Messy books? I automate, clean, and organize them—so you don’t have to.
I help real estate investors, property managers, and e-commerce business owners keep their books accurate, organized, and up to date using QuickBooks and streamlined workflows that reduce manual work.
Real Estate Bookkeeper | Cleanup & Catch-Up Specialist
Bank, Credit Card & Escrow Reconciliation Expert
Accurate, CPA-ready financial reports
Automation-focused with modern property accounting tools
If you're still here, that probably means we're off to a good start.
So here’s a quick, skimmable list of bookkeeping services real estate investors and property managers usually hire me for. No fluff, just the essentials.
CLEANUP AND SETUP
QuickBooks Cleanup and Catch-Up
Historical Real Estate Bookkeeping Cleanup
Fixing Incorrect or Duplicate Transactions
Chart of Accounts Setup for Multi-Property Accounting
CORE BOOKKEEPING
Transaction Recording and Categorization
Rent Income and Expense Tracking by Property
Accounts Payable and Accounts Receivable
Security Deposit and Escrow Tracking
RECONCILIATION
Bank and Credit Card Reconciliation
Escrow and Security Deposit Reconciliation
Payment Platform Reconciliation (Stripe, PayPal, Rent Payments)
Identifying Missing or Unmatched Transactions
FINANCIAL REPORTING
Profit and Loss Reports by Property
Balance Sheet and Cash Flow Reports
Custom Financial Reports for Real Estate Performance
AUTOMATION AND WORKFLOW STREAMLINING
Automating transaction tracking and categorization
Invoice and rent collection workflow automation
QuickBooks rules and recurring transaction setup
Integration setup using Zapier, Make, and Google Sheets
Reducing manual work and improving data accuracy
TAX PREPARATION SUPPORT
Organizing books for CPA or tax filing
Preparing financial records for tax season
Audit support and financial documentation
ADVANCED AND SPECIAL PROJECTS
Financial Data Migration to QuickBooks
Property-level financial tracking setup
Budgeting and cash flow monitoring for real estate portfolios
ONGOING SUPPORT
Monthly real estate bookkeeping maintenance
Financial health monitoring for your properties
QuickBooks account management
Save valuable time and energy by letting an expert handle your books while you focus on managing and growing your properties.
TOOLS APPS SOFTWARE
Accounting & Financial Tools
QuickBooks Online, Oracle NetSuite, Zoho Books, AppFolio, Buildium, -----------, Shopify
Advanced / Modern Accounting Systems
Oracle NetSuite, Sage Intacct, Microsoft Dynamics 365 Finance
CRM & Automation
HubSpot CRM, -----------, Make (Integromat), Zapier, ClickUp
Payments & Financial Platforms
Stripe, PayPal, Wise, Gusto, Square, Melio, Ramp, Expensify, -----------
Data, Reporting & Documentation
Microsoft Excel (Pivot Tables, VLOOKUP), Google Sheets, Microsoft Word, PowerPoint, Google Docs, Google Drive
Communication & Meetings
Slack, Microsoft Teams, Gmail, WhatsApp, Telegram, Zoom, Google Meet, Calendly
Productivity Tools
Canva, ChatGPT, Loom
Your property finances require an expert and reliable approach.
Send me a message and tell me about your bookkeeping needs.
When would be a good time to jump on a discovery call?
Best,
Philip
PS.
You’re losing valuable time managing books that can be streamlined and automated—I can take that off your plate.
