Financing real estate investments requires more than a strong property.
It requires financials that can stand up to review.

Traditional lenders often struggle to evaluate real estate investors properly—especially when deals are held in LLCs, structured across multiple entities, or involve non-traditional income.
That’s why access to investor-focused lending starts with financial clarity.

Who This Is For

This service is designed for:

  • Active real estate investors
  • Investors purchasing or refinancing properties
  • Buy-and-hold and fix-and-flip strategies
  • LLC and entity-based investing
  • Investors scaling portfolios

If you’re serious about real estate investing, preparation matters.

Why a Books Diagnostics Review Is Required
Before any lending conversation, we require a Books Diagnostics Review.

This review ensures:

  • Financials are accurate and defensible
  • Reports clearly reflect business performance
  • Income and expenses are properly structured
  • The financial story aligns with the deal

This protects:

  • You, as the investor
  • The lender
  • The integrity of the review process

Cost: $795
Not every set of books passes.
That selectivity is intentional.

How the Process Works

  1. Submit a brief request below
  2. Complete the Books Diagnostics Review ($795)
  3. Receive clear findings and readiness insight
  4. If appropriate, proceed to a lending conversation

This process avoids wasted time and unclear outcomes.

Request A Review Qualification Form

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2 Financial Mistakes That Can Derail Your Investment Success

Iris Carter-Collins, QuickBooks Pro Advisor, Accountant
Real Estate Investor Bookkeeping Strategist

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