Slide Balanced Books.
Better Decisions.
Bigger Profits.
After all… aren’t your books worth keeping? SCHEDULE A CONSULTATION
Slide To empower clients in achieving financial freedom


Our Mission We will provide you an elite financial experience. We will provide you timely and accurate financial reports. We are a partner in your business.

Our Commitment
SCHEDULE A CONSULTATION
Slide “It is not that we have too little time to do all the things we need to do , it is that we feel the need to do too many things in the time we have.”
- Gary Keller SCHEDULE A CONSULTATION
Slide Our Values EMPOWERMENT
Educated clients make smart business decisions
COMMUNICATION
Seek to understand and gain clarity
SCHEDULE A CONSULTATION COMMITMENT
Exceeding client expectations
INTEGRITY
Doing the right thing in everything we do
PARTNERSHIP
Teamwork allows everyone to achieve more
GROWTH
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

Payroll Services

  • Payroll Management (multiple pay schedules available)

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!  

Here is a link to schedule a no cost, no obligation discovery call.

What Our Clients Say

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!

All Senior Bookkeepers are Quickbooks ProAdvisor Certified.

We use QuickBooks Online as our financial platform.
QuickBooks Online offers outstanding general bookkeeping features.