Bookkeeping Investment
Pricing for Our Services
Bookkeeping That Supports Your Business Goals
Managing rental property or business finances can be overwhelming. At INVESTOR FRIENDLY CPA®, we provide real estate investors and business owners with professional bookkeeping services to keep income, expenses, and tax records organized and optimized for maximum tax savings.
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Bookkeeping Process
Clear, consistent, and tax-ready books—supported by a simple monthly process designed to keep your finances on track.
1
Setup & Onboarding
We get to know your business, set up youraccounts, and connect your financial systems.
2
Transaction Recording
We track income, expenses, and categorize every transaction accurately.
3
Reconciliation
We match your bank and credit card records to ensure nothing’s missing or duplicated.
4
Reports & Insights
You receive monthly or quarterly financial reports like Profit & Loss and Balance Sheet.
5
Year-End Tax Prep
We wrap up your books for the year and make sure everything’s ready for tax season.
Our Services
Customized Pricing to Match Your Requirements
Essential Tier
$297/month +
Perfect for new investors or small business owners needing clean, accurate books.
Get Started
Features:
Transactions ≤ 50
Accounts ≤ 3
Entities = 1
Strategy Review: Annual
Setup Fee: $497
Features:
Transactions ≤ 100
Accounts ≤ 5
Entities ≤ 2
Strategy Review: Semi- Annual
Setup Fee: $497
Professional Tier
$997/month +
For advanced investors and established businesses with multi-entity portfolios.
Get Started
Features:
Transactions ≤ 200
Accounts ≤ 10
Entities ≤ 3
Strategy Review: Quarterly
Setup Fee: $497
Enterprise Tier
$1,997/month +
For high-performing investors who need strategic financial leadership.
Get Started
Features:
Transactions = 100
Accounts = Custom
Entities = Custom
Strategy Review: Monthly + KPI
Setup Fee: $497
Our Services
Here’s How You Can Connect and Work with IFC
Area of Expertise
Trusted by Clients in All 50 States Nationwide
Our nationwide reach is built on consistent results, expert guidance, and relationships that last. Wherever you are, we’re here to support your goals.
Total Clients
1,000
+
Tax Saving Strategies
300
+
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We specialize in tax planning strategies that help reduce your liabilities and boost profits, fueling your growth and long-term financial success.
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