If you’re thinking about reaching out to learn more about our services, the best place to start is by clicking the following link – Become a Client. We’ll ask you a few questions to better understand where you are in your real estate investing journey. Your responses help us determine whether bookkeeping support makes sense for your situation. Once you’ve completed that, you’ll have the option to schedule a free introductory call with our team.
At REI Bookkeepers, we’re real estate investors ourselves, so we understand the challenges that come with managing your books. During the introductory call, we’ll take the time to get to know you, understand what you’re looking for in terms of accounting support, and determine how our services can best help.
On a personal note, I’m both a real estate investor and a CPA based in Minnesota. Before this, I spent nearly 20 years working on large corporate accounting teams. When it comes to accounting, I’ve seen it all: auditing, accounts receivable and payable, non-profits, corporate tax, equity accounting, and balance sheet review. However, bookkeeping has always been the element of accounting I enjoyed most, and the main reason I chose this profession in the first place.
In 2020, I joined REI Bookkeepers because I wanted to connect with other real estate investors while focusing on work I genuinely enjoy. After nearly six years in this space, I’ve found that having clear alignment on expectations with clients is critical. This letter is intended to set those expectations upfront so we can start off on the right foot.
What we do
Before we dive in, I want to be clear about the services we provide. We offer monthly bookkeeping services exclusively for real estate investors, including house flippers, wholesalers, landlords, and some general contractors.
We work exclusively in QuickBooks Online (QBO). If you’re currently using a different system, we can help you transition to QBO, but we do not maintain books in other platforms, including QuickBooks Desktop.
Our process is consistent and proactive. We work on your books at least weekly, reconcile your balance sheet monthly, and aim to have your books completed by the 10th of each month, with review and reporting by the 15th. Our standard reporting includes a Balance Sheet and Income Statement, but we can customize reports based on your needs.
What we don’t do
Historically, REI Bookkeepers has not offered tax preparation services. However, beginning in 2026, we will be offering tax advisory and compliance services to a select group of clients who also engage us for bookkeeping. We do not accept clients for tax preparation only.
We don’t bill by the hour. Instead, our fees are based on a value-pricing model that reflects the full scope of your engagement. Because of this, we’re typically not the right fit for larger companies that require detailed time tracking or daily bookkeeping support. As a general guideline, if your business has more than $10 million in assets, you may be better served by having a full-time, in-house accountant.
We don’t provide bookkeeping services for property management companies. In our experience, the day-to-day demands of property management require a level of time and involvement that falls outside the scope of our services.
We don’t manage your day-to-day revenue and expenses. In other words, we don’t invoice your customers, handle collections, or pay bills on your behalf. Anything involving the movement of money (inflow or outflow) is handled by you. We record revenue and expenses when they are received and paid, and as a result, most of our clients do not maintain accounts receivable or accounts payable on their balance sheets.
We don’t manage your payroll. It is the customers’ responsibility to ensure payroll is scheduled and funded. We account for your payroll expenses when they are paid and ensure they are reflected accurately in your books.
Communication is critical
One of the most common misunderstandings we see from new clients is around their level of involvement in the bookkeeping process. Your input is essential to making this work well.
At its core, bookkeeping is about accurately classifying transactions and turning them into meaningful financial reports. The key to keeping this process smooth and low-stress is timely communication, especially around what you’re spending money on. We stay in regular contact with our clients through a secure portal to keep everything organized and efficient.
Our goal is to make your bookkeeping as hands-off as possible. To get there, we ask a lot of questions upfront so we can build a system that works for you. Once that process is in place, the ongoing communication becomes simple and frictionless.
Hopefully this gives you a clear picture of how we work and what to expect. If it sounds like a good fit, we’d be glad to connect and explore working together.
