📊 Our 3-Phase Journey to Stress-Free Finances

Phase 1: Onboarding & Financial Clarity Blueprint

Start strong with a tailored financial blueprint that gives you clarity, confidence, and systems built for success.

Documentation & Clarity
We gather and organize the key records needed to establish a clean starting point for your bookkeeping.
QBO Setup & Integration
We configure or optimize your QuickBooks Online file, connect financial accounts, and integrate supporting software so your systems work seamlessly.
Access & Workflow Design
We set up secure account access and establish customized workflows that fit the way your business operates.
Strategic Onboarding Session
We meet via Zoom to walk through best practices, answer questions, and ensure you feel confident in the process.
Training & Resources
We provide video training and support materials so you and your team have clarity on how our system works.
Tax Collaboration
We coordinate with your tax preparer (if applicable) to ensure a smooth and efficient handoff at year-end.

Phase 2: Catch-Up & Confidence Reset

Turn messy or outdated books into clean, accurate financials you can finally trust — and approach tax time without stress.

Historical Cleanup
We review and bring your prior financial records up to date, ensuring your books are complete and accurate.
Transaction Accuracy
We categorize historical transactions, post journal entries for real estate and other complex events, and confirm correct coding.
Compliance & Documentation
We collect contractor W-9s (if applicable) and ensure your records are tax- and audit-ready.
Dual Quality Review
Your books are reviewed by both your Account Manager and Quality Control Manager to guarantee accuracy.
Catch-Up Review Session
We meet via Zoom to review your updated books, answer questions, and confirm you can trust your financials.
Final Reporting & Handoff
We reconcile accounts, finalize Balance Sheet & Profit & Loss reports, and provide deliverables ready for tax filing.

Phase 3: Ongoing Bookkeeping & Peace of Mind

Enjoy the freedom of knowing your books are always accurate, compliant, and ready for tax season — giving you true peace of mind year-round.

Weekly Management
We categorize transactions, record journal entries, and collect W-9s for contractors to keep your records current.
Monthly Accuracy
We reconcile accounts, perform an internal quality audit, and close your books so they are always reliable.
Monthly Reporting
We deliver timely Balance Sheet and Profit & Loss reports that give you control and visibility into your business.
Mid-Year Review
We meet with you halfway through the year to review your books and make proactive adjustments.
Year-End Tax Review
We prepare your books for tax season, meet via Zoom to confirm accuracy, and coordinate with your tax preparer.
Compliance Support
We handle 1099 preparation and filing (if applicable) to keep you compliant without added stress.

It all starts with a Discovery Call 👇

Talk to an expert

Book a Discovery Call

Need quick answers? Book a discovery call with BookkeepingRE at a time that works for you. Get direct insights from Jake Baker, to swiftly address your questions about real estate bookkeeping.

Your pathway to a stress-free tax season starts a simple discovery call – book yours today.