Coaching calls, marketing campaigns, and mileage receipts shouldn't turn tax prep into a end-of-year nightmare. Unorganized finances and unmanaged commission checks obscure your net profit and cost you thousands in missed tax deductions.
This 3-hour 1-on-1 intensive transforms your virtual assistant into a production-ready real estate bookkeeping coordinator. Using our interactive sandbox environment, we train your VA hands-on with real estate closing statements (ALTA/HUD-1), commission split structures, and QBO categorizations, so your books stay audit-ready without pulling you away from client meetings.
What Your VA Will Master
- Chart of Accounts (COA) Setup
- Closing Statement & Bank Reconciliation
- Expense Categorization & Mileage Logging
What’s Included
🎯 3-Hour Live Interactive 1-on-1 Training Session
📂 Plug-and-Play COA Templates, Expense Trackers, and Bookkeeping SOP Checklists
🧪 30-Day Risk-Free Sandbox Practice File Access
📜 Graded Assessment & Certificate of Competency
📞 2x 15-Minute On-Demand Coaching Calls (Valid for 60 Days)
💬 30 Days of Direct Chat Support with Master Trainers
