All services are CPA-led and designed to give you reliable, well-structured books you can trust, so you can stop guessing and start making informed decisions. It’s a built-in quality-control layer that strengthens your financials and reduces surprises.

Bookkeeping Cleanup & Catch-Up

Get your books caught up and organized so your financials are clear, consistent, and reliable, well before tax deadlines create unnecessary stress. This service is designed for real estate professionals who are behind, unsure their books are correct, or want a clean, trustworthy starting point. Cleanup timelines vary based on how far behind the books are, but most projects are completed within 1–2 weeks.

How the process works

Most cleanup projects include all three phases, because reliable financials require both structure and accuracy, not just data entry.

  • Before we touch the bulk of transactions, I make sure your Chart of Accounts is structured correctly. This creates a clean framework so activity is classified consistently and your financial statements clearly reflect your real estate business. The goal is reporting that’s sustainable, not overly detailed, and not too broad to be meaningful.

    Deliverables: Updated Chart of Accounts with clear, standardized categories and descriptions for consistent transaction coding.

  • If the books are behind, I bring them current through the agreed period by categorizing transactions and reconciling accounts so the reports reflect complete and up-to-date activity. Where appropriate, I add bank rules to support consistent coding going forward.

    Deliverables: Reconciled books through the agreed date, plus updated Profit & Loss and Balance Sheet reports.

  • Once the books are current, I complete a detailed clean-up and review to make sure the financials are accurate and hold together. This includes correcting inconsistent categorization, confirming key balances make sense, and ensuring the reports are easy to interpret and consistent over time. The result is financials you can use confidently for decision-making and tax preparation.

    Deliverables: Final Profit & Loss and Balance Sheet, plus short guidelines to keep things consistent. Key changes are explained so you understand your updated books.

Next Steps

Request a bookkeeping review and I’ll confirm the right scope and next steps, with no obligation. If you’re ready to move forward, you can also complete the intake form to get started (2–3 minutes). I’ll review your submission and follow up with next steps.

Request a Bookkeeping Review
Start with the Intake Form

Ongoing Monthly Bookkeeping

Monthly bookkeeping for real estate professionals to keep your financials accurate and consistent throughout the year.

Services include:
 • Transaction categorization
 • Bank & credit card reconciliations
 • Profit & Loss and Balance Sheet reports
 • Financials organized for tax preparation
 • Email support for bookkeeping questions
 • Coordination with your tax preparer as needed

This work includes CPA-level review and attention to structure in areas where real estate transactions aren’t always straightforward. The goal is books that remain reliable, usable, and supportive of decision-making.

Typical Investment

• Solo real estate agents
 • Monthly bookkeeping: starting at $400/month
 • Quarterly bookkeeping (very low-volume businesses only)*: starting at $1,000/quarter
 • Catch-up and cleanup projects quoted separately.

Final pricing depends on transaction volume, number of accounts, how far behind the books are, and the condition of existing records.

*Quarterly service is available only for businesses with minimal monthly activity and may convert to monthly if activity increases.

• Small real estate teams (team lead books)
 • Monthly bookkeeping: starting at $700/month
  • Catch-up and cleanup projects quoted separately.

Final pricing depends on transaction volume, number of agents, number of accounts, and overall complexity.

• Real estate brokerages
 • Monthly bookkeeping: starting at $1,200/month
  • Catch-up and cleanup projects quoted separately.

Final pricing depends on transaction volume, number of agents and accounts, commission structure, and overall complexity.

Financial Review & Insights

Your books shouldn’t just be up to date. They should actually tell you something.

This is where we move beyond reporting and start looking at what your numbers are showing. Not just what happened, but what it means.

Through a structured review of your financials, we identify patterns, gaps, and inconsistencies that aren’t always obvious when you’re just looking at totals.

Often, what the numbers show doesn’t match how the business feels, and that’s where the most valuable insights tend to come from.

What’s Included

A structured review of your financials with a focus on interpretation, not just presentation.

This includes:

  • Breaking down where your income is coming from and how consistent those sources are over time, highlighting what’s actually driving repeat results versus one-off activity

  • Identifying which types of transactions are contributing most to your profitability, not just your revenue

  • Highlighting spending patterns that may not be obvious but are impacting your overall margins

  • Identifying areas where your activity and results don’t align, such as strong deal flow without a clear increase in profitability

  • Surfacing inconsistencies or misclassifications that could be distorting your results

  • Providing context around what is typical versus what may need a closer look

You’ll walk away with a clearer understanding of what your numbers are actually showing and where your attention should be focused moving forward.

This may involve deeper analysis where relevant, such as:

  • Reviewing income trends over time to identify shifts in performance

  • Evaluating how different lead sources are actually performing once cost and conversion are considered

  • Identifying patterns that may not be obvious when looking at transactions individually

This is less about generating reports, and more about understanding what they’re actually telling you.

This is often incorporated as part of a year-end review, once books are fully up to date and ready for deeper analysis.

Investment

Financial Review & Insights engagements typically start at $750, depending on the scope and complexity of your business.