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Real Estate Financial Services
Customized Bookkeeping + CFO Solutions for Real Estate Professionals
Impeccable books are the key to a profitable real estate investment business.
Packages
Alpine
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Monthly Bookkeeping
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2 Bank accounts & 2 Credit cards
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Up to 10 Doors
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Monthly or Quarterly Financials w/Loom video
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Receipt Management
Summit
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Monthly Bookkeeping
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3 Bank accounts & 2 Credit cards
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Up to 20 Doors
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Monthly or Quarterly Financials w/Loom video
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Receipt Management
Strategic CFO &
Financial Optimization Services
This isn’t just about balancing books or crunching numbers—this is about transforming how you approach your business’s financial future.
With my hands-on, strategic approach, I’ll help you navigate financial complexities, optimize cash flow, and set your business up for sustainable success.
Together, we’ll create a roadmap to expand your portfolio, increase profitability, and give you peace of mind.
Working with us has never been easier.
What to expect.
2
During your discovery call we will discus your investments, previous bookkeeping strategies, and how we can help. We'll determine the time it will take to clean up or establish your financial records.
3
We'll record all of our findings in a Loom video to give you a visual of our plan and what we can do for you. We'll answer any questions and send over your proposal for review.
4
If you decide to work with us, we'll send over a contract.
5
We'll usually start out with a clean up service. Where we'll clean up your financial records, reconcile all income and expenses, and make sure everything is entered properly in your Quickbooks software.
6
Now that your financials are in cleaned up and in good order you can take a big sigh of relief. We'll handle your monthly bookkeeping while you focus on everything else!
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