Congratulations!
You’ve taken a big step toward financial freedom by diving into real estate investing — maybe you’ve even bought your first property.
But here’s the catch: real estate doesn’t come with a “how-to” guide, especially when it comes to bookkeeping.
Maybe your mentor told you to keep your financials clean, but didn’t explain how, so now you're probably reaching this point:
You’re wondering if you should hire help... or figure it out yourself.
Bookkeepers are expensive — and right now, your cash flow likely can’t support that.
Trying to learn it all on your own? That takes hours you don’t have and still leaves you second-guessing if you’re doing it right.
As both a CPA and a real estate investor, I’ve seen this struggle firsthand.
So many new investors are doing great deals, but their books are a mess — not because they don’t care, but because no one ever showed them what to track, how to organize it, or when to do it.
And they simply haven’t scaled enough yet to afford outsourcing.
If that's you, then know this:
You don't have to struggle through that part of being a rookie investor.
You can manage your own bookkeeping with confidence now, and you can outsource clean books when you are ready.
You just need to be shown how.
All of the above options are valid. But now, you have a fourth option.
Bookkeeping For Real Estate Investors is specifically designed to help new real estate investors who want clean books, clear reports, and control of their finances - even if they've never opened QuickBooks.
Learn what to track, when to track it, and how to organize your finances so you're ready to scale and outsource like a pro.
With Bookkeeping For Real Estate Investors, you get:
Freedom from bookkeeping overwhelm and second-guessing
Confidence to manage your books now—and to outsource them smoothly later
The ability to scale your business without handing over a bookkeeping mess
Here is the roadmap of current and "coming soon" modules. As new modules are added, the course price will increase for new enrollments.
MODULE 1
Bookkeeping Basics
Here we cover all of the bookkeeping basics you’ll need to know no matter what your investment strategy is. From company setup to data entry to pulling reports, everyone needs to know this stuff in order to build and maintain a clean set of books.
MODULE 2
REI Bookkeeping For Flips
Whether you plan to be the next HGTV star or you’re doing a standard fix ‘n flip, this is the module where we will cover all things for flipping so you’ll be able to confidently track how the project is going in real time and also present it accurately on your financial statements.
MODULE 3
REI Bookkeeping For Rentals
Calling all landlords! This module will walk you through the bookkeeping process for buying, rehabbing (if any), renting, refinancing, and repeating the processes over and over.
MODULE 4
REI Bookkeeping For Wholesaling
Wholesalers also have their own accounting nuances for marketing, assignment fees, etc., and those will be discussed here.
MODULE 5
"Now What?" And Other Odds & Ends
Now that you'll know how to create a fabulous set of books for the three most common investment strategies, we will discuss here the "when" on bookkeeping along with how to outsource when the time comes.
| Step-by-step video lessons and accompanying written instructions walking you through setting up and maintaining a real estate-specific bookkeeping system | $497 value |
| Real Estate Chart of Accounts Templates — tailored to your business, no guesswork | $97 value |
| Monthly Bookkeeping Checklist — stay consistent and never fall behind | $47 value |
Outsourcing Prep Guide — know exactly what to hand off (and when) |
$97 value |
That's over $700 in tools and training
...designed to save you hours of stress, boost your financial confidence, and help you grow a real business—not just a mess of receipts.
And you can get everything today for just $297.
2 Week Money Back Guarantee
Personally, my aim is to over-deliver on value and provide exactly what you need in this course. However, I might miss the mark in some cases, and I totally get it!
For whatever reason, if you feel the course doesn't provide the amount of value you feel you paid for or it doesn't meet your expectations, let me know within 14 days from the date of your purchase and I will personally refund 100% of the price you paid.
In case I missed anything, here are some commonly asked questions:
I primarily teach people how to do their bookkeeping using QuickBooks Online since it is the best bookkeeping software that has double entry accounting AND class tracking (how revenues and expenses are tracked by property, which is imperative in real estate investing). Most accountants in the US use QuickBooks, so the likelihood of your CPA using it is high. You could still learn some things from this course without using QuickBooks, but most of the course consists of step-by-step instructions on how to use QuickBooks as your bookkeeping software.
No! I guide you through every step from the VERY beginning of starting your investing journey. I’ll show you exactly which version of the program you need, how to subscribe, and how to set it up.
Not at all. I’ll guide you every step of the way and all you need is a willingness to learn.
Yes! Even seasoned investors who have been doing their own bookkeeping for a long time will find plenty of useful information within the course.
As stated above, I walk you through exactly what you’ll need to do in an easy-to-follow format and I highlight the easiest and simplest methods, which are my favorite! If you are viewing this page, you have some experience with technology, and that level of experience is plenty in this space.
