If you’re a real estate investor exploring bookkeeping options and wondering why our services start at $500/month, you’re not alone. We often hear from investors who say they were hoping to spend just a few hundred dollars—but it’s important to understand what that really gets you. If you’re thinking about hiring an in-house assistant or...Read More

If you are hiring a bookkeeper or accountant, one of the smartest steps you can take is to grant them secure, read-only access to your business bank accounts. This allows them to view transactions and reconcile your books without the risk of making changes or initiating transfers. Most major banks now offer this feature, often...Read More

After speaking with hundreds of real estate investors about their bookkeeping, I’ve identified one common mistake that most house flippers are making. To understand the mechanics of this mistake, it helps to have a basic understanding of accounting. When classifying bank feed transactions, one overarching question needs to be answered: Should this cash outflow be...Read More

As of March 26, 2025, the Beneficial Ownership Information (BOI) reporting requirement under the Corporate Transparency Act was officially repealed for U.S.-based entities, following a Treasury announcement on March 2, 2025. FinCEN issued an interim final rule that redefined “reporting company” to exclude domestic LLCs and corporations, effectively ending the BOI filing obligation for most...Read More

1099s are informational tax forms required by the IRS. They are used to report various types of income or payments made to individuals or entities who are not employees. For real estate investors, most often this refers to payments made to contractors with cash or check (including Zelle and ACH). Other common transactions require real...Read More

If you are reading this, you may be thinking about reaching out to learn more about my services.  Just so you know, I’m always up for talking to other real estate investors and learning from their experience.  Even if you don’t end up hiring us for your real estate bookkeeping needs, I’m always willing to...Read More

Whether you are investing in your first duplex, or own a large portfolio of small multifamily properties, you should always have tax plan in place.  One of the biggest payoffs to owning real estate are the tax benefits that come with rental property ownership.  Most new investors, and many experienced ones as well, don’t fully...Read More