BOOKKEEPING PACKAGES
Your path to a stress-free tax season & more!
Bronze pACKAGE
Stress-free Tax Season
Catch-Up
Swiftly bring financial records up-to-date.
Onboarding Session: Bookkeeping best practices tailored to your real estate business.
QuickBooks Setup: Configure Chart of Accounts, Products & Services, Linked Accounts, and more.
Record Transactions: Record past transactions in QuickBooks (QBO).
Internal Audit: Every account is reviewed twice—by the bookkeeper and the senior bookkeeper—for accuracy.
Review Call: Google Meet with you to walk through reports to ensure accuracy.
Reconcile: Reconcile accounts for previous period.
Financial Statements: Deliver essential reports, including the Balance Sheet, Income Statement, and Year-End Reports.
Ongoing Bookkeeping
Recurring recordkeeping.
Monthly: Record transactions in QBO.
Quarterly: Audit by senior bookkeeper to verify accuracy.
Quarterly: Reconcile accounts.
Quarterly: Deliver financial statements, including the Balance Sheet and Income Statement.
Yearly: End-of-year Review Call (Google Meet) to walkthrough financial statements to ensure accuracy and a smooth handoff to your tax preparer.
MOST POPULAR
Silver PACKAGE
Business Strategy
Catch-Up
Same as the Bronze Package
Ongoing Bookkeeping
More frequent management of your books.
Monthly: Record transactions in QBO.
Quarterly: Audit by senior bookkeeper to verify accuracy.
Quarterly: Reconcile accounts.
Quarterly: Deliver financial statements, including the Balance Sheet and Income Statement.
Yearly: End-of-year Review Call (Google Meet) to walkthrough financial statements to ensure accuracy and a smooth handoff to your tax preparer.
STRATEGY
Dashboard: Visualize your financial performance metrics in the QBO Performance Center.
Quarterly: Custom video analysis of your quarterly business performance by our team.
Quarterly: Strategy call with Jake Baker to discuss your books, your business, and real estate strategy.
gold PACKAGE
Fractional CFO
Catch-Up
Same as the Bronze Package.
Ongoing Bookkeeping
Same as the Silver Package.
STRATEGY
Dashboard: Visualize your financial performance metrics in the QBO Performance Center.
Monthly: Custom video analysis of your quarterly business performance by our team.
Monthly: Strategy call with Jake Baker to discuss your books, your business, and real estate strategy.
Fractional cfo
Accrual Reporting: Transition from cash-based to accrual accounting, including detailed AR (Accounts Receivable) and AP (Accounts Payable) summaries.
Profit First Budgeting: Implement and monitor a profit-first strategy to ensure your business remains financially healthy.
Custom KPI Tracking: Identify, track, and analyze Key Performance Indicators to measure success and uncover growth opportunities.
Risk Management: Proactively assess financial risks and develop strategies to mitigate potential challenges.
Growth Strategy: Develop forward-looking financial models to guide expansion, manage cash flow, and support long-term business decisions.
*Previously the Standard Package
*Previously the Premium Package
ADD-ONS
QBO HOSTING
Hosting of your QuickBooks Online (QBO) account.
UNIT REPORTING
Track profitability at the unit level with detailed, customized financial reports to help you analyze revenue, expenses, and performance for each property or unit.
PROJECT REPORTING
Use QBO’s Project Portal to monitor project-specific profitability and expenses. Great for house flips and BRRRR investments.
1099 TRACKING
Streamline contractor payments with automated tracking. Ensure tax compliance with QBO’s built-in 1099 reporting, simplifying your year-end tax filing.
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