QuickBooks Online for Today's Landlord

You bought your rental properties to build wealth, not to become a full-time data entry clerk. If you’re dreading the "Schedule E" conversation with your CPA or you aren't 100% sure where your tenants' security deposits are sitting, it’s time to professionalize your books.

In this private, 2-hour intensive session, we skip the corporate accounting fluff and focus entirely on the workflows that matter to a real estate investor.

• The Landlord’s Chart of Accounts: Set up your books to mirror IRS Schedule E categories (Cleaning, Maintenance, Taxes, Insurance) for a 5-minute tax season.
• Security Deposit Safeguards: Learn the correct way to hold deposits as a liability—not income—so you stay legally compliant.
• Property-Specific Tracking: Use "Classes" or "Tags" to see exactly which property is your top performer and which one is eating your cash flow.
• The Receipt-to-Repair Pipeline: Set up the QBO mobile app so you can snap a photo of a plumbing receipt at the property and have it categorized before you even start your car.

This is a Private, 1-on-1 Session tailored to your specific properties and bank accounts.

• Investment: $299 (Flat Fee)
• Duration: 120 Minutes
• Location: * In-Person: Serving the Greater Sacramento Area (Roseville, Folsom, Elk Grove, and Downtown).
• Via Zoom with interactive ScreenShare (Session recording included).

"Most landlords realize they have a bookkeeping problem when they get audited or try to refinance. My goal is to make sure your books are 'bank-ready' and 'IRS-proof' every single day."

Know what’s Happening Next — before everyone else does.

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