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Office Desk

Balanced Books.
Better Decisions.
Bigger Profits.

After all... aren't your books worth keeping?

I love your bookkeeping services, the way that everything is wound up, I can see everything clearly, and to see where I can do better or improve on is a huge deal for me. I'm also trying to convince my husband to sign up for bookkeeping!

- Amanda B

  How We Help  

Your Bookkeeping Partner creates a COMPREHENSIVE financial

experience for real estate professionals.

Real Estate Business
Partnership
Financial Freedom

You do what you do best.

We handle the rest.

Giving you more time.

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Bookkeeping

  • Bookkeeping to the Millionaire Real Estate Agent (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

  • Communicate directly with your MCA, MAPS Coach, and CPA/Accountant

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Payroll Services

  • Employee payroll onboarding and offboarding

  • Payroll processing on your preferred schedule (weekly, bi-weekly, semi-monthly, or monthly)

  • Direct deposit and employee payment management

  • Payroll tax calculations and tax filings

  • Federal, state, and local payroll tax compliance

  • Payroll deductions, garnishments, and benefit deductions

  • Payroll reporting

  • Ongoing payroll support and payroll-related assistance

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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

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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

What We Do

Data on a Touch Pad

  Our Plan Includes  

01

Anytime, anywhere online access

03

Monthly profit and loss (P&L) and balance sheet reports

05

Quarterly financial statements review with our financial team

02

Email and phone support

04

Monthly account reconciliation

06

Financial statements provided to your coach and CPA/Accountant

Let's See Where You Fit!

Quickbooks

All Senior Bookkeepers are Quickbooks ProAdvisor Certified.


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

Let us know how we can help!

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