Rooted in numbers. Rising with Clarity.

We help real estate professionals and small business owners build a strong financial foundation through strategic bookkeeping. Whether you're managing properties or growing a service-based business, we bring clarity to your numbers so you can make confident decisions and rise to your next level.

"Your numbers tell the story of your business. When you understand them, you’ll find the path to growth and rise with it."

  • Certifications

    Certified Public Accountant

    Xero Advisor

    Quickbooks Advisor

  • Experience

    14+ Years in Full Cycle Accounting

    Primarily in Real Estate and Property Management

  • Specialization

    Bookkeeping and Profit Strategies

    Serving REI and Service based small businesses

Our Services

    • Recordkeeping: We’ve got your back when it comes to managing bank feeds, categorizing transactions, reconciling accounts, and requesting receipts. Your books will always be accurate, up-to-date, and organized, no stress.

    • Unlimited Communication: Got a question? We’re just an email away! You’ll receive clear, timely monthly reports, with no surprise fees. We always get your approval before adding any extra services.

    • Monthly Debriefs: We don’t just send reports; we make sure you understand them. With regular calls or videos, we’ll break it down so you can make smart, confident decisions and keep growing your business.

    • QuickBooks or Xero Setup: We’ll set up your account to streamline financial management, organizing your real estate transactions, expenses, and income from the start.

    • Bookkeeping Clean-Up: We’ll get your records back on track by reconciling accounts, categorizing transactions, and fixing past errors, so your books are accurate and ready for smart decisions.

    • Bookkeeping Catch-Up: Missed a few months? No worries! We’ll catch you up on all your transactions, making sure everything is organized, from service income to business expenses, so you can get back to focusing on what you do best: growing your business.

    • Customized Financial Reports: We create custom reports that highlight your most important financial data, tailored to your goals. This way, you can easily track your progress, make informed decisions, and stay on course to achieve your business objectives.

    • Cash Flow Management: Helping you manage your cash flow more effectively, ensuring you have the liquidity needed to cover expenses and plan for growth.

    • Forecasting: Assisting with setting up forecasts, so you can plan for the future with confidence.

Is your revenue increasing each month, but your bank account still feels empty?

You might be making more but without clear cash flow insights, the numbers can be deceiving. Let’s take a closer look and find out where your money’s really going.

FAQ

  • We begin with a discovery call, a friendly chat to understand your unique goals and challenges. This conversation helps us customize our services to fit you perfectly and ensures we’re the right fit to help you rise.

  • Pricing starts at $350, but since every business is a little different, we’ll go over all the details during our discovery call. That way, you get a clear plan that fits your needs perfectly.

  • Not at all! You don’t need perfect books or a color-coded spreadsheet to get started. Part of what we do is help bring clarity and organization to your finances, so come as you are and we’ll take it from there together.

Let’s Chat!

Schedule a free discovery call with me to discuss your bookkeeping needs.

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