Bookkeeping • Advisory Reporting • Dashboards
Financial clarity built for the way your business operates.
Specialized monthly bookkeeping, compliance-aware reporting and practical financial insight for mortgage, real estate and property management businesses.
Bookkeeping and reporting only. We do not prepare tax returns, and we are happy to collaborate with your CPA.
More than a clean set of books
Choose the kind of clarity you need.
Start with dependable bookkeeping, add decision-ready reporting as you grow, or turn your financial and operational data into a focused management dashboard.
Clean & Current Books
A consistent monthly close, reconciled accounts and reliable financial statements you can stand behind.
Reporting & Advisory
Cash-flow visibility, budget-to-actual context and structured reviews that turn reports into next steps.
Dashboards & Report Cards
Custom views of the measures that matter—designed for faster conversations, clearer priorities and better decisions.
Ongoing support
Three levels of financial support.
Each engagement is scoped around transaction volume, entities, systems, reporting needs and the condition of the books.
Reliable foundation
Clarity
From $750 / month
For lean teams that need accurate books and a dependable monthly reporting rhythm.
- Monthly bookkeeping and reconciliations
- Profit & Loss and Balance Sheet
- Consistent close and documentation
- Industry-aware account structure
Growing teams
Growth
From $1,500 / month
For businesses that need financial context—not just completed statements—as volume and complexity increase.
- Everything in Clarity
- Cash-flow and budget-to-actual reporting
- Trend and core KPI reporting
- Monthly insight and priority review
Leadership visibility
Vision
From $3,000 / month
For established teams that need forecasting, dashboards and a more strategic reporting cadence.
- Everything in Growth
- Forecasting and scenario planning
- Custom KPI dashboard and scorecard
- Leadership-focused financial reviews
A standalone offer or strategic add-on
Decision dashboards & financial report cards.
Your reports should do more than document the past. We organize agreed financial and operational measures into a clear view of performance, priorities and emerging risks.
Start with a one-time dashboard build, add a recurring monthly report card, or include the work within a Growth or Vision engagement.
Monthly Performance Snapshot
Illustrative report card
ON TRACK
104%
Above plan
2.8 mo.
Stable
18.6%
Review trend
Management focus: protect margin as volume grows and monitor the two largest expense categories against plan.
Industry-specific by design
Track what actually drives your business.
The right dashboard, report card and account structure depend on your operating model. Measures are selected with you and built around the data available.
Mortgage
Financial visibility that supports production, liquidity and compliance readiness.
- Funded volume and revenue per loan
- Pull-through and originator performance
- Liquidity, net worth and reporting readiness
Real Estate
Reporting that connects closings and commissions to true company performance.
- GCI, splits and team profitability
- Pipeline, closings and marketing return
- Entity and location performance
Property Management
Clear operating and financial measures across units, properties and portfolios.
- Occupancy, delinquency and vacancy loss
- NOI and expense per unit
- Turn time and portfolio-level trends
Flexible, scoped support
Add what the business needs now.
Add-ons may be paired with an ongoing package or scoped as a separate project when appropriate. Deliverables, source data, filing responsibility and timelines are confirmed before work begins.
Dashboard & Report Card Builds
Custom KPI views, management scorecards and recurring performance summaries.
Catch-Up & Clean-Up
Historical categorization, reconciliations and documentation to bring the books current.
Compliance & Licensing Reports
NMLS, FHA, investor or recurring operational reporting support when applicable to the engagement.
Accounts Payable Coordination
Optional bill workflow and payment support with responsibilities and approvals clearly defined.
1099 & 1098 Filing Support
Year-end data review, preparation and filing support coordinated with your tax professional as needed.
Systems, Consolidation & Special Reporting
Chart-of-accounts redesign, multi-entity reporting, budgets, forecasts and defined custom projects.
A clear beginning
How an engagement starts.
Discovery
We discuss the business, current systems, priorities and the decisions you need the numbers to support.
Review
We assess scope, data access, reporting needs and the condition of the books.
Recommendation
You receive a defined service recommendation, deliverables, responsibilities, timing and pricing.
Onboarding
We establish secure access, workflows and the reporting cadence before ongoing work begins.
Services FAQ
A few things to know.
Can I purchase a dashboard without monthly bookkeeping?
Yes. A dashboard or financial report card can be scoped as a standalone build when the underlying data is sufficiently reliable. If the source records need cleanup first, that work will be identified separately.
Are dashboards real-time?
The refresh frequency depends on the selected platform, available data sources and scope. We can build around agreed exports or supported connections, but we do not describe a dashboard as real-time until the data flow has been reviewed and confirmed.
Do all packages include compliance filings?
No. We maintain compliance-aware bookkeeping and documentation across engagements, but specific filings or regulatory reports are included only when they are listed in your scope. They may be added when applicable.
Do you provide tax preparation, payroll or accounts receivable services?
We do not prepare tax returns, and payroll processing and accounts receivable management are not part of our core service. We can coordinate financial information with your CPA and other providers. Accounts payable support may be added where appropriate.
What determines the monthly price?
Pricing reflects transaction volume, number of accounts and entities, reporting complexity, systems, required meetings and the condition of the books. Starting prices are planning ranges; final scope and pricing are confirmed after review.
Can I start with one package and change later?
Yes. Many clients begin with a clean monthly close and add deeper reporting, forecasting or dashboard support as the business becomes more complex.
Start with the decision you need to make
Let’s build the level of financial clarity your business needs next.
We’ll identify the right starting point—ongoing bookkeeping, advisory reporting, a dashboard project or a focused add-on.