Real Estate Investors

Whether you are a buy and hold investor, flipper, wholesaler we help bring financial clarity to your business. Remember all that time you spent “running the numbers” before making an investment into real estate? Are your assets performing within your projections 6 months after your purchase, a year, 5 years? It is so important to have an accurate picture of how each of your assets are performing so you can make educated buying and selling decisions and make your dollar go further.

Real Estate Investor – Services Include:

  • Monthly financial reporting within the first 7 days of the month. Guaranteed.
  • Separate direct vs indirect expenses of your business
  • Track each property/project separately and business as a whole
  • Track and reconcile all loan accounts
  • Separate repairs & maintenance and capital expenditures
  • Manage deprecation schedule for all assets
  • Quarterly consultation with Austin if desired
  • Deliver accurate, detailed financial report to your CPA, bankers and/or business partners

Real Estate Team Leaders

In a business where revenue can fluctuate significantly due to market shifts, change in personnel, etc. it is crucial that you have a grasp on the real profitability of your real estate team. So many team leaders are still in production just to cover the overhead of their team. We help break down your financial reports to give an accurate picture of the profitability of your real estate team.

Team leader – Services Include:

  • Monthly financial reporting within the first 7 days of the month. Guaranteed.
  • Separate direct vs indirect expenses of your business
  • Strategically pay yourself as agent and owner of business
  • Strategically break down your P&L based off of your target profit margin
  • Receipt management
  • Quarterly consultations with Austin if desired
  • Deliver accurate, detailed financial reports to your CPA and other professionals

Real Estate Agents

As a solo real estate agent, you can only operate within the capacity that you can handle personally. That differs from person to person, but each person has a capacity. The only way to exceed that capacity as a solo agent is to delegate to elevate. Hire an assistant. Hire a transaction coordinator. By hiring us as your bookkeeping firm, you will not only increase your capacity to sell more homes, but you will gain financial clarity on the ins and outs of every part of your business.

Agent – Services Include:

  • Monthly reporting within the first 7 days of the month. Guaranteed.
  • Separate direct vs indirect expenses of your business
  • Receipt management
  • Quarterly consultations with Austin if desired
  • Deliver accurate, detailed financial reports to your CPA and other professionals

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