Educated clients make smart business decisions
Exceeding client expectations
Doing the right thing in everything we do
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 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 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!
What Our Clients Say
Jennifer T. KW Realtor
I have completely shifted the way I look at my money, run my real estate business and plan for my investments! Your Bookkeeping Partner has been so patient and helpful to me as I learn to keep up with expenses daily, weekly and monthly. They have changed the game of my business and I am so grateful for them. Highly recommend to any Realtor who is looking for a great bookkeeping company.Margie S. KW Realtor
I have been searching for a few years for something just like Your Bookkeeping Partner. I always struggled hiring a bookkeeping company and having to teach them how the KW chart of accounts works. Amy and Kyle made the switch from doing my own books to having them takeover very smooth! I took a few hours to help get everything set up and they work very easily through the accounting QuickBooks access. It takes me just a few minutes each month to send bank statements, and send supporting documents and they do the rest. The cost is a huge value to my business and my time. I can’t say enough good things about Your Bookkeeping Partner and their services …. It has simplified my life and given me back my time!Dawn T. KW Realtor
I was introduced to Amy and her team through my coach. I was hesitant to give up control and felt like I should be able to handle my bookkeeping, as well as run my real estate business full time. Spending countless hours entering invoices, receipts and categorizing them appropriately felt like I was spinning my wheels and I was becoming an expert procrastinator.
Accounting is not my passion, working with my clients is! I felt like a weight was being lifted. The response time to my questions is very timely. As a business owner, it is important to let others come alongside and do what they are good at so that I can do what I am good at. I highly recommend working with Amy and her team!
Jennifer T.- KW Realtor
Dawn T- KW Realtor
Margie S.- KW Realtor
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
✓ 1-2 Bank and Credit Card Accounts
✓ < 100 Annual Closings
✓ 1-4 Bank and Credit Card Accounts
✓ < 150 Annual Closings
✓ 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.