Services that grow with your business
Getting Started
Getting Started
Getting Started
For newer businesses that want to get better organized. We can get your QuickBooks set up or cleaned up.
- QuickBooks Online setup & chart of accounts
- Monthly reconciliation
- Transaction categorization
- Monthly profit & loss repor
Just the Basics
Getting Started
Getting Started
We keep your books clean and generate the reports you need. We ensure accuracy, reconcile accounts, and generate the reports you need.
- Transaction Categorization
- Account reconciliations
- AP & AR tracking
- Managerial reporting
- Payroll processing
Full Service
Getting Started
Full Service
Ready to outsource everything? We can set up a personalized solution based on the controller, bookkeeping, payroll and reporting services you need.
- Full AP/AR management
- W-9 & 1099 processing
- Budget vs. actuals
- Payroll
- CPA handoff at year-end
Real estate investment reporting
Property Tracking
Property Tracking
Property Tracking
Property-by-property books
We set up your QuickBooks with separate tracking for each property so you can see income and expenses at a glance.
- Per-property income & expense tracking
- Rental income reconciliation
- Mortgage & loan payment tracking
- Repair & maintenance categorization
Tax Readiness
Property Tracking
Property Tracking
CPA-ready investor reporting
Real estate has unique tax advantages. We keep your books organized so your CPA can maximize every deduction.
- Depreciation schedule support
- Capital improvement tracking
- Year-end CPA handoff package
- 1099 prep for contractors & vendors
Investor Reports
Property Tracking
Investor Reports
Reports your partners expect
If you have partners, lenders, or private equity behind your deals, we produce the professional financial reports they need — on time, every month.
- Monthly P&L by property
- Cash flow statements
- Balance sheet & equity reports