1. Describe the work
Tell us about your Tennessee investments, current software and the question you cannot confidently answer from the books. A single historical project and an ongoing portfolio need different scopes.
2. Define the record trail
We agree the entity and property references, accounts, dates, source documents and reporting expectations. Access is arranged through the agreed onboarding process after the discovery call.
3. Do the bookkeeping
We organize the supported activity, reconcile the relevant accounts and keep open questions visible. When a treatment requires an accounting-policy decision, your accountant remains involved.
4. Hand over a usable picture
Receive the agreed summary and supporting schedules, with unresolved items clearly identified. Then decide whether the work finishes at that milestone or continues as monthly bookkeeping.
Useful things to bring to a first call
- The number of properties, deals and entities involved.
- The software and bank accounts you use.
- The period or project that needs attention.
- The reports you or your accountant are waiting for.
No financial documents are required to reserve a call.