Financial Diagnostic Review for Real Estate Investors
Clean Books. Clear Profit. Lender-ready numbers.
If your books are "fine-ish"... this is usually when they start costing you money.
You'll leave knowing:
* what's wrong
* what's missing
* what to fix first (and what can wait)
Prefer LinkedIn? DM DIAGNOSTIC
This is for you if...
=> You’re buying/refi’ing soon and need lender-ready numbers
=> You have multiple properties/LLCs and want clean tracking
=> Your books are behind (or you don’t fully trust them)
=> Tax time feels like a sprint every year
=> You want profit clarity per property, not just “overall” numbers
What you get (deliverables)
After the review, you’ll get:
+ A clear priority list of fixes (in plain English)
+ What reports you should be pulling monthly
+ Where money leaks are happening (or could be)
+ A clean next-step plan (whether you hire us or not)
How it works
1. You request the Diagnostic
2. We review your current setup & ask a few questions
3. You get a clear action plan and next-step options
About
Hi. I'm Barbara Johnson. I help real estate investors turn messy financials into clean, usable numbers - so you can make decisions with confidence and scale without chaos.
We work with you year-round -- no shoebox drop-offs in April.
FAQs
How long does it take?
Most diagnostics are completed within a week once we have what we need.
What if I'm not sure I need bookkeeping yet?
Perfect. The Diagnostic tells you what you actually need (and what you don't).
Do I have to become a monthly client?
No. The goal is clarity first. If you want help implementing, we'll show you options.
What do I need to provide?
We'll send you a short list after you request it (accounts, current reports, accounting software, etc.)
Want to know exactly where your numbers are off - and what to fix first?
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