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Helping you build the business and future of your dreams

Simple bookkeeping solutions that allow you to focus on finding your clients' dream home and closing more deals

 

Are you struggling with...

Organizing an overflowing box of receipts?

Figuring out how to track expenses?

Tracking mileage consistently?

Getting everything together for your tax professional?

Are you tired of feeling lost and frustrated managing your books?
I can help.

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The Business Success Framework helps you see the "Big Picture"

We'll create a bookkeeping focused action plan designed to build the future and business of your dreams.

With an optimized and tidy QuickBooks Online account and easy process to maintain it, you'll finally be free from the overwhelm and have a clear path for your bookkeeping.

Let's see how it works
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How it works

Simple bookkeeping solutions that work for you and your business

1

Let's chat

During your complimentary consultation, I'll get to know you and your business. We'll talk about your struggles and goals.

2

Let's make a plan

I'll review your books (if you have some already) to see what's working and what's not. I'll develop a customized solution that fully resolves your bookkeeping struggles.

3

Let's build your future

I'll get your books setup or cleaned up so they're working for you. You'll have more time and energy to build up your business, find your clients' dream home and close more deals.

 

Realtor Bookkeeping Services

Your simple bookkeeping solution starts with a QuickBooks Online account.

QuickBooks Setup

New QuickBooks account

If you don't have an account or just want a fresh start, we'll set up a brand new account and customize it to work well for your real estate business.

$349

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QuickBooks Diagnostic Review & Tune-up

Existing QuickBooks account

We'll do a diagnostic review to ensure we'll be starting with good, clean information and fine-tune it for the real estate industry. If clean up work is needed, you'll receive a proposal for that work so you can decide if you want to take care of it yourself, or get help.

$425

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Clean up/ Catchup

Past transactions

Clean up services are for data you've already entered into your QuickBooks account that need adjustments for accuracy or completeness. 


Catch up services are for data that needs to be entered into your QuickBooks account to get your books up to date.


Fee varies based on transaction volume and number of months

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Training for QuickBooks

Learn how to keep your books like a pro

One-on-one virtual training. 2 hour initial training session* with 2-15 minute follow up sessions to be used within 1 year)

Includes

Training guide to give you tips and tricks to easily maintain your books like a pro

Customized bookkeeping cheat sheet based on your actual transactions to make maintaining everything a breeze

$497

* Initial training sessions can be broken into smaller chunks (30 or 60 minutes)

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On-Going Support

Assistance for DIY bookkeeping

Unlimited bookkeeping and QuickBooks support so you can get answers to questions as they come up instead of letting things stack up

Quarterly review of transactions, deposits, and reconciliations to give you the confidence that you're maintaining your books correctly

Starts at $165 per month


** Monthly fee varies based on transaction volume and number of months. Listed starting rate based on no more than 50 transactions per month and 2 bank or credit accounts.

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On-Going Services

Monthly bookkeeping services

Monthly transaction classification, deposit recording, reconciliations and financial reports that allow you to see how you're doing on a regular basis

Unlimited bookkeeping support and guidance

Coordination with your tax professional to make tax time a breeze

Subscriptions included:

  • DEXT Prepare to eliminate receipt clutter and streamline your expense tracking

  • QBO Essentials


Starts at $255 per month**

** Monthly fee varies based on transaction volume and number of months. Listed starting rate based on no more than 50 transactions per month and 2 bank or credit accounts.

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Realtor Bookkeeping Packages

Some of the most common service combinations

Do-It-Yourself Starter

One time investment

$846 New QuickBooks account

$922 Existing QuickBooks account

This solution is best for those wanting to started (or to get back) on the right track to maintain their books themselves.

QuickBooks Online

Account Setup or Diagnostic Review & Tune-up

Training

One-on-one virtual training with training guide and bookkeeping cheat sheet

Optional add on: Done-for-you book catchup/clean up of past transactions

Do-It-Yourself Plus

Initial investment plus monthly fee

$846 New QuickBooks account | $922 Existing QuickBooks account

Starting at $165 per month

This solution is best for the DIYer that wants on-going support for questions and periodic reviews of their books to make sure they're clean.

QuickBooks Online

Account Setup or Diagnostic Review & Tune-up

Training

One-on-one virtual training with training guide and bookkeeping cheat sheet

On-Going Support

Unlimited bookkeeping and QBO support and quarterly review

Optional add ons:

Done-for-you book catchup/clean up of past transactions to kick things off without the overwhelm

Quarterly financial report analysis and notes to get feedback on how your business is doing ($79 per quarter)

Done-For-You

Initial investment plus monthly fee

Starting at $255 per month

This solution is best for those that are ready to outsource their bookkeeping to a professional with industry expertise

QuickBooks Online

Account Setup or Diagnostic Review & Tune-up

Clean-up/ Catch up

Book catchup/clean up of past transactions so we'll be starting with complete and accurate data

On-Going Services

Monthly transaction classification, deposit recording, reconciliations and financial reports. Unlimited bookkeeping support and guidance. Coordination with your tax professional 


Subscriptions included:

DEXT Prepare to eliminate receipt clutter

QBO Essentials subscription

Optional add ons: Monthly financial report analysis and strategy session for feedback on how your business is doing and track progress toward goals (fee varies by complexity of business and goal tracking structure needed)

Additional Services Available: Payroll, Invoicing and Bill Pay (fee varies based on volume and frequency of service)

Not sure which services are right for you? Don't worry, I can help you figure that out. All solutions are fully customizable to fit your needs.

 

Client Testimonials

Melissa had helped me to get our QuickBooks set up after our business had been open for 2 years. After over 30 attempts to contact QuickBooks directly over their own help system, with no returned phone calls or chats, I contacted Melissa again. She was able to figure out the problem and get my payroll set up for direct deposit. I am very happy that I have found Melissa and I know that I can count on her when I need assistance. Would recommend her to any business owner.

Melissa helped us set up our QuickBooks and has gone above and beyond as our bookkeeper. She is always coming up with great ideas to help our business run more efficiently. I feel truly blessed to have found her.

Ramona E.

Philip T.

Working with Melissa has allowed me to focus on production and revenue in my business. She truly has our best interest and success in mind. The personal attention she shows us sets her apart from others in her industry. She provides us with accurate, unbiased accounting for our business.

I wasted so much time trying to figure out how to code my transactions and pull accurate reports. From the start of our interactions, I was impressed with Melissa. She's a true professional. Her processes are organized and easy to follow. She quickly got acclimated with my business and was able to jump in and help get things straight. I'd recommend her to anyone that's been struggling with their bookkeeping. She knows her stuff and takes the time to explain things.

Kevin B.

Jane A

 

Hey! 

I'm Melissa.

As a business owner myself, I know how hard it can feel juggling all of the different roles, while still working to grow a business.

I've helped my clients simplify and streamline their bookkeeping efforts to bring clarity to the process and save them hundreds of hours a year.

Together, we can restore confidence in your business so you can focus on finding your clients' dream home and closing more deals.

Are you ready to FINALLY feel in control of your business?

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I know you want to be a confident, calm Realtor with a promising future. In order to do that, you need a clear path for maintaining your finances (books).


The problem is that it seems so complicated which makes you feel overwhelmed and confused. I believe Realtors shouldn't have to feel alone and lost on this journey. I understand how stressful it can be which is why I developed my Realtor focused bookkeeping solutions.

Here's how I do it: 

1) I get to know you, your business and your goals.

2) I evaluate your books and create an action plan that fits your needs.

3) I optimize a QuickBooks Online account to make it work for you and your business and maintain it for you or teach you how to do it yourself. 

Schedule your complimentary consultation today, so you can stop feeling overwhelmed and start feeling confident in your books.