ACCUPRO: Accounting and Advisory
Hi. I'm Lee.
I'm a bookkeeper, real estate investor, and licensed Certified Public Accountant (CPA) who works with driven real estate investors and entrepreneurs.
You’re a real estate investor, flipper, wholesaler, or a business owner. There’s substantial wealth to be built in real estate, but you didn’t come from a background of accounting expertise, and managing your real estate's accounting and tax planning feels like a daunting task—despite your success in deals and managing properties.
I’m here to bridge the gap between what you know and what you need to know to maximize your financial planning, tax planning, and return on investment. Together, we’ll build a thriving and sustainable business. I’ll be your financial partner, relieving the pressure of managing your books and finances, so you can focus on what you do best—growing your portfolio and closing deals.
Our services
Bookkeeping Essentials
-Track and record your income and expenses on individual properties
-Maintain your balance sheet on individual properties and entire portfolio
-Prepare bank reconciliations
-Preserve financial records for your business
-Provide monthly profit & loss statement and balance sheet directly to your inbox by the 15th of each month
-Provide annual year end reports which are the basis for your tax return
-Advice on tax treatment and potential expense write-offs and new asset purchases
-Quarterly review call to discuss your reports and answer any questions
CFO Services
-Financial planning and Strategy
-Capital Structure and Financing
-Financial reporting and Analysis
-Track key performance metrics
-Tax planning and Compliance
-Monthly financial reviews
-Real-Time financial support