Real Estate
If you work in the real estate industry, you are aware of inherent challenges: from market volatility to financing and capital constraints to property management issues and unexpected expenses. Because of this uncertainty, it is essential to plan for and execute strategies aimed at recognizing and seizing upon opportunity while also developing a financial plan. It is also imperative to acknowledge that risk management is essential to your financial success. By partnering with JDH Accounting, you are taking a proactive approach to mitigating some of the uncertainty associated within your industry and preparing for the ups and downs as well as working towards financial freedom.
We tailor your service portfolio by (a) scheduling a discovery call and doing key documents and information analysis, (b) proposing three tiers of service to you with increasing levels of deliverables, access and support and (c) getting started on your path to financial freedom.
Below is an example of a representative three-tiered service offering:
Transform
For those seeking hyper-growth and a lot of strategic insights
$7,100/Month
- Financial Oversight Meeting (Monthly)
- Review of your Custom Growth Plan (Quarterly)
- Cash Flow Forecasting (Monthly)
- Executive & Financial Coaching (Monthly)
- HR Advisory Services (Hiring, Compensation & Compliance)
- Business (1065,1120) Tax Return
- Individual (1040) Tax Return
- Tax Planning (Quarterly)
- Tax Notices (Unlimited)
- Bookkeeping (Monthly)
- Financial Preparation (Monthly)
- Business Compliance Filings (Annually)
- Payroll (Semi-Monthly)
- Bill Pay Services & Accountable Plan (Monthly)
- Financial Statement Analysis (Monthly)
- Financial Budgeting & Projections (Annually)
- Dedicated CFO Advisor (Unlimited)
- Dedicated Tax CPA (Unlimited)
- Bookkeeping Support (Unlimited)
- Response Time (1 Business Day)
Elevate
For those looking to take their business to the next level
$3,000/Month
- Financial Oversight Meeting (Quarterly)
- Review of your Custom Growth Plan (Quarterly)
- Cash Flow Forecasting (Quarterly)
- Executive & Financial Coaching (Semi-Annually)
- HR Advisory Services (Annual Check-in)
- Business (1065,1120) Tax Return
- Individual (1040) Tax Return
- Tax Planning (Semi-Annually)
- Tax Notices (up to 8 per year)
- Bookkeeping (Monthly)
- Financial Preparation (Monthly)
- Business Compliance Filings (Annually)
- Payroll (Semi-Monthly)
- Bill Pay Services & Accountable Plan (Monthly)
- Financial Statement Analysis (Quarterly)
- Dedicated CFO Advisor (up to 4 calls/emails per month)
- Dedicated Tax CPA (up to 4 calls/emails per month)
- Bookkeeping Support (Unlimited)
- Response Time (2 Business Days)
Ignite
For those looking to cover their basic needs
$650/Month
- Financial Oversight Meeting (Annually)
- Review of your Custom Growth Plan (Annually)
- Cash Flow Forecasting (Annually)
- Executive & Financial Coaching (Annually)
- HR Advisory Services (Annual Check-in)
- Business (1065,1120) Tax Return
- Individual (1040) Tax Return
- Tax Planning (Annually)
- Tax Notices (up to 2 per year)
- Bookkeeping (Quarterly Check-in)
- Financial Preparation (Annual Check-in)
- Business Compliance Filings (Annual Check-in)
- Financial Statement Analysis (Annually)
- Dedicated CFO Advisor (1 email question per month)
- Dedicated Tax CPA (1 email question per month)
- Bookkeeping Support (Once per year during tax prep)
- Response Time (5 Business Days)