Bookkeeping Services for the
Real Estate Professional
Is Bookkeeping Holding You Back?
YouFirst Ledger Services, LLC can handle the numbers, so you can handle your business!
Selling homes is your passion, not crunching numbers and tracking receipts. Whether you are a broker, agent, or investor, your focus is most needed on growth and innovation. Let me take the bookkeeping hassle off your mind, so you can focus on turning houses into homes.
YouFirst Supports
Transaction Categorization
Account Reconciliation
Financial Reporting
Accounts Payable and Receivable Management
Online Software Setup and Personalization
Receipt Management
Books Clean-Up/Catch-Up
Monthly Consultation
Important Note: All work is performed virtually and with use of Quickbooks Online accounting software only.
Industry-Specific Chart of Accounts
Want to find out more?
Our Collaboration Roadmap
1. Discovery Call
In a Discovery Call, we will talk about your operations, discuss your specific needs, and see if we’re a good match to work together. If you are interested in moving forward for a pricing quote, I will request information from you to do a diagnostic review of your records.
There is NO obligation or pressure to agree to services.
2. Strategy Development
Based on review of your records, I will devise a Success Plan, which will outline recommended solutions and next steps as well as provide an exact pricing quote.
There is NO obligation or pressure to agree to services.
Upon acceptance of the Success Plan, I will electronically submit a Bookkeeping Service Agreement, which will clearly outline the services and pricing. Once that is signed and payment received, we will move forward with the onboarding process to get all information needed from you.
3. Agreement Initiative
4. Peace of Mind
Let go of your bookkeeping stress and look forward to receiving updates and information from me as well as clean, updated financial reports. You go take care of your business — I got your books!