Specializing in Bookkeeping and Advisory for Real Estate and Land Investors
Taking your real estate business to the next level can be a struggle
Do you feel like you’re spending too much of your time buried in your bookkeeping, trying to track and enter all of your transactions and fix mistakes from months ago?
- Do you need help with accurately tracking your property inventory value and acquisition cost basis?
- Do you have a portfolio of seller financed notes receivable? Are you properly tracking all borrower repayments?
- Should you utilize the installment method of reporting on your tax return for your land installment sales?
Or maybe you don’t want to spend even one minute of your time doing your books and records?
Do you know what is happening with your money? Perhaps you’re showing a profit on the books but when you look at your checking account balance, you wonder where it all is?
We Can Help
Whether this is your first year or your tenth year in business, our firm is designed to help you understand your business, make the best decisions you can and to be a partner in your lasting success. How do we do this?
Through tailored bookkeeping and advisory services, we help our clients pay down harmful debt, manage cash resources and build strong relationships with stakeholders at every level, hereby, avoiding the trap of entrepreneurial poverty in money and in time.
Our mission is to improve your bookkeeping processes and maximize your bottom line. While we are based in White Plains, NY, just outside of New York City, we provide bookkeeping services to small and medium sized businesses across the Hudson Valley Region and throughout the entire United States, by leveraging cloud based technology.
Book a Free Consultation to learn more about how our process can help take your business to the next level.
Helping Real Estate Investors
Reclaim Their Time
so they can increase their deal flow and their net Worth!
Our Process
DIAGNOSTIC AND PLAN
Diagnostic review of your current bookkeeping system to help you understand your books and identify the problem areas. We believe an understanding of what the numbers mean, is more important to your success than just knowing what the numbers are. That’s because an informed business owner is more likely to make better financial decisions and achieve a higher level of profitability.
CLEAN UP AND PROCEDURES
Let’s get your books in tip top shape so you can be assured of your financial position. Having accurate, rock solid books is essential to not only running a profitable business but also to representing your business to investors, creditors and stakeholders in the best light possible. Poor bookkeeping can also lead to errors in your tax filings, which can result in costly penalty and interest charges. To avoid these problems, it’s important to keep your books in good order and up to date. Once we have your foundation in place, we can implement new processes to ensure you are getting the best data possible.
ONGOING PARTNERSHIP
Ongoing monthly services to help you stay on top of your situation, to advise you as you move forward and to take the routine tasks and bookkeeping off your plate, so you can focus on what matters most to you. In addition to our ongoing monthly bookkeeping services, on an as needed basis, we’ll prepare monthly financial statements, review your results of operations, including trends in sales and expense categories, review your capital resources and liquidity, including trends in cash flow, enter your accounts payable and receivable, generate 1099’s, set up and file sales tax and provide guidance with KPI tracking and financial forecasting of your key revenue and expense items.