Real Estate Investors

Picture this: It’s tax season, and instead of scrambling to find receipts, track down mileage logs, or remember that one random repair, you’re calmly sipping your morning coffee. Your numbers are tidy, payroll is handled, and your CPA-quality reports give you clear insights into your real estate business. That vision isn’t just a dream—it’s how I help real estate investors and realtors every day, having worked with industry pros who juggle tight margins, complex rules, and endless paperwork.

Why Real Estate Needs a Different Approach

Real estate businesses have their quirks. From commission checks and rental income to fix-and-flip expenses and partnership distributions, every deal, deduction, and deposit needs tracking. And let’s not forget: cash flow timing and entity structure can make or break a year’s bottom line. This is where specialized bookkeeping, payroll support, and proactive tax planning pay off. Anything less, and you risk leaving money on the table—or worse, running into IRS headaches.

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CPA Quality at Bookkeeping Rates

My background in bookkeeping for real estate started with a simple idea—why settle for less? Over the years, I saw too many investors stuck with generic accountants or basic bookkeepers who missed key details. That’s why I built my practice around combining attention to detail and guidance you’d expect from a CPA, all at rates that make sense for investors and realtors. In practice, this means catching things like deductible repairs, accuracy with 1031 exchanges, and recognizing when contractor payments could trigger payroll filings.

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Real-World Wins: Making a Difference for Clients

Take the story of an investor juggling multiple rental units across different states. Before partnering up, their books were often months behind and deductions missed the mark. Through careful categorization, close collaboration, and regular check-ins, we turned those messy reports into clear, up-to-date financials. Not only did we save thousands on taxes, but we also set up a payroll system that streamlined paying handymen and admin help. With everything in sync, growth decisions suddenly became easier and less stressful.

Talk to Jim
For a 30-minute conversation about your business, talk to Jim.
Talk to Jim

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What to Expect: Bookkeeping, Payroll, and Tax Services That Go Beyond

  • Meticulous transaction categorization tailored for real estate, whether that’s rental income, rehab costs, or brokerage splits.
  • Payroll services designed for agents, assistants, or contractors—no more confusion over W-2s versus 1099s.
  • Proactive tax strategies: from tracking depreciation to flagging possible deductions, maximize savings on both federal and state returns.
  • Quarterly check-ins for insight, goal-planning, and updates on your business trajectory.
  • QuickBooks expertise, including clean-ups, migrations, and custom reporting for investors and teams.
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The Power of Partnership: Why Investors and Realtors Choose Me

When you work with me, you’re not just getting a bookkeeper or tax preparer. You’re getting a dedicated partner who genuinely cares about your success. I believe in regular communication without jargon—just honest, actionable advice. My goal? Freeing up your time so you can close deals, grow your portfolio, and get back to doing what you love in real estate.

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Ready to Level Up Your Real Estate Business?

If you’re tired of reactive accounting, endless catch-up, or feeling out of the loop with your numbers, it’s time to make a change. Bookkeeping, payroll, and taxes don’t have to be a barrier. With my hands-on, real estate-focused services, LLCs, S corps, and solo agents all get tools and guidance designed for their unique challenges. Let’s give you that morning-coffee confidence, year-round.

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Talk to Jim
For a 30-minute conversation about your business, talk to Jim.
Talk to Jim
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