Services
For the books that have fallen behind.
If bookkeeping has taken a back seat for a while, that’s okay. Cleanup services are designed to get your books caught up, organized, and back to a place where the numbers can be relied on.
Depending on what your books need, cleanup may include:
Catching up past months of bookkeeping
Reconciling bank and credit card accounts
Correcting transaction categorization
Cleaning up the chart of accounts
Organizing property or business activity so your reports are more useful
Preparing the books for ongoing monthly bookkeeping or your tax preparer
Cleanup can be completed as a standalone project, although ongoing monthly bookkeeping is the best way to keep everything current once we’ve done the work to get you caught up.
For the real estate professional who’s ready for consistent support.
Starting at $500/month
I take the bookkeeping off your plate so your books stay current and you have a reliable financial picture of your business throughout the year.
Monthly bookkeeping includes:
Processing and organizing receipts through Hubdoc*
Categorizing your business transactions
Reconciling your bank and credit card accounts
Monthly Profit & Loss and Balance Sheet reports
Bookkeeping organized to make sense for your real estate business
You upload the receipts and financial information I need, and I take care of keeping the bookkeeping organized each month.
*Hubdoc subscription included with your bookkeeping service
For the real estate professional who wants more structure around the money.
Financial Organization is an enhanced level of support built on top of monthly bookkeeping.
I go beyond recording what already happened and create simple systems that make the financial side of your business easier to manage.
Depending on your business, that may include:
Organizing business bank accounts and deciding what each account is used for
Creating a system for setting money aside for taxes
Establishing a consistent approach to paying yourself
Understanding when money typically comes into and leaves the business
Creating simple cash-flow routines so upcoming expenses are easier to plan for
Organizing key financial documents and creating a simple shared filing system
This is financial organization designed to help you feel more in control of the money moving through your business.
Looking for bookkeeping help?
Tell me a little about you, your business, and what you're looking for help with.
You don't need to know exactly which service you need before reaching out. Give me an idea of what's going on, and we'll start there.