REAL ESTATE INVESTOR

BOOKKEEPING

THAT DELIVERS

RETURN ON INVESTMENT

What ROI are you getting on your bookkeeping?

You need a company that understands real estate investing.

Our Services

System Architecture & Setup

  1. Workflow Design: We map out exactly how data flows through your business to ensure your tech stack is integrated and automated from day one.

  2. Custom Chart of Accounts: We build a tailored structure to track the specific KPIs that matter to you.

  3. Automation First: We configure bank feeds, rules, and third-party apps to eliminate manual entry and reduce the risk of human error.

  4. Scalable Foundation: We ensure your QuickBooks processes are ready for you to add new projects, properties, or revenue streams.

Forensic Diagnostic & Cleanup

  1. Bottleneck Identification: We perform a deep-dive audit to identify the bottlenecks in your QuickBooks setup that are causing inaccurate reporting.

  2. Historical Accuracy: We implement/optimize class and business tracking.

  3. Structural Repair: We don't just fix the numbers; we fix the settings and workflows that caused the mess in the first place.

  4. Data Integrity: We deliver a pristine set of books, giving you a "Day 1" starting point with numbers you can actually trust for decision-making.

Workflow & Technical Training

  • Process Mastery: We teach you (or your team) the exact workflows needed to manage your specific QuickBooks file(s) efficiently.

  • Customized Curricula: We skip the generic tutorials and focus on your specific data flow—whether that’s project costing, class tracking, or advanced inventory.

  • Reporting Confidence: We show you how to pull and interpret the reports necessary to monitor the health of your business engine.

  • Ongoing Efficiency: We provide the tools and shortcuts to turn your accounting from a time-consuming chore into a streamlined weekly habit.

You need a real-time look at how you’re doing compared with your goals and expectations:

  • For your rental properties, what is your target operating expense as a percentage of rental income?

  • What is your anticipated maintenance percentage?

  • For your rehab projects, what is your predicted burn rate each month?

  • What is your target sales price as a percentage of your construction costs?

WHAT ARE YOUR NUMBERS TELLING YOU? SCHEDULE A CALL TODAY

This is a shout out to Travis Daggett to being my bookkeeping coach extraordinaire! I'm new to this field and I was lucky to land a client having graduated from the Bookkeeper Launch program. But my problem is that I didn't know how to work with a real-world client. Despite his busy schedule, Travis was available for me when I needed his coaching. Thanks to him, I'm putting the finishing touches on a catch-up for this client. With his help, I'm slowly becoming a bookkeeper. He's got the technology, training experience, bookkeeping and tax foundation all in one person. Thank you, Travis!
—Renata, BooksbyRenata.com