Services
Here at Jessie's Bright Bookkeeping we provide services customized for real estate investors and real estate agents. From setting up or cleaning up messy books to the consistency and clarity of keeping up your books monthly, we endeavor to illuminate your financial situation on a routine basis to make sure you are on the way to achieving your financial goals. We look forward to becoming a trusted partner in the growth of your business!
*All services require the use of QuickBooks Online as the bookkeeping platform.
Keep Up
Keep up, aka monthly bookkeeping, is the backbone of a strong financial foundation in your businesses.
All of our clients receive these core services on a monthly basis:
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Entering and classifying transactions in QuickBooks Online
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Reconciling all accounts to ensure they are in good standing
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Making any necessary adjustments
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Preparation and delivery of financial statements and reports (Balance Sheet, Profit and Loss)
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Annual preparation of end of year tax packet
There are additional add-on services that your business may need including payroll and 1099 filing, utilization of the Profit First framework, or multi-company management.
Pricing: Flat rate monthly fee, custom quote provided post-consult
Set Up
Most bookkeeping software out there isn't built for real estate focused businesses, so getting your books set up correctly in QuickBooks Online is an important step to make sure your books function cohesively as a whole from the get go based on your goals and strategy.
Your customized set up may include:
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Selecting and registering your subscription
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Input of the correct business settings and preferences
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Real estate investor type or agent specific chart of accounts
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Linking of all business bank and credit card accounts
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Payroll set up
Pricing: One time fee, custom quote provided post-consult
Clean Up
Managing your own books or having a less skilled bookkeeper can result in having an incorrect financial picture of your business. This leads to less optimal business decisions and inaccurate tax returns. If that's the case, it's perfectly okay and you are not alone! We can give your books a deep clean to get your books accurate and up to date while also keeping all the important historical data of your business.
Clean up services involve the correction and adjustment of prior monthly bookkeeping transactions over a specific period.
Pricing: One time fee, custom quote provided post-consult
Catch Up
Business owners typically get behind on, or don't even do, their books for a few reasons:
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They don't have time
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They are afraid to make a mistake
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They have trouble deciding on the best tools and how to do their books
Fortunately, inaccuracies in your books won't be a problem so this is relatively straight-forward to fix!
Catch up services involve the typical monthly bookkeeping tasks over a specific period done in a compressed time frame.
Pricing: One time fee, custom quote provided post-consult