Let us take care of your accounting and taxes so you can focus on growing your real estate business.

As a realtor, you juggle many responsibilities. Managing and growing your business is a complicated process, and maintaining your financial books (although essential) is a tedious, time-consuming task that takes your attention away from ensuring your sustainability and growth.

Fortunately, we have the experience, the expertise and the time to shoulder your accounting responsibilities so that precious time becomes available to you and your clients.

We have developed a comprehensive and affordable approach that is guaranteed to improve your financial well-being.

From establishing a proper category of expenses and providing financial projections to help you make an informed decisions, we have you covered!

We specialize in Quick Books Online (QBO) and adhere to impeccable confidentiality and security procedures.

What we typically do for our Monthly Accounting clients:

  • ​We will enter all transactions in Quick Books Online (QBO) excluding client & vendor invoices & payments
  • ​We will reconcile bank, credit card, & loan accounts
  • Free QBO subscription (if you are not a current subscriber)
  • ​We will adjust entries for payroll-related expenses, amortization and depreciation if necessary.
  • ​We will prepare the Balance Sheet and Statement of Income Monthly.
  • ​We will prepare Quarterly Analysis with Financial Statements.
  • ​We will prepare 1 personal tax return per year.
  • ​We will prepare 1 business tax return per year.
  • ​We will represent you before Taxing Authorities at the agent level. Additional fees could be charged if an audit is a result of the client’s delinquency or relating to an incident occurring prior to the date of our engagement.
  • ​We will be available to spend time with you, so you fully understand how to interpret and utilize the financial information we provide. Our consultations are already included in our price, so please feel free to call or email us whenever you have a question or concern.