Current Employment Status:
Hired Full Time on May 5, 2023
Need a bookkeeper that speaks Real Estate? Don't waste your time doing bookkeeping. Leave that to me and go find some more deals!
I am a Certified Public Accountant and a Certified Quickbooks Pro Advisor specializing in Real Estate industry.
My passion for Real Estate combined with my expertise in BOOKKEEPING and ACCOUNTING makes me an excellent candidate for any Real Estate Company looking for someone to keep their financial records in order.
SERVICES OFFERED:
>> Daily bookkeeping/data entry/ monitoring of accounts in QuickBooks based on bank transactions or receipts uploaded by the client (Quickbooks Online, Xero, MS Excel for Manual Bookkeeping)
>> Preparing and sending invoices to customers and also record the payments received and matching it in the bank fees. I also monitor over dues and overpayments if there’s any and communicate it with the owner
>> Managing and paying bills, including reimbursable expenses. Any expense from bank that are confusing will always be communicated with the owner for proper recording
>> Encode and tag income from rental properties by creating locations, customers (property in this sense), and classes so that you know how much each property received.
>> Conduct a monthly reconciliation of every bank and loan accounts including escrow
>> Record purchased and sold properties for real estate owners
>> Manage 'flips' or your inventory properties by creating COGS accounts and creating journal entries when a property is sold.
>> Constantly communicating with the clients in regards with their books
>> Prepare balance sheet, profit and loss statement, and other reports in a monthly basis
>> Substantiates financial transactions with documents and schedules
>> Audit of Accounts Payable/Accounts Receivable
>> Financial Statement Analysis thru MS Excel and
provide valuable insights on your business's financial health.
What sets me apart from other bookkeepers is my ability to analyze financial statements to provide valuable insights into the financial health of a real estate company. I am proficient in financial analysis tools such as ratio analysis, trend analysis, and variance analysis, and can help real estate companies make data-driven decisions based on their financial performance.
I'm determined to deliver the valuable financial strategies you need to grow your real estate business exponentially. As my client, you’ll get exceptional customized guidance and support to take your business to the next level.
These are just some of the services I can offer. I pride myself on being able to effectively handle any real estate related challenge you throw at me.
Let me help you level up and grow your business to its full potential!
“They're not only loyal and hardworking, they're super detail oriented!”
- Travis OVAAnswers
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