BookkeepingRE Book a Discovery Call

Bookkeeping for Real Estate& Service-Based Businesses.

Is your tax season stress-free?

Your journey begins with a BookkeepingRE Discovery Call.

Book a Discovery Call Thirty minutes with Jake on Zoom. No pitch deck.

September only, Onboarding Fee waived.Agreement signed by September 30th.

  • 11.5% more revenue

    Small and mid-sized businesses with an accounting professional bring in 11.5% more revenue than those without.

  • 9.1 hours a week back

    The same businesses save an average of 9.1 hours a week by handing the books to a professional.

  • 80% less stress

    Eight in ten report a moderate to transformational reduction in stress once someone else keeps the books.

Source: Intuit QuickBooks with Goldsmiths, University of London, and ACCA, 2024, a study of small and mid-sized businesses.

Our three phases.

Every client walks the same road.

  1. Phase 1

    Onboarding

    Documents, QuickBooks Online, view-only access, the onboarding call.

  2. Phase 2

    Catch-up

    Every past month brought current, checked twice, then a Catch-Up Review Zoom.

  3. Phase 3

    Ongoing bookkeeping

    A weekly tidy, financials on the 15th or before, year-end by mid-February.

Services: how the three phases work

Our promise, every month.

  • Within 24 hours

    Every bookkeeping question you ask in the client portal gets a response.

  • On the 15th or before

    Reconciled financials published every month, after a weekly tidy.

  • By mid-February

    Your year-end package to your tax preparer, after a January review call.

  • View-only, always

    We never move money. Read access to your accounts, never a login that can pay.

Who we serve.

  • Buy-and-hold landlords: long-term, mid-term, short-term, co-living
  • Flippers and BRRRR investors
  • Wholesalers
  • Developers and build-to-rent
  • Real estate agents and brokers
  • Out-of-state and creative-finance investors
  • The service business you run alongside your portfolio: a law practice, consulting, coaching

We keep your books for two readers.

Your tax preparer

  • One QuickBooks Online file per entity, a class per property.
  • Every loan, refinance and transfer posted where a preparer expects it.
  • The year-end package by mid-February, after a January review call.
  • 1099s prepared and filed where they apply.

You, the business owner

  • Reconciled financials on the 15th or before, every month.
  • Every portal question answered within 24 hours.
  • A weekly tidy, so nothing piles up.
  • View-only access. Your money stays yours to move.

We are real estate investors doing the bookkeeping. We own rentals too, so a rehab draw, a refinance or a transfer between your LLCs looks familiar the day it lands.

In their words.

Jake and the BookkeepingRE team have been a breath of fresh air. Not only are they competent and skilled in what they do, but they are also approachable and quick to respond and support.

Erick G. · Google

I have worked with several bookkeepers in the past and none compare to the team at BookkeepingRE. They truly have a great knowledge of accounting and real estate investing.

Andy E. · BiggerPockets and Google

They are a true partner for me in my real estate journey! I can now focus my time on finding deals rather than getting my books together for tax season.

Pablo S. · Google

Jake and his team are great to work with! They are organized and communicative. Highly recommended!

Collin O. · BiggerPockets and Google

All the reviews, as written

BookkeepingRE BiggerPockets Featured Tax Pro

Book a Discovery Call.

In thirty minutes on Zoom you get a plain answer on whether we fit and what it costs.

Jake Baker, founder of BookkeepingRE.

Jake Baker, founder of BookkeepingRE.

More about Jake and the firm