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Andre Joseph
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QuickBooks Setup for Real Estate Investors

Andre Joseph
Pro Member
Posted Apr 29 2023, 17:03

Hello, 

I hope this message finds you well. I am reaching out to you because I am in need of assistance with setting up my QuickBooks system for buying and managing properties in GA.

As you may know, managing properties involves a lot of financial transactions and record-keeping. I believe that QuickBooks can help me streamline these processes and provide me with accurate financial data that I can use to make informed decisions about my investments.

However, I am not very familiar with QuickBooks and would like to hire your services as a CPA to help me set up the system. Specifically, I would like your assistance in:

  • * Configuring QuickBooks to track income and expenses related to buying and managing properties
  • * Setting up bank and credit card accounts, as well as importing transactions from these accounts
  • * Creating categories and tags to properly organize transactions
  • * Generating reports to help me analyze my financial data

If this is a service you can provide, please let me know your availability and pricing. I am eager to get started and would appreciate your expertise in helping me set up QuickBooks for my real estate investments.

Thank you for your time and consideration.

Best regards, 

Andre

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