Bookkeeping packages

Day-to-day services

  • Transaction Categorization

  • General Bookkeeping

  • Accounts Payable

  • Accounts Receivable

Monthly Services

  • Monthly Reconciliations

  • Financial Reporting

  • Tax Preparation (Will Coordinate with CPA)

Property Management services

  • Rental Income Tracking

  • Security Deposit Tracking

  • Cost Tracking by Property

  • Integration between Accounting and Property Management Programs

Real Estate Investment Services

  • Expense Tracking

  • Income Tracking

  • Profitability Tracking

  • Project Tracking by Property and Investor

Self-managing set-up

  • Initial Set-Up of Accounting System

  • Basic 2-Hour QuickBooks Training

  • Recommendations to Meet Business Goals

  • Custom Instruction Manual