We specialize in bookkeeping and financial services for real estate professionals! 

We firmly believe that financial education tailored specifically to your business and needs is the only way to ensure your passion continues to thrive without having to worry about the small details. Your business is our business and we all succeed together.

Stacy Kennedy

—— Professional Bookkeeper

 We currently work with a number of brokerages, teams, and individual agents and would be honored to support your business!

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“Since we have started working with Stacy and her team, we have saved so much time and found deductions that we had never taken advantage of in the past.”

Sasha K., Real Estate Agent

“Stacy is the absolute best when it comes to cleaning up accounts. Our books were a total mess and since we have outsourced, not only is everything organized, but we always know where we stand with her detailed reporting.”

Anna P., Real Estate Broker

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Our Services

General Bookkeeping

Our real estate bookkeeping services offer a comprehensive solution to streamline operations, maintain financial accuracy, and support informed decision-making. We handle income and expense tracking, bank reconciliation, accounts receivable and payable, meticulous record keeping, tax preparation support, financial reporting, budgeting and forecasting, software utilization, compliance management, and effective communication.

Optimized Monthly Reporting

We help you identify areas of improvement, as well as detailed reporting metrics giving you a clear, high-level overview of your real estate business.

We offer a streamlined, data-driven approach to financial management, featuring in-depth financial analysis, customized reports tailored to the real estate industry, budget variance analysis, cash flow management, property performance metrics, market trend insights, tax optimization guidance, actionable improvement recommendations, and regular consultations. Gain timely, accurate financial insights and confidently navigate the ever-changing real estate landscape.

Account Clean-Up

Our account cleanup service is tailor-made for real estate professionals, providing a boost in financial accuracy and clarity by addressing inconsistencies and discrepancies in your records. Our comprehensive services include meticulous reconciliation, transaction categorization, accounts receivable and payable audits, precise expense tracking, organized tax document management, clearing outdated or duplicate entries, and generating crystal-clear financial reports. We offer valuable insights for process improvement, ensuring your financial records are cleaner and more organized, allowing you to make informed decisions and concentrate on your core real estate business.

Accounts Payable And Receivable Management

Our Accounts Payable and Receivable Management service is a must-have for real estate professionals. We handle invoicing, payment tracking, late payment management, accounts payable, vendor communication, reconciliation, cash flow analysis, reports, tax compliance, and efficiency improvements. Maintain smooth cash flow, reduce financial stress, and ensure compliance with ease, allowing you to focus on your core business. Leave the financial intricacies to us, the experts in efficient financial operations.

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