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Frequently Asked Questions
​Have a pressing question you need answered before booking? Below is a list of the most common questions I get. If for some reason you don’t see your question, just reach out and here and we can talk through it.
What industries do you specialize in? I specialize in working with real estate professionals - investors, property managers, and brokers - but also serve small business owners in related fields.
Do I really need a bookkeeper if I already manage my own properties? Many real estate professionals manage some bookkeeping themselves, but as your portfolio grows, so does the complexity. I make sure nothing slips through the cracks and provide clear, actionable insights that let you make confident growth decisions without getting bogged down in the details.
Is bookkeeping worth the cost? Accurate financials aren’t just compliance, they’re a roadmap for profit and growth. With the right books, you’ll see exactly which properties are performing, spot opportunities, and make decisions that maximize cash flow. The time and stress you save often outweigh the investment many times over.
How do I know you understand real estate? I bring 20 years of accounting experience specifically in property management and real estate. I know how rent rolls, multiple properties, and complex cash flow work, so you’ll get insights that actually apply to your business, not generic reports.
Will I lose control of my finances if I hand over the books? You stay in full control. I provide transparent, clear reporting and regular check-ins so you always know exactly what’s happening with your properties and finances. My role is to give you clarity and confidence, not take decisions out of your hands.
What if my books are behind or disorganized? No problem. I specialize in Catch-Up & Clean-Up bookkeeping. I’ll organize your finances quickly and accurately so you can start fresh, see your real numbers, and make strategic decisions with confidence.
What if my books are behind or disorganized? No problem. I specialize in Catch-Up & Clean-Up bookkeeping. I’ll organize your finances quickly and accurately so you can start fresh, see your real numbers, and make strategic decisions with confidence.
Will this be complicated to set up? Onboarding is simple. I’ll guide you step by step, integrate with your existing systems, and make sure the process doesn’t interrupt your day-to-day operations. Most clients are running smoothly within a few weeks.
Do you work with clients remotely? Yes. Most of my clients are fully remote, and I use secure cloud-based tools to ensure your data is protected and easily accessible.
What accounting software do you use? I primarily work in QuickBooks Online but can adapt to other systems if needed.
How often will I hear from you? You’ll get consistent communication and monthly reports, with check-ins as needed to review insights or discuss changes to your business.
