Real Estate Rehabbers, Fix & Flip Investors. Tracking Projects & Jobs Eliminates the Financial Guesswork, Reduces Taxes, and Increases Profits.
My objective is to help business owners develop a clear understanding of money coming in and money going out. Making it easy to understand how decisions impact tomorrow’s business.
Assigns specific categories, or “codes,” to each of your bank and credit card deposits and expenses.
Is the matching of internal records with bank statements to ensure both balances match. If not, identify and adjust any discrepancies.
Records where your money goes (e.g., rent, materials, or payroll) across your entire business.
Provides a transparent snapshot of the businesses assets, liabilities, revenue, expenses, profits, cash-flow, and net worth.
Assigning expenses to a specific project, client, or job enables you to measure & control cost, increasing profitability for that exact piece of work.
Is the untangling your messy books. Ensuring historical data is accurate, compliant, ready for tax filing, and your next real estate investment.
Is the initial process of configuring your account software. This involves customizing company preferences, syncing financial accounts, and organizing data to track income, expenses, and taxes.
Helping Business Owners Understand Why Your Reports Show a Profit But You’re Bank Account Doesn’t Say the Same!
Your bank account is not showing the same balance as your QuickBooks account, and understanding why is the difference between your business growing and your business surviving.
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