Work With Me
You know that tight, anxious knot you get in your stomach every time you think about Tax Season? The one that hits around January, when you realize you have to hunt down a year's worth of receipts, bank statements, and confusing property management reports?
Benefits to working with me include…
That Knot Is Permanently Gone. You gain peace of mind and tax-ready books.
Cash Flow Clarity
You'll know your true cash flow without having to guess.
Know Your Winners
You'll finally understand exactly which properties are performing like rock stars and which ones are just coasting.
The net result?
You've transformed your investing business into a well-run, oiled machine. You can finally get back to the parts you love—finding deals and building wealth—because that’s why you got involved in investing in real estate in the first place.
Confidence & Certainty
That feeling of certainty allows you to move faster. When a new deal comes up, you're not held back by bookkeeping confusion. You look at your precise financial statement and say, "Yes, I can afford this. My business is solid.”
The 4 Step Process..
1.Specialized Setup
Action:
You grant secure access to bank/property manager data (15 min).
I design a specialized Chart of Accounts, and verify initial balances.
The Result:
Tax-Optimized Foundation. Your books are structured to fuel growth and capture maximum deductions.
2.Passive Data Feed
Action:
You relax and collect rent. That's it.
I categorize transactions and meticulously track all contractor payments for 1099 reporting.
The Result:
Maximum Time Savings. You gain back hours every month that can now be spent on deal analysis and acquisition.
3.Monthly Clarity
Action:
You review your easy-to-read monthly financial reports.
I close the books, prepare property-by-property P&L statements, and analyze performance.
The Result:
Data-Driven Confidence. You see your true cash flow and have the certainty to move forward with building wealth.
4.Tax-Ready Confidence
Action:
You simply hand the final, organized file to your CPA (no scrambling needed).
I ensure compliance, organize all records for Schedule E, and provide finalized 1099 and depreciation data.
The Result:
Stress-Free Scaling. Deliver a ready-to-file packet, freeing you to focus 100% on growing your portfolio.
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Are you leaving thousands on the table? Get a Free Depreciation Miss Audit.
What would working with me look like?
1.Pure Focus on Growth
You focus on scouting properties and managing tenants. The bookkeeping system securely pulls, categorizes, and tracks every transaction. I meticulously track contractor payments, set up your specialized Chart of Accounts, and ensure your depreciation is accounted for.
2. Financial Clarity Delivered
Your books are closed and verified. You receive a concise, easy-to-read Monthly Financial Report delivered straight to your inbox. This report shows you your true cash flow and profit-and-loss, property-by-property, helping you quickly identify your "rockstar" assets and those that are just coasting.
3.Strategic Check-In & Optimization
Need a quick answer on a capital expense versus a repair? Have a question about a new lease? I offer regular Email Check-ins and Virtual Strategy Meetings to address your specific needs. I'm not just a historian; I am your financial partner ready to help you make real-time decisions.