Separating your business and personal finances is the single most important thing you can do to manage your business finances. The Internal Revenue Service (IRS) uses Schedule E to define important business itemizations. Familiarize yourself with these deductions and other relevant categories on this list in order to properly manage your expenses and income streams. Knowing how to itemize your financial accounts properly can save you time and effort at tax time and alleviate stress. Once you develop patterns and practice good itemization, you’ll be able to complete this step quickly. Book a consultation today to find your ideal real estate virtual assistant and start defining your path to greater efficiency and growth.

Our Clients

Our goal is to ensure you make informed decisions that align with your investment objectives. Outsourced Bookkeeping with more than 2 decades of experience offers the best accounting services to esteemed real estate firms. Our deep expertise in residential real estate accounting helps in navigating all the challenges with ease. With our in-depth industry knowledge and Travel Agency Accounting experience, we curate solutions for sustainable growth. Yes, bookkeeping services can help you track the profitability of your properties by providing detailed financial reports.

Individual Business Owners

In 2021, Cel completed the Master program with over a year of public accounting experience. Diana graduated from the University of West Florida with Bachelor of Science degrees in Business and Accounting. As a licensed CPA in Florida since 2013, she is dedicated to upholding the highest standards of accuracy, compliance, and client service in all aspects of her work. We help you meet obligations, while aligning your financials with globally accepted accounting frameworks including US GAAP, IFRS, UK FRS, and Australian Accounting Standards (AASB).

Solutions We Offer

Join businesses already saving $72,800+ annually while getting 200% faster processing and 90% better accuracy. My entire operations team now uses Claude projects for recruitment, operations, and systematic process documentation. Our development team codes using Cursor with contra asset account Claude – they’re building systematic financial workflows instead of basic spreadsheet systems.

For our Controller package, your financials will be ready real estate bookkeeping services by the 20th of the following month we are reconciling. This means that if we are reconciling your accounts for January, your financials will be ready by February 20th. Both bill pay and payroll set-up services are optional add-ons for our Controller and CFO services. These calls allow you to ask questions, address concerns, and gain valuable insights into your financial situation.

• We offer personalized, one-on-one consultations to address your specific goals and challenges.
• Our dedicated team of seasoned professionals offers tailored support to help you accurately maintain financial records while ensuring compliance with all industry regulations.
• With our team working daily on the accounting tasks, we categorize numbers correctly and with the detail you need to make decisions.
• Baker Tilly’s real estate accounting services focus on property accounting and construction draw management services for real estate developers, owners, funds and REITs.
• He took a short hiatus from Public Accounting to work in the private sector as a Manager for several Chick-fil-a restaurants and Lowe’s Foods grocery stores in the coastal North Carolina market.

Your business will stay on track with our meticulous bookkeeping, tax planning, and strategic financial guidance. We understand the complex nature of the real estate industry and so we personalize our services to meet your business needs. Let us assist you to navigate through property investments and cash flow management with us. With our experts by your side, you get the time and resources to focus on your business while we handle your finances.

• If you need help with bill pay, we can set up your system and provide training, and ongoing assistance to your team, ensuring that your bills are paid accurately and on time.
• At Maxim Liberty, we provide specialized bookkeeping services designed to meet the unique needs of real estate businesses.
• Our intuitive software automates the busywork with powerful tools and features designed to help you simplify your financial management and make informed business decisions.
• Our extensive experience equips us to tackle real estate tax challenges effectively.
• The major benefit here is peace of mind—knowing that your financials are in expert hands while you focus on property management or acquisitions.
• From journal entries to monthly reports, everything stays organized and investor-ready.
• Baker Tilly’s real estate accounting services address the growing demands of industry clients’ evolving business and technology needs.

We Are Real Estate Investment Bookkeeping Experts

While she currently lives in Sarasota, Dawn makes frequent trips back to Michigan to visit her daughter and grandson, along with other family there. Cel took their first accounting class while attending Texas A&M University – Corpus Christi. At the time, they were pursuing a degree in music education, but after much self reflection, they realized they were not suited for teaching, and after finishing their B.A. In Music Studies in 2019, they started pursuing their Master of Accountancy in 2020.