Our Services

Bookkeeping Clean-Up & Catch-Up: If you’ve fallen behind on your bookkeeping, we can help you clean up and organize your financials, ensuring everything is in order.

Ongoing Bookkeeping Services: Stay organized throughout the year with our ongoing bookkeeping services. We’ll handle the day-to-day bookkeeping so you can focus on managing your properties.

Tax-Ready Annual Reports: Included with our bookkeeping services, we’ll prepare full-year financial reports to be sent to your Tax Preparer or CPA. Save time and ensure your records are accurate.

Tax Preparation Services: We’ll prepare and e-file your tax returns on your behalf. If you use our ongoing services, you can spread the cost across your periodic payments or pay in a lump sum.

Custom Portfolio Performance Reports: Receive detailed financial reports to track your portfolio’s performance, helping you make informed decisions for growth.

We understand that managing tenant payments, maintenance expenses, and tracking financial performance can be time-consuming and stressful. That’s why we offer a range of services specifically designed for landlords and property managers:

Our Expertise

Our industry-sepcific guidance helps small businesses gain a deeper understanding of their business' performance and minimize tax liabilities.

Tax Minimization Strategies

Expert strategies to reduce your tax burden and maximize profit for small business owners.

a person stacking coins on top of a table
a person stacking coins on top of a table
Financial Insights

Gain valuable insights into your business performance with our detailed financial reporting and analysis.

person holding pencil near laptop computer
person holding pencil near laptop computer
shallow focus photograph of black and gray compass
shallow focus photograph of black and gray compass
person lettering on tracing paper using mechanical pencil
person lettering on tracing paper using mechanical pencil
Customized Solutions

Tailored bookkeeping services to meet your unique needs and help you thrive.

Expert Guidance

Professional support for navigating your financial landscape and industry-specific challenges.

Our Pricing

Bookkeeping

Cover your basic financial reporting needs:

Tax Preparation

The

Full Package

  • Dedicated bookkeepers to organize your transactions

  • Accurate monthly books and year-end tax-ready financial packages

  • P&L, balance sheet and 1099 reporting

  • Unlimited communication with your bookkeeping team

Income tax filing and advisory to maintain compliance easily:

  • Dedicated team of licensed tax professionals to file your income tax return on time

  • Annual income tax filing for businesses (partnerships, S corps, C corps)

  • Annual income tax filing for individuals (sole proprietors, contractors)

$105/mo*

$250/yr*

$1,500/yr*

Full-service bookkeeping, income tax filing & advisory:

  • Custom solutions tailored to your business needs

  • Proactive analyses of financial performance

  • Data migration and integrations for efficiency

  • Consulting for business expansion and scaling

*Sample Pricing shown above for a sole proprietor/SMLLC with one bank account.
Your price may vary based on financial complexity and volume of transactions.

Our Pricing Promise

Predictable Flat Fee Pricing

We provide a flat fee for our services and guarantee that quoted prices will remain fixed for at least six months.

Flexible Payment Options

Choose your preferred payment frequency: monthly, quarterly, or annually. Payment is required at the beginning of each service period.

Clear Communication

Any necessary price adjustments will be communicated 60 days in advance, with clear explanations of the changes.

Commitment to Transparency

We believe in transparency and simplicity. No surprises or games.

Get a Free Quote

Let’s streamline your bookkeeping and ensure your real estate business is running smoothly.

Contact us today to learn more about how our services can save you time and help you grow your portfolio.