Services we provide:

At the end of the day, every cent must be recorded.
Each transaction must be categorized according to the specific tax codes that effect your unique situation.
In the world of Real Estate Investing, opportunities can come at unexpected times. The investor who can move quickly to secure loans will usually get the best deals.
Because we use Class Tracking, our reports are easy to read while also allowing you to see the financial health of your individual properties.
Your banker and JVs are going to want to see the over all health of your portfolio.
We communicate on a weekly basis. You tell us if you prefer a zoom meeting, a phone call, or an email.
Our philosophy is to build a business that we love working in so you’ll find positive energy and relaxed problem solving.

Services we DO NOT provide:

We do not give any legal advice.
Our focus is on professional books.
We provide you with high quality books that your tax preparer can easily import. Saving them time and you money.
While we maintain accounting principles, we are not certified CPAs and will not offer financial advice.
CFO looks to answer questions about the future. We only focus on accurately recording the past. You will have accurate historical data.
While we work exclusively in QuickBooks Online, we will not be able to help you if your are locked out of your account, forget your password, or experience technical issue on your end. You must contact QuickBooks Intuit tech support.