Tax Professional and Bookkeeper for Real Estate Investors and service-based businesses
Helping Real Estate Investors with short and/or long-term rentals and service-based businesses gain clarity and predictability through top-notch financial services, including bookkeeping and tax preparation.
Focus on your business and let me worry about your books!
Building a successful business and keeping up with your finances don't have to be hard. I’m here to remove stress and confusion and give you more peace of mind by keeping up with your books.
My mission is to empower business owners to worry less and enjoy more by helping them gain clarity, understanding, knowledge, and predictability in their finances.
Allowing me to manage your numbers and track how your company is doing daily, weekly, and monthly gives you the ability to predict the future for your business, understand what plans need to be made, and make easier budgeting decisions.
I’m here to help you go from feeling overwhelmed or confused about your finances to feeling confident and comfortable with your finances.
Testimonial
“Lily defines professionalism, offering top-tier bookkeeping for Real Estate Investors and Airbnb hosts. Her proactive approach to education and problem-solving sets her apart, ensuring flawless results. If you're looking for a knowledgeable and dedicated partner, I could not recommend Lily enough to any Real Estate Investors and/or AirBnB hosts.”
-Ricky Cadima
Tax Preparation and Bookkeeping Services
I have a variety of bookkeeping services to help Real Estate investors and service-based business owners, no matter where they are on their journey! From setting up your first QuickBooks or Xero account to cleaning up the books you tried managing on your own, monthly bookkeeping and reconciliation, and tax preparation for personal or business returns
My mission is to help you understand your finances and empower you to make the best business decisions possible with clarity and confidence by having your books taken care of by a professional like me! Browse my services below and schedule a call with me to get started.
Bookkeeping Services
Bookkeeping for Real Estate Investors
Starting at $400 per month
Similar to monthly bookkeeping, but created specifically for real estate investors with short and/or long-term rentals (Airbnb or Vrbo). I will help you properly structure your books and track all the properties you’re working on (renovations, maintenance, etc.) by class so you can keep track of your finances. Includes financial reports specialized for Real Estate rental properties (by class) and project management!
Quickbooks Analysis and/or Clean-up
Starting at $500
With a Quickbooks Analysis, I will complete a paid diagnostic on your books, which includes:
Diagnose problems and assess the level of clean-up needed.
Review the balance sheet opening balances.
Identify transactions that need to be brought up to date.
Assess ongoing accounting problems and needs.
Monthly Bookkeeping
Starting at $350 per month
My monthly bookkeeping rate starts at $350 per month but varies based on your complexities and individual business needs. If you need your books set up, caught up, or cleaned up, that is an additional charge.
Monthly Bookkeeping includes:
Categorization of revenue and expenses
Reconciliation
Financial statement
Reports customized for your business
Set-up and Catch-Up
Starting at $700
I will fully set up your Quickbooks or Xero account with a customized chart of accounts specified for your business, which will set you up for success from the start! This includes catching up on your account by categorizing the business transactions and reconciling any missing months to get you back on track with your finances.
Tax Preparation Services
Get the tax help you need with reliable, ethical service from an experienced tax professional!
I am accredited by the IRS with an AFSP Certification and can help with personal and business tax preparation for those operating as a Sole Proprietor, Single-Member LLC, or employee of a company (W-2 employed). I am available year-round; if any questions arise about your tax return, you may contact me after the filing season is over. Not currently offering tax services for C-Corp or S-Corp businesses.
Simple Tax Return
Range from $175 to $300
For individuals who are W2 employed, have no other sources of income, and do not itemize.
Below are examples of simple tax returns:
Filing single with a W2 and no other income.
Filing as head of household with a W2, dependents, and no other income.
Married couple with W2s, dependents, and no other income.
Complex Tax Return
Range from $350 to $495
For individuals who are not self-employed but may have additional sources of income such as stocks and dividends.
Below are examples of complex tax returns:
Filing single, with a W2, and selling stocks or dividends.
Filing as head of household, with a W2 job, dependents, and selling stocks or dividends.
Married couple with W2’s, dependents, and sold stocks or dividends
Any filing status that needs to Itemize or has dependent care expenses
Business Tax Return
Range from $500 to $675
For individuals who are self-employed (Sole Proprietors) and/or own Real Estate (except partnerships, scorp, and corp).
Below are examples of Business Tax Returns:
The taxpayer or the spouse is self-employed (sole proprietor).
The taxpayer or/and the spouse owns real estate rentals and is not a partnership, scorp, or corp.
The taxpayer or/and the spouse is self-employed (sole proprietor) and sold stocks or dividends.
The taxpayer or/and the spouse is self-employed (sole proprietor), has a W2, dependents, and sold stocks or dividends.
The taxpayer or/and spouse is self-employed (sole proprietor) or owns real estate, which needs to be Itemized or has dependent care expenses.
Hi there, I’m Lily.
I am a Florida native, living in Virginia Beach with my husband and three kids. I’m a homemaker and introvert at heart (the ideal combination for your bookkeeper!) I love reading and learning new things, and I enjoy helping others as much as I can! I have over five years of accounting experience, working with a variety of industries, including aviation, real estate, short-term and long-term rentals, and other service-based businesses.
My business journey started unintentionally (like many others).
When COVID hit in 2020, I was laid off, which allowed me to finish my AA degree in accounting. About a year later, I gave birth to my third child, which changed my lifestyle. I wanted to stay home and take care of my family, determined to be present for my kids, which led to me starting my journey to becoming a business owner.
In May 2022, I took a leap of faith and started my own bookkeeping business.
A Leap of Faith
It wasn’t easy, but with the help of too many to count, I now have clients I never thought I’d have. I didn’t learn everything that I know on my own, which helped me understand how valuable a community can be, especially for beginners!
In December 2022, I obtained my AFSP certification from the IRS and am now an accredited tax professional. I can help you with all of your business financials, from bookkeeping to taxes. It feels great to give my clients clarity and predictability in their finances! Working with me, they learn if their business is profitable, and if not, we talk about how that can change.
My goal is to empower business owners to feel great about the state of their books. Accounting isn’t scary; you just need the right guidance!
I completely understand that managing your finances on a daily, monthly, and yearly basis takes discipline and time that most business owners don’t have. If you let even one week go by, then months or a year, it becomes too much to handle, which is what many of my clients deal with. You’re not alone! I’m here to help you reduce that stress so you can breathe again.
If this sounds like something you need, schedule a call with me to learn more. I’m here to handle your bookkeeping needs while you focus on the profit of your business!
