Real Estate Coaching With Laurie

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Coaching sessions are conducted over a zoom meeting. The session will be recorded and sent to the investor as a reference. I always like to speak with the real estate investor before we meet, so I can make sure I fully understand his or her needs and concerns while also making the most out of our QuickBooks session. Please note that sessions have a one hour minimum and a two hour maximum.

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- Chart of accounts specific to real estate.

- Learning the dos and don’ts of QuickBooks.

- Picking the correct version of QuickBooks for your needs.

- Fix the Balance sheet.

- Clean up duplicate accounts.

- Learn how to post in your own QuickBooks.

- Learn how to reconcile your bank accounts and credit cards.

- Posting a purchase of a property.

- Posting a sale of a property.

- Learning how to post a flip property.

- Post a refinance of a property loan.

- Learn how to properly post your mortgage payment each month.

- Reconcile your mortgage statement each month.

- Creating a chart of accounts appropriate for rental properties.

- Create income codes specific to your rental units so that you can run a rent roll P&L.

- Learn how to automate rent invoices for your tenants

- Learn to receive payments against rent invoices.

- Track income and expenses specific to certain buildings or units.

- Determine if you need to use class tracking.

- Record security deposits in your QuickBooks specific to each tenant.

- How to give a partial security deposit refund to a tenant.

- Fix security deposits in your QuickBooks.

- Post property management statements in QuickBooks.

- Reconcile property management escrow bank accounts.