Free Checklist • Instant Download
Most real estate investors hire the first bookkeeper who seems decent. Then they spend months fixing the mess. This checklist tells you exactly what to ask before you sign anything.
Free Checklist
Bookkeeper Vetting Checklist for Real Estate Investors
beyondjustnumbers.com
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What’s Inside
By asking the right questions and having a system for hiring, you can reduce the risk of hiring the wrong bookkeeper for your business.
I’m Kat. Retired CPA and real estate investor. I spent years in accounting. I know debits and credits, real estate tax treatment, entity structures, all of it. And I still hired bookkeepers who weren’t right for the job, because I didn’t have a vetting system in place.
I made this checklist to help you avoid costly hiring mistakes. Because switching bookkeepers is expensive, time-consuming, and stressful, and getting it right the first time is always the better option.
Kat Langevin
CPA • Real Estate Investor • Beyond Just Numbers
You’re about to hire your first bookkeeper and have no idea what to look for
You’re not confident your current bookkeeper actually understands real estate
Your books are a mess and you want to make sure the next hire fixes the problem, not makes it worse
You’re scaling your portfolio and need someone who can grow with you
Download the checklist. Ask the right questions. Build a team that actually helps you grow.