Deeper Dive Bookkeeping

Elegant Systems. Clean Books. More Room to Breathe.

Refined bookkeeping for real estate professionals who value precision and peace of mind.

Real Estate Bookkeeping, Done Differently

Taking your real estate business to the next level can be a struggle — believe me, I get it.

You're moving fast, juggling more than anyone sees behind the scenes — and somehow, your books always end up last on the list. Which properties are really your winners?
Are you missing tax deductions that could save you money?
How can you make smart decisions when you don’t have solid numbers to stand on?
And how are you supposed to hand all this over to your tax pro when it’s still a mess of spreadsheets and receipts?

That’s where I come in.

At Deeper Dive Bookkeeping, you’re not just a name in a queue. I bring 50+ years of business experience, deep real estate knowledge, and a genuine investment in your success. No cookie-cutter templates. No surprise add-on fees. Just thoughtful, reliable, done-right bookkeeping — and a real human you can actually talk to.

Because I know what it’s like to feel overwhelmed, and I built this business to be the kind of support I wish I’d had.

Let’s get you the clarity, control, and calm you’ve been craving — one clean set of books at a time.

Cherie Moritz

Our Services

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    Deeper Dive Review

    If something feels off in your books (or you’re not even sure where to start), the Deeper Dive Review is your first step. Think of it as a financial check-up — detailed, honest, and designed to help you move forward with confidence.

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    Deeper Dive Clean Up

    Whether your books are messy, missing, or mysteriously off, this Clean Up gives you a fresh start. We’ll untangle the chaos, set you up in QuickBooks (if needed), and leave you with clean, audit-ready books you can trust — and a setup that actually makes sense.

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    Deeper Dive Monthly Bookkeeping

    This is where clarity becomes a rhythm. Our Monthly Bookkeeping keeps your books pristine with weekly updates, simple workflows, and expert support — so you always know where you stand and can make confident business decisions, month after month.

Deeper Dive Review

Think of this as a full-body checkup for your books — a detailed diagnostic that uncovers exactly what’s healthy, what’s not, and what needs fixing. Whether you’re months behind or years deep in financial murkiness, we’ll meet you right where you are and go as far back as needed to give you a complete, honest picture of your current situation.

We comb through everything with care, flag the errors and inconsistencies, and translate it all into plain English — so you actually understand what’s going on.

Then, you’ll receive a clear, personalized report outlining our findings, along with a proposal for what to do next (if anything). It’s low-risk, high-reward: the fee for this Review is credited toward any future services you move forward with. And even if you don’t, you walk away with insight, clarity, and your next right step in hand.

What You Walk Away With:

  • Clarity & Calm: When you know what’s actually going on, the stress starts to dissolve.

  • Insight You Can Use: You’ll receive a detailed report in plain English — no jargon, just what you need to know.

  • Next Steps, Not Guesswork: Whether you move forward with more support or not, you’ll know exactly what to do next.

  • Try Before You Commit: The fee is credited toward future services — and you get a feel for how we work together before diving deeper.

  • Full Visibility, No Surprises: We uncover all the issues (minor to major), so you’re not caught off guard down the line.

Image of a green wooden door on a white stone building, symbolizing the first step into financial clarity — a visual metaphor for the Deeper Dive Review bookkeeping service.

Deeper Dive Clean Up

Think of this as a full historical restoration for your financial records — whether you have books in rough shape, no books at all, or a tangled spreadsheet situation that’s gotten out of hand. We step in, get everything caught up, and do it right.

If your books are non-existent, we’ll recreate them from scratch for the months (or years) you need. If they’re there but messy, we’ll migrate everything into QuickBooks Online (if it’s not already), clean up every inconsistency, and make sure every number is accurate — no shortcuts, no temporary fixes.

We’ll also restructure your database so it actually supports your business — aligning it with your Federal tax forms (hello, smoother tax time) and adding subcategories that are meaningful to you as a business owner.

A warm cup of tea on a rustic wooden table with greenery — reflecting the calm and clarity that follow a bookkeeping clean-up.

You’ll walk away with books that are accurate, audit-proof, and easy to understand.

Included:
– A freshly cleaned and organized set of books
– A recommended workflow + tech stack tailored to your business
– A proposal for Monthly Bookkeeping, if you’d like ongoing support

What You Get (Beyond the Books):

  • Peace of Mind: You’ll know without a doubt that your financials are accurate, clean, and complete.

  • Less Stress, More Clarity: With everything sorted and explained, you can make informed next steps — no overwhelm required.

  • Tax-Ready: Everything is fully prepped for your Tax Pro — no more panic at year-end.

  • In Control: You’ll have a clear financial workflow and the recommended tools to stick with it — whether you continue with us or not.

  • Prepared for Anything: From audits to investors, your financials will stand up to scrutiny and support your next move.

Deeper Dive Monthly Bookkeeping

Now that your books are clean and solid, let’s keep them that way. Monthly Bookkeeping with Deeper Dive is how you protect the financial clarity you’ve worked so hard to build.

Our team keeps your books updated weekly in QuickBooks Online, so you always have a real-time view of your numbers. No lag. No wondering. Just clarity when you need it.

We don’t nickel-and-dime you with endless add-ons either. The essentials are already included:
– Accrual-based accounting
– Receipt management
– 1099 filing
– Payroll provider integration
– Access to your bookkeeper for those “quick questions” that always come up.

You’ll also get a clear, simple workflow to follow so you always know what’s next — and we stay in sync without back-and-forth. Each month, you’ll receive your Profit & Loss and Balance Sheet, and if you ever need additional reports, we’ll create them at no extra cost. We’re also happy to coordinate with your Tax Pro to make sure everything’s buttoned up for year-end or quarterly filings.

This is ongoing support designed to reduce your mental load, help you make better business decisions, and keep your records pristine — without you having to think about it too much.

What This Gives You:

  • No Guesswork: You always know where your business stands, thanks to weekly updates and monthly reports.

  • Less on Your Plate: We handle the routine (and the not-so-routine) so you can stay focused on running your business.

  • Reliable Data = Smart Decisions: You get clean, consistent financial data that helps you make confident, informed moves.

  • Ready for Anything: Whether you’re applying for a loan, selling your business, or prepping for taxes, the reports you need are already done.

  • Tax Time = Easy Mode: Your End of Year reports are ready to go — just hand them off to your Tax Pro and move on with your life.

Cozy living room corner with a wicker armchair, a white cushion, a plush throw blankeA calm living room nook with cozy textures and sunlight — symbolizing the reliable, nurturing support of ongoing monthly bookkeeping.

What Sets Deeper Dive Bookkeeping Apart

Yes, I have all the qualifications you’d expect from a high-quality, professional real estate bookkeeper — and then some.

I’m a Level 2 QuickBooks Online ProAdvisor, certified by Intuit. I’ve completed extensive continuing education focused specifically on real estate: from agents and brokers to investors and property managers. I’m also a proud member of the American Institute of Professional Bookkeepers. In short: the credentials are there.

But let’s be honest — that’s just the starting point.

What truly defines Deeper Dive Bookkeeping is the way I show up for you. When we work together, you’re not just getting clean books and accurate reports. You’re getting me — my 50+ years of business experience, my thoughtful approach to service, and my wholehearted commitment to your success.

This is not a cookie-cutter, corporate-feeling firm that treats you like a number or nickel-and-dimes you for asking follow-up questions. You won’t be slotted into a generic workflow or charged extra just because you need a little more support.

Cherie Moritz, founder of Deeper Dive Bookkeeping, smiling outdoors by the water — wearing glasses and red lipstick, with short gray hair and a joyful presence.

Instead, you’ll find a real relationship — one built on respect, transparency, and genuine care. Because I believe your wins are my wins. We’re in this together.

And here’s something else: I may be a “numbers person,” but I’m also a clear communicator by nature. You’ll never walk away from a conversation feeling more confused than when you started. I speak your language — not just accountant-speak.

I know what it’s like to feel overwhelmed and underserved. I’ve been on the receiving end of impersonal, rigid firms that left me feeling like an afterthought. So when I built Deeper Dive, I built the opposite: a space where my skills meet empathy, where bookkeeping is a support system — not a source of stress.

This business is the result of everything I’ve learned — not just about bookkeeping, but about what it means to serve well.

Signature of Cherie Moritz in dark blue cursive font.

Client Words

Wondering if this is the right support for your real estate business?

Let’s talk. This is a friendly, no-pressure Zoom conversation where you can share what’s happening in your books — the good, the messy, or the totally missing — and I’ll share how I can help. Whether you’re dealing with a backlog, dreaming of better systems, or just want your tax pro off your back, this is the first step toward clarity and calm

Book your call here — I’d love to hear your story.

Frequently Asked Questions

  • I use several resources to ensure the security of your data and communications between us.

    Google Drive - all document storage is on Google Drive because it offers top-tier security to keep your financial data safe. Google has built Drive with enterprise-level protections—files are encrypted both in transit and at rest, and access is controlled with robust permissions, two-factor authentication, and activity tracking. Basically, it's like Fort Knox with spreadsheets—only you (and us, with your permission) hold the keys. Google Drive is a product of Alphabet, Inc. based in Mountain View, California.

    ProtonVPN - all Internet traffic from my phone and computer is encrypted by a ProtonVPN Virtual Private Network. This prevents an attacker from eavesdropping on our connection. ProtonVPN routes all traffic through multiple servers before leaving their network. They use AES-256 encryption, key exchange is done with 4096-bit RSA, and message authentication is via SHA384. Our encrypted traffic cannot be captured and decrypted without a valid encryption key, which is generated fresh with each connection. ProtonVPN uses protocols known to be secure such as OpenVPN, IKEv2 and WireGuard. They do not use less expensive PPTP or L2TP/IPSec protocols. Finally, ProtonVPN servers do not store personally identifiable data; however, they are protected anyway by full-disk encryption. In this way, they are secured from resource-intensive man-in-the-middle attacks, such as those performed by governments. ProtonVPN is a product of Proton Technologies AG, based in Geneva, Switzerland.

    1Password - any passwords related to your account are stored exclusively in 1Password software. All 1Password data is encrypted and requires a master password for access. I am the only person with the master password. The master password is never sent over a network or stored with the data it protects. 1Password employees do not have access to these data. The software uses AES 256-bit encryption for all network traffic and SRP to authenticate credentials without sending them over a network. It provides me with security breach alerts, phishing protection, and fills in credential blocks automatically to avoid typing passwords. 1Password is a products of AgileBits, based in Toronto, Canada.

    Bitdefender - Protection from viruses, spyware, adware, and ransomware. Bitdefender is a globally-recognized leader in cyber security, based in Bucharest, Romania.

  • It’s simple. I am anywhere I want to be and so are you! Based in Aiken, SC; Casper, WY and Costa Rica, I serve small businesses across the United States. Cloud accounting is definitely the way of the future and Google Drive is our best friend. Using it contributes to our security, efficiency, and organization. It works on your computer and your phone with its mobile app.

    We will both have access to your Quickbooks file and all documents you submit. I will need read-only, or accountant, access to your bank accounts.

    We will use Google Drive for document exchange (receipts, bills, invoices, reports, etc)

  • Deeper Dive Bookkeeping is a Quickbooks Online bookkeeping firm. I can  provide you with a 12-month 30% discount for the software.

    Essentials, Plus, or Advanced are all acceptable. Simple Start or Quickbooks Self Employed are not sufficient.

  • It’s totally customized based on the size and complexity of your business and the specific services you choose.

  • No contract! We both sign an engagement letter that specifies the terms of our relationship but you can cancel at any time. (There are no partial month refunds though.)

Quickbooks Discounts

Whether we work together on your bookkeeping or not, I am happy to share with you my discounts on Intuit products. Simply click the button below to place your discounted order for Quickbooks and other Intuit products OR you can book a strategy session to discuss your product needs with me first. There are no better discounts offered anywhere, including from Intuit.