Effective Date: 04/10/2026
Our business focus on helping real estate investors and other entrepreneurs thrive by simplifying complexities and fostering financial understanding through these core offerings:
Bookkeeper will provide Client with the following services and deliverables (collectively, “Services”) for the fiscal year(s) agreed:
Setup & customize your QBO account with the correct entities, properties, & categories.
Establish a correct Balance Sheet based on the latest tax return.
Record & categorize all transactions.
Reconcile all bank statements.
Produce accurate end of year balance sheet and profit & loss statements.
Unlimited support & meetings to ensure accountability to finish the work in a timely manner.
One 30-minute recorded meeting to review your financials & provide business strategies with our profit officer.
Bookkeeper will provide Client with the following services and deliverables (collectively, “Services”):
Daily transaction management
Unlimited assets management in the same entity
Asset & Liability management (classes & locations)
Monthly reconciliation of all bank accounts
Monthly balance sheet & P&L report
Monthly P&L report on active projects
Quarterly balance sheet & P&L report
Year end balance sheet & P&L report
Unlimited support via client interface
Fractional CFO will provide Client with the following services and deliverables (collectively, "Services"):
Monthly financial review & analysis
Cash flow forecasting & monitoring
Budget creation & variance analysis
KPI dashboard setup & monthly reporting
Financial strategy & advisory calls
Investor-ready financial package preparation
Annual financial planning & goal setting
Coordination with CPA/tax advisor at year end
Capital planning & financing strategy support
Unlimited support via client interface
Bookkeeper will provide Client with the following services and deliverables (collectively, “Services”) for the One-Time Service agreed:
Create & setup QuickBooks Online (QBO) subscription for main entity.
Customize Chart of Account (COA) to tailor investor profiles.
Customize locations & classes for based on entity structure & assets.
Create project pro forma template to track future rehab project.
One 30min recorded zoom session for best practice on DIY bookkeeping with a profit officer.
Bookkeeper does not prepare or file income tax returns. Client understands and agrees that they are solely responsible for preparing and filing their own income tax return, or hiring a third-party to do so on their behalf.
Bookkeepers business hours are 7-3pm CST. Bookkeeper will have a email communication turnaround time of 1-2 business days. From time to time it may be necessary for Bookkeeper to ask Client for clarification of the information provided, and relies on Client’s timely response. During the Term, Client agrees to maintain communication and provide all information and feedback needed for Bookkeeper to carry out their obligations under this Agreement. Parties agree to inform the other using reasonable efforts should a delay occur or be expected to occur. If Client does not maintain communication or provide Bookkeeper with information as requested and required for the duration of the term, Bookkeeper may, in their discretion, delay the delivery of Services and/or charge Client a fee of $50.00 per week for each week Client is not reachable by any forms of communication to accommodate for such delay.
Bookkeeper does not hold or store any original records. It is the Client’s responsibility to retain and protect all original records for future use, potential examination by any government or regulatory agency, prospective buyers of your business, acquiring business loans or for other purposes. Client is responsible for adopting sound accounting policies, for maintaining an adequate and efficient accounting system, for safeguarding assets, for authorizing transactions, for retaining supporting documentation for those transactions, and for devising a system of internal controls that will, among other things, help assure the preparation of proper reports. In addition, Client is solely responsible for identifying and ensuring that you comply with all applicable laws and regulations with respect to retaining your records.
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If you experience issues with our services or have questions, please reach out directly to [email protected] or call our number at (833) 574-4246.
For privacy-related inquiries, please refer to our privacy policy:
kpiadvisors/privacy-policy-page-4675
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For privacy-related inquiries, please refer to our privacy policy:
kpiadvisors/privacy-policy-page-4675
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You agree not to use our services for any unlawful purpose or in violation of these terms.
All content, features, and functionality of our services are owned by us and are protected by copyright, trademark, and other intellectual property laws.
We grant you a limited, non-exclusive, non-transferable license to access and use our services for personal purposes in accordance with your coaching agreement.
Our services are provided "as is" without warranties of any kind, either express or implied.
We shall not be liable for any indirect, incidental, special, consequential, or punitive damages.
We reserve the right to modify these Terms of Service at any time. Continued use of our services constitutes acceptance of the modified terms.
These terms shall be governed by and construed in accordance with the laws of United States of America, without regard to its conflict of law provisions.
Our services comply with all applicable laws and regulations regarding consumer protection, privacy, and business coaching services.
For questions about these Terms of Service, please contact us at:
(833) 574-4246