Steady & Strategic

Clarity, Control and Financial Confidence

Who It’s For

You’re growing. You’ve got more clients, more closings, more expenses—and your bookkeeping needs have outgrown spreadsheets and guesswork.

You want to stay ahead of your numbers, not react to them. And you’re ready to hand off the books to someone who knows what to do with them.

What’s Included

Everything in Clean & Simple, plus:

  • Full Financial Statements every month:

    • Balance Sheet

    • Profit & Loss

  • Accounts Payable & Receivable Tracking

  • Monthly check-in call to review your numbers

  • Support for cash flow visibility and business decisions

  • Quick responses to questions or document requests

Team of real estate professionals analyzing financial charts

Why It Matters

At this level, clarity and strategy are everything. Steady & Strategic gives you:

  • A clear picture of how your business is doing

  • The ability to track income, spending, and unpaid invoices

  • The confidence to make hiring, investing, or scaling decisions

  • Monthly touchpoints to stay aligned and accountable