Tailored Financial Solutions for Real Estate Professionals

Choose the bookkeeping plan that matches your business’s growth stage.

Base Package

  • Monthly Transaction Categorization (Up to 50 transactions)

  • Monthly Account Reconciliation (2 Accounts)

  • Quickbooks Online Subscription

  • Monthly Basic Financial Reports

    • Profit/Loss Statement

    • Balance Sheet

    • Cash Flow Statement

  • Quarterly Financial Review Meeting (1 hour)

Plus Package

  • Monthly Transaction Categorization (Up to 100 transactions)

  • Monthly Account Reconciliation (4 Accounts)

  • Quickbooks Online Subscription

  • HubDoc Receipt Management

  • Full Service Payroll with Gusto for up to 3 employees

  • Monthly Basic Financial Reports

    • Profit/Loss Statement

    • Balance Sheet

    • Cash Flow Statement

  • Monthly Management Reports

  • Quarterly Financial Review Meeting (1 hour)

Pro Package

  • Monthly Transaction Categorization (Up to 300 transactions)

  • Monthly Account Reconciliation (10 Accounts)

  • Quickbooks Online Subscription

  • HubDoc Receipt Management

  • Full Service Payroll with Gusto for up to 10 employees

  • Monthly Basic Financial Reports

    • Profit/Loss Statement

    • Balance Sheet

    • Cash Flow Statement

  • Monthly Management Reports

  • Budgeting & Cash Flow Forecasting

  • Monthly Financial Review Meeting (1 hour)

Optional Add-Ons

  • Full Service Payroll with Gusto

  • Job Costing

  • Accounts Receivable Management

  • Accounts Payable Management

  • Setup, Training, and Support for Quickbooks Online

  • Bookkeeping Cleanup

Ready to get started!?

Ready to take the stress out of bookkeeping? Either fill out the info on the left or book directly via Calendly and we will be in touch shortly! We can't wait to hear from you!