Bookkeeping Investment
Pricing for Our Services
Bookkeeping That Supports Your Business Goals
Managing rental property or business finances can be overwhelming. At INVESTOR FRIENDLY CPA®, we provide real estate investors and business owners with professional bookkeeping services to keep income, expenses, and tax records organized and optimized for maximum tax savings.
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Bookkeeping Process
Clear, consistent, and tax-ready books—supported by a simple monthly process designed to keep your finances on track.
1
Setup & Onboarding
We get to know your business, set up youraccounts, and connect your financial systems.
2
Transaction Recording
We track income, expenses, and categorize every transaction accurately.
3
Reconciliation
We match your bank and credit card records to ensure nothing’s missing or duplicated.
4
Reports & Insights
You receive monthly or quarterly financial reports like Profit & Loss and Balance Sheet.
5
Year-End Tax Prep
We wrap up your books for the year and make sure everything’s ready for tax season.
Our Services
Customized Pricing to Match Your Requirements
Essentials Bookkeeping
$500/month +
Perfect for new investors or small business owners needing clean, accurate books.
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Services:
Ideal for:
- 1–3 rental properties or entities
- Basic income & expense tracking
- Simple Profit & Loss and balance sheet needs
Includes:
- Reconciliation of bank, credit card, and loan accounts
- Real estate-specific chart of accounts setup & maintenance
- Monthly transaction categorization
- Basic monthly financial reports (Profit & Loss & Balance Sheet)
- Quarterly check-in meetings
- Light support for AR (Accounts Receivable)/AP (Accounts Payable) as needed
- Email access for bookkeeping questions
Growth Bookkeeping
$1,200/month +
For growing investors or scaling businesses with more complexity.
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Services:
Ideal for:
- 4–10 rental properties or diverse income streams
- Short-Term Rentals, contractors, e-commerce, or hybrid business models
- Higher transaction volume
Includes Everything in Essentials, plus:
- Accrual-basis financials
- Monthly financial close & custom reports
- Monthly financial review meetings
- Ongoing AR (Accounts Receivable) management
- Ongoing AP (Accounts Payable) management
- Capital Expenditures vs. Operating Expenses tracking
- Class tracking & entity-level Profit & Loss
- Property, project, or department-level reporting
- Cash flow summaries
Advanced Bookkeeping + Strategic Oversight
$2,500/month +
For advanced investors and established businesses with multi-entity portfolios.
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Services:
Ideal for:
- Partnerships, syndications, or LLC stacking
- Businesses with employees, complex ops, or multi-location tracking
Includes Everything in Growth, plus:
- Multi-entity consolidations
- Partner/shareholder equity tracking
- Monthly KPI dashboards
- Budgeting & forecasting support
- SOP documentation for financial processes
- Monthly accrual-based financials + strategy meeting
- Support for audits, financing, or capital raise prep
- Dedicated account manager
Fractional CFO Services
$5,000/month +
For high-performing investors who need strategic financial leadership.
Get Started
Services:
Ideal for:
- Capital planning, fundraising, or Mergers and Acquisitions prep
- Complex portfolios or layered business structures
- Data-backed decision-making
Includes:
- Strategic financial oversight & growth planning
- Budget-to-actuals analysis
- Forecast modeling and scenario planning
- Stakeholder & investor-ready reporting
- Custom KPI dashboards
- Weekly or biweekly strategy check-ins
Add Ons:
$500 –$1,000
Historical Books Cleanup
$250
QuickBooks or Stessa Setup & Onboarding
$200/month
Payroll Coordination (via Preferred Providers)
$300
1099 Tracking & Filing Support
$400
Chart of Accounts Redesign
$500–$1,500
CRM, POS, or e-comm Platform Integrations: $500–$1,500
$300–$800
Customized Financial Dashboards
Our Services
Here’s How You Can Connect and Work with IFC
Area of Expertise
Trusted by Clients in All 50 States Nationwide
Our nationwide reach is built on consistent results, expert guidance, and relationships that last. Wherever you are, we’re here to support your goals.
Total Clients
1,000
+
Tax Saving Strategies
300
+
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We specialize in tax planning strategies that help reduce your liabilities and boost profits—fueling your growth and long-term financial success.
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