This checklist gives you exactly what to request from your new REI Client as you’re onboarding them. This checklist saves you trial and error over multiple years. That’s what it took to create this. Enjoy!

Click on Access Now to download your free copy!

This free template utilizes Google Sheets. Click on Access Now to save your free editable copy!

This free template utilizes Google Sheets. Click on Access Now to save your free editable copy!

This free template utilizes Google Sheets. Click on Access Now to save your free editable copy!

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This Chart of Accounts import is the foundation for the bookkeeping for a Real Estate Investor. Before you begin serving a real estate investing business(s) as a Bookkeeping Professional or doing your own books as an REI, your QuickBooks Online (QBO) account needs to be properly set up. Your chart of accounts directly affects how your financial reports are read.

Take a page from our internal playbook with this REI bookkeeping prospect qualifying and pricing questionnaire. In this PDF we give you the blueprint we ask our prospective clients AND our very own pricing formula we use to quote clients. *This isn't a ready-to-use document but rather a step-by-step guide on how to set up your own custom questionnaire and pricing structure.

A proven Proposal template to use when quoting each prospective client. Every Bookkeeping Professional needs a great Proposal template to communicate your plan and how much your services will cost for each individual prospective client. Don’t spend hours and hours creating one and testing it. You can adopt this one instead to help you convert prospective clients. It has been thoroughly tested and proven.

Easy-to-follow flow chart with supplemental information you can adopt to decipher what to Capitalize versus what to Deduct for Rental Properties. This cheat sheet will save you countless hours devouring IRS publications & your Clients $$$ speaking with their tax professionals.

REI Client “Smart Card” template that allows you, your entire bookkeeping firm, and your Client to stay on the same page during their entire bookkeeping lifecycle. You adopt this template for each REI Client and it provides an organized and detailed view of things you need to know about each REI Client. Don’t spend hours and hours recreating the wheel. Adopt this template instead.

Discovery Call (Sales Call) template to focus your mind prior to the call and walk you through the entire call with every prospective client. You will further qualify each prospective client while gathering any lagging information you need to provide them with a proposal. You’ll also use this template to inquire about their goals and the most significant struggles they currently face in their business. This will make them feel safe and heard with you while building trust.