WELCOME TO THE BOOKWISE CFO

Creating Pathways to Profitability for Growing Local Businesses

Elevating Real Estate Financial Management with Precision and Expertise.

ABOUT COMPANY

Your Financial Partner for Success

We specialize in providing tailored bookkeeping solutions designed specifically for the unique needs of real estate professionals. With our expertise, attention to detail, and commitment to accuracy, we ensure that your financial records are organized, transparent, and optimized for your success

Our Vision

Our Mission

Our Company In Numbers

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OUR SERVICES

Real Accounting Services for You

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BOOKKEEPING​

Let us do the tedious busywork ​

  • Paying bills
  • Making deposits
  • Staying on top of receivables
  • Performing bank reconciliations
  • Providing necessary financial and tax information to the business owner and/or tax preparer

MONTHLY FINANCIALS​

We can help you with cost control and profit improvement​

  • Budgeting, forecasting, and preparing internal financial statements
  • Financial planning
  • Work side by side with your management team
  • Build banking relationships
  • Act as your liaison to outside CPA firms

FINANCIAL GROWTH STRATEGY ​

Not growing financially? We can help ​

  • Clearly understand your financial position
  • Identify ways to run your business more profitably
  • Sharpen your business strategy
  • Make recommendations that can increase your bottom line

TAX PLANNING​

Not sure what you can or can not deduct? Let us worry​

  • Organize your financials so you don’t miss any deductions
  • Understand the latest announcements from the IRS
  • Ensure proper compliance with all state and local laws

PROFITABILITY ANALYSIS​

Preparing for a sale or further expansion?​

  • Reviewing income statements and balance sheets to unlock full value
  • Complete financial analysis on potential acquisitions

AUDIT ASSISTANCE​

Let us deal with your auditor​

  • Preparing reconciliations for balance sheet accounts
  • Discussing with outside CPA firms complex financial transactions
  • Ensuring audits are complete and signed off

GET STARTED

Most smaller companies don’t have a need for a full-time Chief Financial Officer or Controller

Yet, bookkeeping alone can’t be used as a roadmap for financial strategy: it’s that in-between accounting analysis and financial advice that is needed in order to design your company’s strategic direction.

FAQ

The Most Questions

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We specialize in a range of bookkeeping services tailored specifically for real estate businesses. This includes but is not limited to: tracking income and expenses, managing accounts payable and receivable, reconciling bank statements, generating financial reports, and ensuring compliance with industry-specific regulations.
Our team consists of highly experienced professionals with a deep understanding of real estate accounting principles and practices. We have worked with various real estate businesses, including property management companies, real estate agents, investors, and developers, providing comprehensive bookkeeping solutions.

We utilize industry-leading accounting software such as QuickBooks, Xero, and specialized real
estate accounting platforms to streamline our bookkeeping processes. Our team is proficient in
these tools and can adapt to any specific software preferences or requirements you may have.

Ensuring the accuracy and security of your financial data is our top priority. We implement robust internal controls and encryption measures to safeguard your information. Additionally, our team undergoes regular training and follows best practices to maintain data integrity and confidentiality.
Yes, we offer tax preparation and filing services tailored specifically for real estate businesses. Our team stays updated on the latest tax laws and regulations affecting the real estate industry to help you maximize deductions and minimize tax liabilities.
We understand that each real estate business has unique needs and requirements. That's why we offer flexible service options tailored to suit your specific situation. Whether you need ongoing bookkeeping support, assistance with a one-time project, or customized solutions, we can accommodate your needs.
Our firm has lots of experience in real estate, allowing us to specialize and excel in this niche. We combine our expertise with personalized service, attention to detail, and a commitment to delivering timely and accurate results. With us, you can trust that your real estate finances are in capable hands.
Getting started is easy! Simply reach out to us via phone or email to schedule a consultation. During this initial meeting, we'll discuss your specific needs, goals, and preferences to tailor a bookkeeping solution that meets your requirements. From there, we'll guide you through the onboarding process and begin managing your real estate finances effectively.

OUR BLOG

Latest Blog & News for You

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In this blog post, we'll provide a comprehensive guide to maximizing tax deductions for real estate professionals. We'll discuss deductible expenses such as property maintenance, travel expenses, home office deductions,...
This blog post will explore the advantages of outsourcing bookkeeping tasks for property management companies. We'll discuss how outsourcing bookkeeping can save time and resources, improve accuracy and efficiency, and...
In this blog post, we'll delve into the importance of trust accounting for real estate agents and brokerages. We'll explain trust accounting regulations and requirements, including handling client funds, maintaining...

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CONTACT US

Let's work together

We would love to speak with you. Feel free to reach out using the form.

Thank you for reaching out! We’ve successfully received your contact form. We are excited to connect with you and will be in touch shortly to discuss your project. In the meantime, feel free to explore our website for more insights into our work and the solutions we offer. We appreciate your interest and look forward to collaborating with you.

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