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2-Minute Portfolio Fit Check

This ensures I can truly support your specific investment goals. If we’re a good fit, I’ll send a tailored proposal within 48 hours.

Section 1: Your Business Profile

Name & Current Position

*

Your Business Name

*

Your email

*

Your Business Address

*

Phone Number

*

Website URL

Section 2: Your Industry & Entity

What is your business entity type?

*

A

Single-Member LLC

B

Sole Proprietorship

C

Other

Is your primary business Real Estate Investing?

*

A

Yes

B

No

Section 3: The Portfolio

How many residential rental units do you currently own?

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A

1 Unit (Single Family / Condo)

B

2–4 Units (Duplex, Triplex, Fourplex)

C

Just getting started (0–1 units)

D

5–10 Units

E

11+ Units or Commercial

Which of these best describes your current properties?

*

A

Long-Term Single-Family

B

Standard STR (Airbnb/VRBO)

C

Vacant Land / Ground Lease

D

Commercial Property

How are your properties managed?

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A

I manage them myself

B

I use a Property Manager (but I handle books)

C

Property Manager handles everything

What software are you currently using?

*

A

QuickBooks Online (QBO)

B

QuickBooks Desktop

C

Excel / Spreadsheets

D

Other / None

Do you collect rent directly?

*

A

Yes

B

No (Property Manager)

Are your business bank accounts separate?

*

A

Yes

B

No

Section 4: Your Financial Activity

Roughly how many transactions do you process across ALL your accounts monthly?

*

A

Under 100

B

100–250

C

250–500

D

Over 500

How many active business bank or credit card accounts do you use for your rentals?

*

A

1–3

B

4–6

C

7-10

D

11+

How do you currently handle year-end tax preparation?

*

A

I have a CPA who handles it (I just send them my books)

B

I DIY It / Use TurboTax myself

C

I have a folder, but it's messy / needs organizing

D

I have no system / Not sure what to do

E

I use another service (e.g., Bench, Pilot) / Other

Section 5: Your Goals & Consent

What is your #1 bookkeeping headache right now?

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A

My CPA is unhappy / I need tax-ready books

B

I'm losing track of expenses / Profit

C

My books are messy/dirty

D

I'm doing it myself and want out

How far behind are your bookkeeping records right now?

*

A

Up to date / Current

B

Behind 1 month

C

Behind 2 months

D

Behind 3 months

E

behind 4+ months

F

I don't know/ Never done this before

When do you want to start?

*

A

Immediately

B

Within 2 weeks

C

Just exploring

Security & Consent

*

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

I agree