What types of businesses do you work with?
We work exclusively with real estate agents. Our specialization in this particular industry enables us to offer unparalleled expertise and valuable insights tailored specifically to your needs. By focusing solely on real estate agents, we have developed a deep understanding of the unique challenges and opportunities that you face. Our approach involves utilizing a standardized Chart of Accounts across all our clients, which allows us to effectively benchmark your performance against both your peers and nationwide standards. This benchmarking helps us provide you with comprehensive guidance on where you currently stand and what steps you can take to grow your business.
What services do you offer?
We provide a comprehensive range of services designed to support you in your real estate endeavors. Our offerings include weekly, monthly, and quarterly services that are specifically tailored to help you maximize your productivity and concentrate on buying and selling properties. For detailed information about our service packages, please refer to our Packages page. We have carefully curated these packages to address the specific needs of real estate agents like yourself.
What is your hourly rate?
My business is located in [specific location]. Can we still work with you?
Absolutely! We are a fully virtual firm, which means we can effectively work with real estate agents regardless of their geographic location. Whether your business is based locally or in a different region, we have the capability to provide our services to you remotely. Our virtual setup allows for seamless communication, collaboration, and support, ensuring that distance is not a barrier to working together.
What is the onboarding process?
Our onboarding process is designed to ensure a smooth transition and seamless integration of our services into your real estate business. Here’s an overview of how it works:
- Kickoff Meeting: We will schedule a kickoff meeting via Zoom or a similar platform. During this meeting, we will discuss important details and set the foundation for our partnership. We’ll take the opportunity to understand your specific requirements and objectives.
- Automating Document Collection: We will guide you through the process of automating document collection. This involves setting up streamlined systems and tools to make the collection and organization of your financial documents more efficient. Our team will provide step-by-step instructions and assist you in implementing these solutions.
- Third-Party Access to Banks: To facilitate our accounting and financial management services, we may require access to your bank accounts and financial institutions. We will guide you through the process of granting us secure and controlled access, ensuring that your sensitive information remains protected.
- Portal Introduction: We will introduce you to our client portal, where you can securely access and share important financial documents, track the progress of our work, and communicate with our team. We will provide a detailed walkthrough of the portal, ensuring that you are comfortable navigating its features.
Throughout the onboarding process, our team will be available to address any questions or concerns you may have. We aim to make the transition as seamless as possible, allowing you to focus on your real estate business while we handle the financial aspects with efficiency and professionalism.
What is the monthly process?
Our monthly process is designed to ensure efficient and hassle-free accounting and financial management for your real estate business. Here’s a breakdown of how it works:
- Automated Document Collection: Thanks to the automations we set up during the onboarding meeting, most of the necessary documents for your monthly services should already be in our system. This saves you time and effort, as you don’t have to manually gather and submit documents each month.
- Information Review and Clarification: Our team will review the collected information and perform the necessary accounting tasks to ensure accurate financial reporting. If we come across any discrepancies or require additional details, we will reach out to you through our secure client portal. This allows for smooth and organized communication, ensuring any necessary clarifications can be addressed promptly.
- Monthly Service Completion: Once we have processed and verified the information, we will proceed with completing your monthly services. This may include tasks such as bookkeeping, financial statement preparation, expense tracking, and more. Our aim is to provide you with comprehensive and accurate financial insights to support your business decisions.
- Ongoing Communication: Throughout the month, you can always reach out to us via the client portal with any questions or concerns related to your finances. We are committed to maintaining a responsive and collaborative relationship, and we strive to address your inquiries in a timely manner.By streamlining the monthly process through automation and effective communication, we aim to minimize any administrative burdens on your end. Our goal is to provide you with reliable financial services, freeing up your time and allowing you to focus on the growth and success of your real estate business.
How do I get my documents to you?
Our aim is to automate the document collection process as much as possible, ensuring a seamless and efficient workflow. However, we understand that there may be instances where certain items fall outside of the normal scope. In such cases, you can easily send those items to us through our secure client portal.
The client portal serves as a central hub for document sharing and communication. You can securely upload and transmit any additional documents or information that may be required for our services. This eliminates the need for physical mailing or separate email attachments, providing a secure and streamlined method of document submission.
Our team will be notified as soon as you upload the documents, and we will promptly review and incorporate them into our accounting and financial management processes.
We encourage you to leverage the convenience and security of our client portal for document submission, ensuring that all necessary information is easily accessible and efficiently managed.
How do I schedule my meeting with you?
To schedule a meeting with us, we have a simple and convenient process in place. Once we have completed the accounting tasks and prepared the necessary reports, we will send you a message through our secure client portal. This message will include a request to schedule a meeting.
Will you work with my CPA for filing taxes?
Absolutely! We understand the importance of collaboration and coordination when it comes to tax filing. We will gladly work with your CPA to ensure a smooth and seamless tax preparation process.
At the end of the year, we will prepare a comprehensive year-end package that includes all the relevant financial information and documentation necessary for your CPA to file your taxes accurately.
By collaborating with your CPA, we aim to ensure that your tax filing process is seamless, accurate, and in compliance with the relevant tax regulations. Should your CPA have any questions or require any additional information, we will be readily available to provide the necessary support and clarification.
Can you prepare my taxes?
What software do you use?
We utilize a range of industry-leading software solutions to provide efficient and effective accounting and financial management services. Here are the software platforms we use:
- We utilize Quickbooks Online as our primary accounting software. Quickbooks Online is a robust cloud-based platform that offers comprehensive features for bookkeeping, financial reporting, and invoicing. It provides real-time access to your financial data, allowing for accurate and up-to-date financial insights.
- For our client portal, we use Keeper. Keeper is a secure and user-friendly platform that enables seamless communication, document sharing, and collaboration between our team and our clients. It ensures that your confidential information remains protected while facilitating efficient workflows.
- Keeper.App is our preferred document management software. It simplifies the process of document collection and organization by automatically fetching and storing your financial documents from various sources, such as banks, credit card providers, and online vendors. This helps streamline our accounting processes and ensures that all relevant documents are readily accessible.
- Patriot Payroll: When it comes to payroll processing, we rely on Patriot Payroll. Patriot Payroll is a trusted and efficient platform that enables accurate and compliant payroll calculations, tax filings, and employee record management. It helps ensure that your payroll operations are handled smoothly and in accordance with applicable regulations.
Who created your website?
Our website is managed by Sey the Vision, based out of Detroit, Michigan. Click here if you are interested in utilizing their services for your organization!