific investment strategies, whether it’s fix-and-flip projects, rental properties, or land contract sales. Our team ensures that your accounts are structured for maximum efficiency, reducing unnecessary complexities and improving financial tracking.
By implementing automation tools, customized categories, and efficient workflows, we help you save time and minimize errors. Optimized accounts also make tax preparation seamless, as all transactions are properly recorded and classified, allowing you to take full advantage of deductions and tax benefits specific to real estate investing.
Continuously Track Your Business Income and Expenses
An optimized accounting system is essential for real estate investors who manage multiple properties, transactions, and revenue streams. We streamline your chart of accounts, ensuring it is tailored to your specific investment strategies, whether it’s fix-and-flip projects, rental properties, or land contract sales. Our team ensures that your accounts are structured for maximum efficiency, reducing unnecessary complexities and improving financial tracking.
By implementing automation tools, customized categories, and efficient workflows, we help you save time and minimize errors. Optimized accounts also make tax preparation seamless, as all transactions are properly recorded and classified, allowing you to take full advantage of deductions and tax benefits specific to real estate investing.
We Will Reconcile Your Monthly Banking and Credit Card Accounts
Bank and credit card reconciliations are crucial for preventing errors, detecting fraud, and maintaining accurate financial records. We conduct monthly reconciliations, comparing your financial statements with bank and credit card transactions to identify discrepancies. This ensures that every dollar is accounted for, preventing costly mistakes that could impact your bottom line.
By maintaining up-to-date reconciliations, you gain confidence that your books accurately reflect your financial position. This not only helps with tax preparation but also strengthens your ability to secure financing, manage cash flow, and make informed investment decisions.
And, We Will Provide You With Monthly Financial Reports
Understanding your financial performance is key to scaling your real estate investment business. We provide detailed monthly financial reports, including profit and loss statements, balance sheets, and cash flow statements, giving you a comprehensive view of your business’s financial health. These reports help you track trends, identify opportunities, and address potential financial challenges before they arise.
With our clear and actionable financial insights, you can confidently make investment decisions, plan for future growth, and stay compliant with tax regulations. Our reports are tailored to real estate investors, ensuring you have the financial clarity needed to maximize profits and minimize risks.
Give Us a Call
Every situation is unique.
Let’s discuss yours and see if we can help.
(501) 356-4379
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