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📋 Real Estate Partnership

This helps me ensure I can truly support your Real Estate needs. If you qualify, I’ll send a tailored proposal within 48 hours.

Section 1: Your Business Profile

Your Name & Title

Your email

Your Business Name

Your Business Address

Phone Number

Website URL

Section 2: Your Industry & Entity

Is your legal Entity a Single-Member LLC or Sole Prop?

Is your legal Entity a Single-Member LLC or Sole Prop?
A
B

Is your primary business Real Estate Investing?

Is your primary business Real Estate Investing?
A
B

How many vendors did you pay $600+ in 2026 so far?

(e.g., plumbers, cleaners, landscapers)
How many vendors did you pay $600+ in 2026 so far?
A
B
C
D

Section 3: Your Property Portfolio

What is your current portfolio size?

What is your current portfolio size?
A
B
C
D

Where is your business based?

Where is your business based?
A
B
C

What is your investment type?

What is your investment type?
A
B
C
D

What is your current active income?

What is your current active income?
A
B
C

Do you collect rent directly?

Do you collect rent directly?
A
B

Do you have staff or a property manager?

Do you have staff or a property manager?
A
B
C

Are your business bank accounts separate?

Are your business bank accounts separate?
A
B

Section 4: Your Financial Activity

How many transactions do you process monthly?

How many transactions do you process monthly?
A
B
C
D

How many business accounts do you use?

How many business accounts do you use?
A
B
C
D

Do you currently use QuickBooks Online?

Do you currently use QuickBooks Online?
A
B
C

Do you have a digital Year-End folder?

Do you have a digital Year-End folder?
A
B
C

How do you track property mileage?

How do you track property mileage?
A
B
C
D

Section 5: Your Goals & Consent

What is your #1 goal for hiring a bookkeeper?

What is your #1 goal for hiring a bookkeeper?
A
B
C
D

What is your current status?

What is your current status?
A
B
C

When do you want to start?

When do you want to start?
A
B
C

Security & Consent


I confirm the data provided is accurate. I also consent to the secure processing of my data to generate a custom proposal.
Security & Consent