6 Ways an Accounting Firm Can Add Value to Real Estate Clients

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Are you ready to take your Accounting/CPA firm to the next level? Join us for an exclusive webinar designed specifically for accounting, bookkeeping, and CPA professionals, where we’ll dive into cutting-edge strategies to streamline your workflow, enhance client satisfaction, and boost your firm’s profitability.

In this session, you’ll discover how to:

Invoice all QuickBooks clients at once with a streamlined process that saves you time and reduces errors. All while ensuring you catch the escalations in your client’s leases.
Compare apples to apples across different QuickBooks company files, assets, and even clients, ensuring consistent and accurate financial analysis.
Master CAM reconciliation directly from QuickBooks, making it easier than ever to manage these complex transactions.
Empower your clients by allowing owners to access critical financial information at any time without having to navigate QuickBooks themselves or request reports.
Reduce your team’s workload on invoicing, CAM reconciliations, financial reporting requests, and more, freeing up time to focus on higher-value tasks.

Expand your service offerings with Client Accounting Services (CAS), which will help you sell your expertise and grow your firm.
Don’t miss this opportunity to learn practical tips and best practices that will transform how you manage your clients’ financials. Register today and secure your spot in this must-attend webinar!

Video Content:
00:00 - Intro
02:10 - What We Will Cover
04:00 - What Does a STRATAFOLIO Client Looks Like
05:46 - Reduce 80% of Manual Work
06:13 - Ideal STRATAFOLIO Client
08:05 - What We See In The Commercial Real Estate Industry
10:20 - Invoice All Tenants For Your QuickBooks Clients At Once
15:40 - Ability To Compare Client's Assets
20:04 - Master CAM Reconciliations - With The Data Directly From All Your QuickBooks Accounts
26:19 - Empower Your Clients With Financial Information Without Giving Them Access To QuickBooks
27:49 - REducing Your Team's Workload
29:50 - Expanding Your Service Offerings With Client Accounting Services (CAS)
36:49 - Q&A