All Forum Posts by: Nicole Heasley Beitenman

I'm a bookkeeper that specializes in real estate. I've never used it myself, but I have a very good friend with a large portfolio (or what I consider large--probably around 50 doors by now) who's been using it for years. They sing Stessa's praises every time the topic comes up.

Oh Nathan, I'm so, so sorry to hear this. You'll be in our thoughts and prayers.

Go to a local meetup. That's the best place to get referrals to call after 4/15. Like Stephen said, calling any earlier won't be fruitful. I'd even wait til a week or two after the 4/15 deadline just so these folks have some time to breathe.

 I agree completely.

I have friends using Stessa that love it. 

Any suggestions on how to find the right tax professional? I'm in the market for one, as is one of my clients.

Great post. I appreciate you going in depth regarding how you searched for the right match. I'm trying to find a tax preparer to refer some of my clients to, and it's been a frustrating search.

Hey Dani! I'm a bookkeeper specializing in real estate. Please let me know if I can answer any questions.

I disagree. I have a bachelor's in accounting and worked in commercial real estate accounting for 7 years. I also have my own portfolio I've been managing for 10. Now I'm operating my own bookkeeping business specializing in real estate. It's wonderfully flexible.

I have an accounting degree, and I still outsource my taxes. I was able to handle them myself until I hit about 3 properties. I'm in Northeast Ohio where the cost of living is lower than most of the country, but my CPA charges us $400 a year (I'm down to 2 properties now).

Even if you decide to handle them yourself this year, go to your local REI meetup and find out who investors around you are using. Get connected with them so you have someone in your pocket to reach out to when you're ready.