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Strategic Accounting That Grows With You
You’ve outgrown your old systems — and you're tired of piecing it together. Whether you're managing 10 doors, multiple income streams, or complex business structures, you need more than bookkeeping. You need a strategic partner who simplifies, organizes, and sharpens your financial edge
3 Key Benefit
1
Clean, consolidated books — across properties, entities, or businesses
2
Tax-ready reporting and smart planning
3
Monthly CFO support with real ROI, not just compliance
Pricing Plans
FAQs
Can you handle complex entities and real estate structures?
Absolutely. I specialize in multi-entity investors and founders juggling real estate, businesses, and multiple income streams.
Do you file taxes?
Yes, if you're under a full CFO plan. Otherwise, I refer you to trusted professionals who understand high-level real estate strategy.
Will I have to switch systems?
Only if it’s causing you more pain than progress. I work with DoorLoop, REPSTracker, QBO, and other REI-friendly tools to make your life easier.
How much time will this take me?
Very little. Once we’re set up, I handle the backend. You’ll spend minutes — not hours — reviewing high-level insights, not spreadsheets.
Do you offer resources to DIY parts of this?
Yes! Check out my REI Tools & Courses section below for trusted partners and programs that pair perfectly with what I do.
Recommended Tools for REIs
My go-to tools for clients who want to level up their financial strategy:
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DoorLoop – Rental management made easy (affiliate)
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REPSTracker – Stay on top of REPS qualification and compliance (affiliate)
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Tax Strategists of America – For advanced, proactive tax planning (affiliate)
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Skool: Bookkeeping for REIs – Learn how to DIY bookkeeping the right way (affiliate)
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Nerd Enterprises: REI Property Management with QBO – The ultimate course for property investors who want control and clarity (affiliate)