Better Decisions.
Bigger Profits.
Educated clients make smart business decisions
Seek to understand and gain clarity
Exceeding client expectations
Doing the right thing in everything we do
Teamwork allows everyone to achieve more
Intentionally growing in all aspects of life
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
- 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
- Communicate directly with your MCA, MAPS Coach, and CPA/Accountant
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
Dawn T. KW Realtor
My book keeping partner has exceeded my expectations. They’ve allowed me to delegate my finances and focus on other task in my business. My company wouldn’t be where it is today without the help of them.
Ryan Broyles KW RealtorI 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 RealtorI 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
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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
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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
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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
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My book keeping partner has exceeded my expectations. They've allowed me to delegate my finances and focus on other task in my business. My company wouldn't be where it is today without the help of them.
Ryan B. KW Realtor
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Amy and Kyle! When we envisioned an accounting solution specific to real estate you took the idea and leveled up the playing field. This month's new report which provides a direct comparison to the MREA chart of account simplifies and shows us how our numbers align (or don't align) to best practices and recommended ratios. I love moving beyond the accounting with you for consultancy. The combination of detailed accounting support and consultancy creates a fresh new opportunity for high-minded conversation. 2021 was our best sales year ever. Now we are looking to continue our growth, with expansion, agent prosperity, and profit front and center. For the first time ever, I feel like a partner with my accounting team. I am learning how to interrogate the numbers. And, with this new empowerment, I feel I can trust the data. We take on the tough questions and you hold me accountable for what you need to do your job well. Thank you for that. A special shout out to the people behind the scenes. I appreciate the work that Jaime has done to evaluate our past years of accounting and give us a fresh start that will improve our business moving forward. While I am glad, of course, to see her grow into a bigger role, I am also reassured to see her continued hand-in-glove support as Jean starts the day-to-day work in our account. This is a full-service team now! I appreciate your integrated CPA service that is improving our tax planning and I look forward to the addition of Clarity Now for our daily agent accountability tracking systems! We have been great agents for a long time! Now we are becoming a great business management team. Growth starts here! Let's grow together!
Kathy K. KW Realtor
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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! From my first conversation with Amy when we talked about my bookkeeping needs, I felt like a weight was being lifted. I know that my books will only be as accurate as when I provide information to Amy and her team. They simplify the process and make it easy (and dare I say fun!) to upload my receipts and documentation. I am now sending receipts as I receive them on my phone. The response time to my questions is very timely. I still have much to learn to keep organized, however, I am thrilled that I have these amazing people as part of my team. The weight has been lifted off my shoulders.
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
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Your Bookkeeping Partner is easy to work with, responsive and sends me a monthly p&l in a timely manner. I'm so happy to work with them!
Tina H. KW Realtor
Our Plans
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
Let's See Where You Fit!
