Bookkeeping, Accounting & CFO
One team, built by industry leaders, for investors, builders, and operators in the real estate space who are focused on raising capital, getting financing, and growing their portfolio
Bookkeeping Essentials
Good bookkeeping is the foundation everything else is built on. We handle the day-to-day so your books stay accurate and current. No scrambling at tax time, no guessing where your business stands.
- Monthly Reconciliation: We track every transaction and stay on top of reconciliations, so your books never fall behind.
- Accounts Payable & Receivable: We handle invoicing, vendor payments, and collections, so cash keeps moving and nothing slips through the cracks.
- Bank & Credit Card Reconciliations: We match your statements regularly, so small errors get caught before they turn into bigger ones.
- Software Setup: Not sure what software fits your business? We'll set it up, connect it to your systems, and keep everything updated in real time, so you always know where things stand.
Advanced Accounting
When your business outgrows basic bookkeeping, you need robust accounting systems. We provide comprehensive accounting infrastructure tailored for small-to-medium businesses.
- Custom Financial Reporting: Want to see how one property, one entity, or one part of your business is really doing? We build reports that break it down exactly how you need it.
- Workflow Optimization: We look at the tools you're using - whether it's QuickBooks, Xero, Stripe, Bill.com, and get the systems talking to each other, so you're not manually copying numbers between each of them.
- Internal Financial Controls: We put checks in place so mistakes get caught early, before they turn into bigger problems.
- Proactive Tax Planning: We keep an eye on your numbers all year, not just in April, so you're not leaving money on the table.
- Team Check Ups: Real conversations, not just a report dropped in your inbox. We meet, talk through what's happening, and solve problems together.
Expert CFO Services
Get the financial leadership of a full-time CFO, without the full-time cost. We help you get a real handle on cash flow, budgeting, taxes, and even potential exit strategies.
- Strategic Financial Planning: Multi-year forecasts and models that grow with you, so you're making decisions based on where the business is headed, not just where it's been.
- Cash Flow Command: You'll always know what's coming in, what's going out, and how much runway you've got.
- Budgeting & Cost Control: We track budget against actuals so you catch problems early and keep more of what you make.
- Capital & Debt Support: Need to raise money or go to the bank for financing? We'll help you put together the numbers and the pitch.
- Exit Strategy: Thinking about selling someday? We'll help you build the business now so it's worth the most when you're ready.
Not in real estate, construction, or home building? We still may be a great fit, reach out and let's talk →
EXPERTLY INTEGRATED WITH THE MODERN TECH STACK YOU TRUST
What our customers say about us
What's Included in our Outsourced Accounting Service?
Book a free strategy session
"We cycled through multiple different administrative hires who couldn't keep up with our lending process. SBook hired the right person, mapped out our entire process, created SOPs, and personally saved me several hours a week in admin work."
- J.M., Real Estate Business Owner