Slide Balanced Books.
Better Decisions.
Bigger Profits.
After all… aren’t your books worth keeping? SCHEDULE A CONSULTATION
Slide To empower clients in achieving financial freedom


Our Mission We will provide you an elite financial experience. We will provide you timely and accurate financial reports. We are a partner in your business.

Our Commitment
SCHEDULE A CONSULTATION
Slide “It is not that we have too little time to do all the things we need to do , it is that we feel the need to do too many things in the time we have.”
- Gary Keller SCHEDULE A CONSULTATION
Slide Our Values EMPOWERMENT
Educated clients make smart business decisions
SCHEDULE A CONSULTATION COMMITMENT
Exceeding client expectations
INTEGRITY
Doing the right thing in everything we do
PARTNERSHIP
Teamwork allows everyone to achieve more

How We Help

We create a COMPREHENSIVE financial experience for real estate professionals.

You do what you do best.

We handle the rest.

Giving you more time.

What We Do

Bookkeeping

  • Bookkeeping to the MREA Models and Chart of Accounts
  • Reconcile accounts monthly
  • Categorize and track monthly income and expenses
  • Provide important financial reports to share with your Coach and CPA/Accountant
  • Suggest controls to monitor spending
  • Communicate directly with your MCA, MAPS Coach, and CPA/Accountant

Payroll Services

  • Payroll Management (multiple pay schedules available)

Additional Services Available

  • Assist in setting up Quickbooks Online account
  • Assist in linking your bank accounts to Quickbooks Online
  • Assist in uploading latest MREA Chart of Accounts
  • 1099 Preparation
  • CPA Services

Education & Training

  • Provide useful strategies to help guide important business decisions
  • Quarterly tax and wealth building strategies by industry professionals ($5,000 Value)
  • Monthly Zoom Q & A meetings around profit and loss, personal and business budgeting, balance sheets, and anything money. ($6,000 Value)
  • Provide helpful tutorials

We would love to be Your Bookkeeping Partner!  

Here is a link to schedule a no cost, no obligation discovery call.

What Our Clients Say

Our Plans

All plans include:

✓ Anytime, anywhere online access
✓ Email and phone support
✓ Monthly profit and loss (P&L) and balance sheet reports
✓ Monthly account reconciliation
✓ Quarterly financial statements review with our financial team
✓ Financial statements provided to your coach and CPA/Accountant

STANDARD PRICING

✓ 1-2 Bank and Credit Card Accounts
✓ < 100 Annual Closings

PREMIUM PRICING

✓ 1-4 Bank and Credit Card Accounts
✓ < 150 Annual Closings

PLATINUM PRICING

✓ 1-7 Bank and Credit Card Accounts
✓ > 150 Annual Closings

Let's See Where You Fit!

All Senior Bookkeepers are Quickbooks ProAdvisor Certified.

We use QuickBooks Online as our financial platform.
QuickBooks Online offers outstanding general bookkeeping features.