Bookkeeping Built For You


Real Estate Investors & Entrepreneurs

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Clean, accurate books so you can make smart decisions without second-guessing the numbers.

Tax Strategy Begins with Accurate Bookkeeping

Books Done Right!

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Clean-Up Bookkeeping

Our Accounting Clean-Up Service is designed for businesses with unorganized, outdated, or incomplete financial records. We take your existing financial documents—bank statements, receipts, invoices, spreadsheets—and organize, categorize, and input them into a cloud-based accounting system like QuickBooks.

This service includes:

· Collecting and reviewing unstructured financial data
· Reconciling past transactions and correcting errors
· Organizing historical records for accurate reporting
· Setting up or refreshing your accounting software for ongoing use

Outcome:

You get a clean, accurate financial foundation with up-to-date books, real-time reporting, and full visibility into your business's performance—so you can move forward with confidence.

Bring order to financial chaos


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VIP Bookkeeping

We provide white glove service, offering a truly premium, hands-on experience that takes as much of the burden off of you, the business owner, as possible. We understand that your time is valuable, and you need your bookkeeping to be stress-free, organized, and seamlessly integrated into your business.

Manage

Budget

Support

· Personal onboarding
· Dedicated bookkeeper

· Transaction management
· Reconciliation

· AP Management
· AR oversight

· Manage cashflow
· Payroll processing

· Budget and forecasting
· Financial reporting

· Tax prep
· Cloud access

· Manage fixed assets
· Expense enforcement

· 3rd party integration
· High touch support

· Audit prep
· Financial insight

Personalized care and attention ​

Book your Cash Flow call

We're here to take the stress out of bookkeeping​

Classify income and expenses for the month, ensuring everything is properly recorded

Match bank and credit card transaction with books to ensure accuracy and identify discrepancies

Generate profit and loss statements, balance sheets, and cashflow reports for your review

Reconciliation of Accounts​

Monthly Financial Reports​

Accurate Financial Records​

Track every dollar you spend and earn, manage your cash flow and make sure you’re staying on budget

Expense and Income Tracking​

Ensure all your records are accurate and tax related data is organized, so you can maximize deductions

Tax Preparation and Filing​

Address any financial questions and provide insight into your company's financial health

Save Time and Reduces Stress​

Book your Cash Flow call

Houston B., REal Estate Investor

Mike S., Investor and Founder

Mary H., Real Estate Investor​

Linda is outstanding, she is constantly going above and beyond, providing expert, professional service. She offered clear guidance, handled my taxes with precision, and met all deadlines. Her responsiveness and proactive advice on tax strategies were invaluable. 

Thanks to Fat Wallet Tax, my rental properties are cash positive and I have the confidence to continue to grow my real estate portfolio and other investments. I rely on their guidance and expertise.

I struggled with my first rental property and decided to sell. Thanks to Linda's support, I was able to keep my property and today I cashflow $917/month on that rental.​

What others say...

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Since we know....
It's not what you earn, it's what you keep.

Our team specializes in simplifying your finances, so you can focus on earning money and we can strategize on how you keep it.

Fat Wallet Tax