Services Designed Around Your Needs
Each service addresses specific financial management challenges. We tailor our approach to match your business situation and objectives.
Return HomeFinding the Right Financial Support
Different businesses face different financial challenges. Our services target specific needs, whether you're managing property investments, coordinating contractor payments, or analyzing business economics.
Each option can stand alone or work together as your requirements evolve. We're here to discuss which approach might serve your current situation.
Our Service Areas
Real Estate Investment Bookkeeping
Financial management tailored to property investment portfolios. We track rental income, property expenses, and capital improvements separately for each asset while maintaining portfolio-level visibility.
This Service Helps You:
- • Track income and expenses by individual property
- • Maintain depreciation schedules for tax reporting
- • Receive portfolio performance reports
- • Prepare organized tax documentation
1099 Contractor Management
Organizing information and filings related to independent contractor payments. We track payments throughout the year, gather required W-9 documentation, and ensure timely year-end filing.
This Service Helps You:
- • Collect and maintain W-9 forms systematically
- • Track contractor payments accurately
- • Prepare and file 1099 forms on schedule
- • Maintain compliant contractor records
Breakeven Analysis
Calculating the volume or revenue level at which your operations cover their costs. We examine cost structures, identify fixed and variable components, and model various scenarios.
This Service Helps You:
- • Understand your cost structure clearly
- • Calculate breakeven points for current operations
- • Model impact of pricing or cost changes
- • Support pricing and volume decisions
Comparing Service Options
| Feature | Real Estate Bookkeeping | 1099 Management | Breakeven Analysis |
|---|---|---|---|
| Service Type | Ongoing Monthly | Ongoing Monthly | One-Time Project |
| Investment | $1,250 USD/month | $500 USD/month + fees | $1,600 USD |
| Typical Timeline | Monthly cycle | Year-round tracking | 2-3 weeks |
| Who It Serves | Property investors | Businesses with contractors | Growing businesses |
| Primary Benefit | Portfolio visibility | Compliance assurance | Informed pricing |
Finding Your Match
Selecting the right service depends on your current financial management challenges and business objectives. Here are some considerations that might help.
Consider Real Estate Investment Bookkeeping if:
- • You own multiple rental properties and struggle to track individual performance
- • Tax season requires extensive consolidation of property records
- • You want better visibility into which properties perform well
- • Depreciation schedules and capital improvement tracking seem overwhelming
Consider 1099 Contractor Management if:
- • You work with numerous independent contractors throughout the year
- • Collecting W-9 forms and tracking payment thresholds feels burdensome
- • Year-end 1099 preparation creates stress and time pressure
- • You want assurance that contractor compliance requirements are met
Consider Breakeven Analysis if:
- • You're launching a new product or service and need pricing guidance
- • Understanding your cost structure and profitability thresholds would help planning
- • You want to model how pricing or volume changes affect profitability
- • Business expansion decisions need financial foundation
Let's Discuss Your Needs
Not sure which service fits your situation? A conversation can help clarify which approach might serve your current financial management needs. We're happy to discuss your specific circumstances without obligation.
Get in Touch