The Summer Bookkeeping Systems Review For Busy Real Estate Investors
Only 5 free spots left for investors who want their books tax-ready before summer’s over.
Claim your free review to uncover what’s missing, what’s miscategorized, and how to clean it up. Save yourself valuable time before it costs you at tax time.
Offer ends August 31, 2025!
Why Accurate Bookkeeping for Real Estate Investors Matters
Financial Clarity and decision making
It gives you a precise view of cash flow, profitability, and where capital is going so you can strategize confidently rather than guess.
Smooth Tax Season
Ensuring that flipping income is accurately reported for Schedule C accuracy, clean books reduce audit risk and ensure deductions aren’t missed.
Compliance and investor trust
Meticulous bookkeeping helps you stay compliant, clear, and credible to partners, lenders and creditors.
Save Time
Never have to “scramble” every single tax season or before an audit. Always stay prepared, confident, and proud of your business’s financials.
Fix and Flip Accounting
Project based accounting tracks purchase, rehab, and holding costs per flip which are critical to calculating true ROI and managing the tight timelines inherent to flipping.
Landlord Compliance
Keep track of security deposit liabilities for money collected from tenants in security deposit accounts. Keep track of all PITI Escrow funds.
Short Term Rental Taxes
Keep excellent track of your Airbnb and VRBO average guest stay lengths and material participation hours.
Avoid Paying More In Taxes
At Refinance, it’s important to differentiate the proceeds received is not coded as income to ensure the IRS does not get more than they need to.
What You Get
✔️ Complete Look at Your Books
Income, expenses, and any misclassified items reviewed so nothing falls through the cracks
✔️ QuickBooks Online Health Review
Ensures your system and workflow are optimized for clarity and efficiency
✔️ Custom Clear Roadmap
A clear, prioritized plan to fix gaps now and scale with confidence later so you’re not guessing
✔️ Save Time
Focused and professional help at your fingertips — no endless search on YouTube University
✔️ Smoother Tax Season
Get closer to a smoother and less frantic tax season with cleaner books
How It Works
Step 1: Schedule a Discovery Call
We will have a 30 minute discovery call to go over your current bookkeeping system and your goals for your business.
Step 2: Give QuickBooks Online Access
You will provide me with Accountant Access to your QuickBooks Online.
Step 3: We Review the Books
We will review your foundation, workflows, and Chart of Accounts and identify errors and opportunities that are costing your money and time.
Step 4: Schedule a Follow-up Call
After the review is done, we will schedule a 30 minute follow up call to go over the findings. You will receive a copy of the Cleanup Roadmap.
Heavy Hitting Testimonials
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“Several months of heartache for us solved! Cameron specializes in real estate bookkeeping. He's a gem!”
Geoff Husa
Real Estate Investor
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“I highly recommend Cameron for any accounting needs you may have. Plan to transition to his firm.”
Christine Monteith White
Real Estate Investor
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![A smiling man in a dark green suit with a patterned green tie, standing in front of a blurred background with green and white lights.]()
“I struggled to find time to balance my receipts, but Cameron was able to find me relief.”
Jeffrey Tam
Business Owner
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“I recommend Cameron to friends and family without hesitation. Knowledgable in everything bookkeeping.”
Kendrick Gomez
Business Owner
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Summer Bookkeeping Systems Diagnostic Review FAQs
1: What is a QuickBooks Online Diagnostic Review for real estate investors?
A QuickBooks Online Diagnostic Review is a deep dive into your current bookkeeping setup. We review your chart of accounts, transaction categories, reconciliations, and reporting accuracy to uncover issues and opportunities. It’s specifically tailored for real estate investors like house flippers, BRRRR buyers, rental owners, and builders.
2: What do I get from the Free Bookkeeping Diagnostic?
You’ll receive a customized roadmap that outlines what's working, what needs to be cleaned up, and how to optimize your books for tax savings and decision-making. This includes insights on property tracking, loan balances, job costing, and proper expense categorization. This is all aligned with how real estate investors should use QuickBooks Online.
3: How long does the QuickBooks Online file review take?
Once you submit access and supporting documents, the review typically takes 3–5 business days. We will schedule a follow up video conference to go over the findings where I will share my screen to show you your QuickBooks file. We will go over the roadmap together and you’ll be able to ask any clarifying questions. You’ll then be provided with the PDF summary of findings, with your personalized cleanup and optimization plan.
4: Who is this bookkeeping review for?
This review is ideal for real estate investors using QuickBooks Online. Especially if you're behind on reconciling accounts, unsure about your reports, or preparing for tax deadlines. Whether you're flipping homes, managing rental properties, or building new projects, we’ll help you make sense of your numbers.
5: What if I don’t use QuickBooks Online yet?
No problem! If you're still using spreadsheets such as Excel or Google Sheets, I can still assess your current bookkeeping setup and show you how QuickBooks Online can be set up the right way for your real estate business. QuickBooks Online is the preferred accounting system for real estate investors.
6: Is there any obligation to sign up for monthly services?
Not at all. This is a no-strings-attached review. You’ll walk away with actionable insights whether you choose to work with us further or not.
7: What makes this review different from other QuickBooks Online audits?
I speak the real estate investor language.
That means I understand how to track capital improvements, house flipping work in progress (WIP), separate flips from rentals, depreciation, and structure your QuickBooks file so it reflects how your business actually operates.
Whether you're managing BRRRRs, flips, or new builds, I know the terms, the strategies, and the numbers that matter. You won’t have to explain what a draw schedule is or how hard money interest works; I already get it.
8: What does this normally cost? Why is it free?
This level of service usually costs $449.
I’m offering it for free this summer, out of goodwill, as a way to give back and help real estate investors get their books cleaned up before the next tax deadline.
If you’ve been behind on your bookkeeping or unsure if your QuickBooks Online file is set up the right way, this is a risk-free opportunity to get expert eyes on it and walk away with a clear action plan.
Spots are limited. Because each review takes time and personalized attention, I only have capacity for 5 diagnostic reviews. If you’re interested, act now!