Bookkeeping with Quickbooks

Behind every successful real estate business is financial clarity. Bookkeeping brings structure to your income and expenses, reduces stress during tax season, and gives realtors and investors a clear picture of their numbers so they can grow with confidence and intention.

QuickBooks Setup & System Configuration

• QuickBooks Online account setup and customization

• Chart of accounts creation tailored to real estate and small business operations

• Setup of income and expense categories specific to commissions, rental income, and investment activity

• Bank and credit card account integration

• Automation setup for recurring transactions and rules

• Initial workflow setup for efficient financial tracking

Ongoing Bookkeeping & Financial Maintenance

• Weekly or monthly transaction categorization

• Income and commission tracking

• Expense tracking and classification

• Bank and credit card reconciliations

• Review and correction of uncategorized transactions

• Monitoring account balances for accuracy

• Ongoing financial record maintenance

Real Estate & Investor-Specific Bookkeeping

• Commission income tracking by transaction or property

• Rental income and expense tracking by property or entity

• Property-related expense categorization and organization

• Capital expense and improvement tracking

• Vendor and contractor payment tracking

• Preparation of financial records for multiple properties or entities

Accounts Payable & Receivable Tracking

• Tracking incoming payments and outstanding invoices

• Recording vendor payments and recurring expenses

• Monitoring receivables and payment timelines

• Expense organization for improved cash flow awareness

Financial Reporting & Business Insights

• Monthly Profit & Loss statements

• Balance Sheet reporting

• Cash flow reporting

• Custom reports for agents, investors, or small business owners

• Financial summaries to support business decision-making

• Year-end financial organization for tax preparation

Cleanup & Catch-Up Bookkeeping

• Cleanup of disorganized or inaccurate QuickBooks files

• Catch-up bookkeeping for prior months or years

• Reconciliation corrections and account balancing

• Chart of accounts restructuring for clarity and accuracy

Collaboration with Tax Professionals

• Organized financial records for CPA or tax preparer review

• Year-end reporting preparation

• Support during tax preparation requests

• Ensuring books remain audit-ready and compliant