CLEAN START 2027

Start 2027 with clean books.

Even if historical bookkeeping isn't in the budget right now.

12 spots · Enrollment closes December 15

APPLY NOW

What you get

  • QuickBooks set up before January 1 for a real estate agent business, using categories that match the tax forms your CPA works from. I work with you to get your bank and credit cards connected.
  • Your books done every month, starting January 1, with your reports and a plain-English explanation of what they mean.
  • Road Companion, free. My mileage tracking app: two taps per trip, no subscription, no background tracking, and your trips are private, not stored on a cloud server. You get a printable PDF log whenever you need it.
  • 30% off QuickBooks for your first 12 months when you sign up through me.

From then on, your books stay done every month, so 2027 tax time is a simple handoff to your CPA instead of a scramble.

Choose your path

FRESH START (12 openings)

$500 up front, then $300 per month starting February 1

  • Setup in QuickBooks, with your bank and credit cards connected
  • Monthly bookkeeping, starting January 1
  • My Tax Prep Companion spreadsheet, free, to organize your own 2026 data into a one-page summary for your CPA. It's an organizing tool, not tax advice. Your CPA still prepares your return.
  • Road Companion mileage tracking app

COMPLETE BOOKS 2026 (2 openings)

$225 per month of 2026 up front, instead of the $500, then $300 per month starting February 1

  • Setup in QuickBooks, with your bank and credit cards connected
  • Complete 2026 historical books, finished by March 1 (supporting documents due from you January 15)
  • Monthly bookkeeping, starting January 1
  • Road Companion mileage tracking app

If you can afford it, complete books would be the better choice: most CPAs prefer full books, and you don't have to organize 2026 yourself. But Fresh Start is a great choice for when that isn't in the budget right now.

How it works

  1. Apply. A short application, about 3 minutes. I read every one myself and reply within 1 business day.
  2. Sign your proposal. It arrives in your email from Anchor, my proposal and payment system. Your up-front payment is charged when you sign.
  3. Finish 3 quick steps within 7 days. An onboarding questionnaire, a 15-minute QuickBooks signup Zoom with me, and read-only access to your bank and card accounts. Your spot is confirmed when all 3 are done. If they aren't done within 7 days, your payment is refunded in full so your spot can go to someone else.
  4. Start clean. I finish your Setup before January 1.

No sales call needed, but if you'd like to talk first, I'd be happy to. Book a 20-minute call

My promise to you

If I make a mistake in your books, I fix it at no charge. If you're not happy with a month of my work, tell me within 30 days of that payment and I'll refund that month's fee. Either of us can end our agreement with 30 days' written notice. Your up-front payment is fully refundable if you cancel before I start work.

What clients say

"Tax time is a breeze with her comprehensive reports that I just hand to my accountant, making the process easy and seamless."

Regina Stec, Realtor, Berkshire Hathaway HomeServices

"As a retired CPA and former CFO, I am highly impressed with Cherie's business acumen and professionalism."

Jeanette Cortinas, Retired CPA

Questions

Do I need to be closing a lot of deals?
No. Clean Start bookkeeping is a great way to get your business on a professional footing from the start.

Do you give tax advice or do my taxes?
No. I keep your books and work with your CPA, who handles your tax return and tax questions.

What do I send you each month?
The closing disclosure forms for all your transactions, your monthly mileage log, a list of business purchases paid from a personal account, paperwork for any big business purchase, and your business loan statements. Everything for a month is due by the 10th of the next month, starting February 10 for January.

Is it safe to give you bank access?
It's standard practice to give your bookkeeper read-only, accountant-level access. I can't touch your money. It lets me download your monthly statements instead of asking you for them, and see check images for their details.

Can I cancel?
Yes, with 30 days' written notice, either of us.

Ready for a clean start?

12 spots · Enrollment closes December 15

APPLY NOW · Book a 20-minute call

Cherie Moritz, Deeper Dive Bookkeeping · Real estate bookkeeping since 2022 · Member, American Institute of Professional Bookkeepers