Attention: Real Estate & Service-Based Owners
Are your books messy, unreconciled, or falling behind? Are your financial reports inaccurate or hard to access when you need them most? You need more than just a spreadsheet — you need professional support.
Maybe your previous bookkeeper disappeared, or your reports are always delayed. Or perhaps you don’t have a bookkeeper at all because you're busy managing everything else.
Imagine if your books were always current and organized. Never worry about delayed reports again. And have someone manage your finances, so you can focus on growing your business.
That’s where I come in.
I help real estate and service-based owners stay financially organized with:
XERO AND QUICKBOOKS
• Set-up and ongoing maintenance of Xero and QuickBooks
• Customized chart of accounts
• Uploading historical transactions from bank data
• Assistance with bank feeds and third-party integrations
• Customized financial reports
Daily bookkeeping services include:
• Record cash receipts/income from your bank deposits
• Record cash disbursements/expenses from your bank transactions
• Record interbank transfers
• Record any adjusting entries needed
• Reconciling bank transactions and credit cards
• Creating bills, sales invoice, credit notes and purchase orders
Monthly Financial Reports:
• Balance Sheet
• Profit and Loss Statement
• Month-to-month comparisons where applicable
You might be thinking, "I'll just do it myself to save some cash," or "I'll handle it later." But let's be real: you didn't launch your business to spend hours on bookkeeping. Your valuable time is much better spent boosting sales, refining your services, and growing what you love.
Let me take care of your books so you can focus on what truly matters — growing your business.
Ready to get started?
Contact me today!
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