Rebuild the link between your receipts, bank activity, and project records before opening another file.
The work in scope
- Source-document inventory
- Uncategorized transaction review
- Duplicate and transfer investigation
- A documented handoff to monthly work
Useful records for the first review
- Purchase and sale closing statements
- Rehab invoices and project identifiers
- Bank, card, and funding records
Start with your situation
Tell us about your active flips and recent closings. We will identify the records available, the questions that need answering, and a practical sequence for the work.
How this work is scoped
Scope follows the property lifecycle. We identify the entities and active flips, the records available at acquisition, and the expected sale handoff. The engagement specifies who supplies project information and who reviews the completed schedules.
Keep responsibilities clear
This is bookkeeping support and management-use reporting. Tax treatment, return preparation, legal interpretation, audit, and attest services are outside this offering.