I want you to have a quick, easy to use bookkeeping system that takes the anxiety out of month end reconciliation and year end reports. But it’s so important to make sure Quickbooks Online is set up for your specific needs as a real estate investor. 

If you like the full consultation experience, you can book one of the registered accountants on my team. That gives you the course and three, one hour sessions where my team walks you through setting up Quickbooks Online.

Our Services include:

• Upload Standard set of Chart of Accounts

• Create Classes for all rental properties within portfolio

• Upload Opening Trial Balance

• Import 2 months of banking activities

• Categorize 2 months of banking activities into the existing Chart of Accounts

• Set up Automatic Bank Rules as appropriate

• Three (3) half-hour follow-up consultation sessions on how to use various QBO functions

Use the application form below to set up your one-on-one consultation.