Monthly Plans
Our Services Are Customized To The Client*
World-Class Accounting from a CFO Bookkeeper is not a COST, but an INVESTMENT that adds value in excess of what is paid. It may be more expensive, but it will pay for itself and then some, with easier access to capital, audit proof books, lower taxes, improved cash flow and best of all… reduced stress.
BASIC
$250 AVERAGE
For the new investor with no acquired properties.
- QBO Plus Subscription
- Direct Support
- Onboarding
- Transaction Entry
- Account Reconciliations
- Month-End Close
- Financial Reports
- Monthly Financial Review via Zoom
ADVANCED
$575 AVERAGE
For the investor with 1-2 owned projects
- QBO Plus Subscription
- Direct Support
- Onboarding
- Transaction Entry
- Account Reconciliations
- Month-End Close
- Financial Reports
- Monthly Financial Review via Zoom
- Job Costing
PRO
$745 AVERAGE
For the investor with 3-4 owned properties
- QBO Plus Subscription
- Direct Support
- Onboarding
- Transaction Entry
- Account Reconciliations
- Month-End Close
- Financial Reports
- Monthly Financial Review via Zoom
- Job Costing
- Accrual Accounting
- Accounts Receivable
- Accounts Payable
PREMIUM
$1,225 AVERAGE
For the investor with 5-8 owned properties
- QBO Plus Subscription
- Direct Support
- Onboarding
- Transaction Entry
- Account Reconciliations
- Month-End Close
- Financial Reports
- Monthly Financial Review via Zoom
- Job Costing
- Accrual Accounting
- Accounts Receivable
- Accounts Payable
- Customer Billing
- Bill Paying
- Cash Flow Forecasts
- Custom Reports
*Our Clients create their own plans based on their individual needs. Above are only examples of possible service levels we currently provide. Every business is different. We work closely with each client to create a plan that works best for them and falls within their budget.
Our Mission
Helping real estate investors organize their finances and projects so they can increase profits by focusing on their passion.
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