(716)778-4074
Our Services
Financial Operations & Ongoing Bookkeeping:
Our Financial Operations package is designed for business owners and real estate professionals who want more than clean books. We handle the day-to-day bookkeeping and provide the financial oversight needed to make confident decisions, stay tax-ready, and scale without chaos.
This package typically includes:
- End-to-end monthly bookkeeping
(Bank & Credit card reconciliation, transaction categorization, and accurate checks)
- Monthly financial reporting
(Profit & Loss, Balance Sheets, and key performance insights)
-Cash flow visibility & monitoring
(So you always know where money is going & what's available)
- Ongoing review & issue detection
(Identifying discrepancies, trends, and potential problems before the grow)
- CPA-ready books & collaboration
(Ensuring your accountant has clean, reliable data - no last-minute scrambling)
- Owner-level support
(Clear answers when you have questions about your numbers, not just reports sent & forgotten)
This service is best for business owners who want their finances handled proactively - not just tracked after the fact.
Catch-Up & Clean-Up Bookkeeping:
Behind on your books? We'll fix it.
If your bookkeeping is months (or years) behind, we offer catch-up services to bring everything current and accurate.
This service is ideal for:
- New business owners.
- Business owners switching bookkeepers.
- Anyone preparing for tax filing or financing.
Once your books are clean, we can transition you into ongoing monthly support.
Real Estate Financial Operations & Bookkeeping:
Built for agents, investors, and real estate professionals who want clarity on their numbers - not just clean books.
We specialize in working with real estate professionals who need accurate tracking of commissions, expenses, and profitability - with book structures to support growth, tax planning, and smarter financial decisions.
This Includes:
- Commission income tracking
(Clear visibility into where income is coming from and how it performs over time)
- Real estate-specific expense categorization
(Structures to support tax deductions, reporting, and CPA review)
- Monthly profitability reporting
(So you can clearly see what you're making - and what's eating into it)
- Books built for scale
(Clean structure that supports growth, additional entities, and future investments)
This service is ideal for real estate professionals who want their finances organized proactively - not cleaned up once a year.
Custom monthly pricing based on volume and complexity:
Financial operations & bookkeeping are not one-size-fits-all.
Pricing depends on transaction volume, accounts, and operational complexity.
Most clients fall between:
$750-1,500 per month, depending on transaction volume, accounts, and reporting needs
This range reflects ongoing financial oversight, reporting, and proactive bookkeeping support.
Most clients in this range are actively closing deals or managing multiple income streams.