Thanks for connecting with me
I’m glad you’re here
I believe a better business starts with better bookkeeping practices.
Together, we can do just that!
I know you are a busy RE Investor, who wants their books done well so you can use the information in your decision making. After years of supporting people like you, I learned ONE important truth: the reason you don’t understand your numbers isn’t YOU! It’s because your current accounting system doesn’t produce reliable, timely data that you can use.
Below you will find ways to connect to my free resources or better yet, book a call with me to discuss your bookkeeping process live.
I look forward to partnering with you.
-Stacey Seguin
Untangle your bookkeeping mess
There is no judgement about having messy bookkeeping practices but they will absolutely hold you back. Let’s untangle the mess together.
Having Numbers that Impact Your Business Instead of Report the Results
As a real estate flipper or landlord, you need your numbers to do more than just be sent to the IRS annually. And the ultimate dream is to use your numbers for analysis and decision making. Traditional accountants/CPAs don’t understand the complex reality of what you do, and you may be pinning for a partner who understands “YOUR Dream” and the path needed to get there. Traditional CPA’s best advice is typically “just don’t make so much, OR “just don’t spend so much.” This thinking doesn’t apply to your business.
I understand your frustration – your need for financial management data beyond reconciliation. You deserve to KNOW you can make a move without bringing down the house of cards. If your current bookkeeping isn’t producing the results you expect, then find someone who can.
We are CFOs who understand real estate investing operations and business leadership. We get multi-entity entrepreneurs and see firsthand how real estate businesses can grow and become profitable using our process and guidance. And it all starts with your accounting foundation.
You Dream of Having Numbers you can use in your Real Estate business.
You Dream of Having Numbers you can use in your Real Estate business. As a flipper, or a landlord, you need your numbers to do more than just be sent to the IRS annually. You dream of having numbers for Analysis. You pine for a Partner who Gets YOUR Dream. And the best advice you get from your CPA is “just don’t make so much, OR “just don’t spend so much”
I get it – you need financial management data beyond reconciliation – you WANT to make better decisions, you WANT to KNOW you can make this move without bringing down the house of cards. And your current bookkeeping isn’t producing the results you expect.
We are different because we are business owners, we are experienced in the real estate industry. We get multi-entity entrepreneurs and we know you need better than you are getting. We are CFOs who get operations and business leadership. And we start with your accounting foundation.
Typical Clients
Flippers and Rental Property Owners who want their REI business to contribute meaningfully
Multi-entity entrepreneurs – need to understand what is happening across businesses.
Want analysis so they can make better business decisions.
Are you experiencing these challenges?
- Chaos managing it all
- File taxes on time;
- Don’t know if they are doing it right
- Making sense of what it all means (want to know what goes where and why)
- Looking back and still not sure the numbers are accurate, picking them apart causes doubt in themselves and in the people doing the data entry
- Don’t have a good process for accounting – its catch as catch can
- Can’t adequately explain to outside people (lenders, partners, investors, spouses) – casting doubt on ability to
Our Solutions
Weekly bookkeeping
Momentum and Accountability
Analysis & Performance Dashboard Equity tracking
Our 4 Phase Framework
Phase 1: Inventorying Your Operations
We get it. Your head is probably spinning with the project management of multiple flips or doors you must maintain and dispo! It’s overwhelming thinking about all the people, software, and receipts you need to deal with, much less organize everything. Then there are all the credit cards and lenders that you work with to make everything possible. It’s a lot. We are here to help you make sense of all the details by starting with the who, the what, and the when. Trust me, in 5 years, you won’t remember all these details, so it’s best to document as you go. Together, we dive in and document what we can about your ecosystem. Things like your tech stack, bank accounts, banking relationships, lenders, vendors, customers, partners, equity partners, or joint ventures and filing entities.
Phase 2: Untangling the Threads
We need to know your entire operation because we must understand the mess. It’s in the mess that we know how to untangle it and create better systems for you to follow. There is no judgment, and strive to develop a trusting environment for you to untangle the threads together.
Phase 3: Making Meaning of the Numbers
This is where most people’s experience of accounting starts. We look at the numbers and find out what they are telling us to create an understanding of what is happening. The goal is to develop consistent, relatively accurate, and timely reports every month.
Phase 4: Performance Mode (or Let’s Fly Mode lol)
We are not playing catch up anymore because we’re in the zone! We’re up and running the routine accounting processes that gets you weekly, monthly, quarterly, and yearly deliverables. You’re now able to make decisions based on what will happen, not just what has happened. Putting you in an empowered position.