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

About This Webinar

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!

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

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Jeri Frank

Jeri Frank is the Co-Founder and CEO of STRATAFOLIO, an online software solution designed to help commercial real estate owners optimize their real estate portfolio management.

Jeri is a frequent contributor to Forbes Business Council and has written extensively about managing commercial real estate using QuickBooks. She has also participated in IREM and CCIM podcasts and webinars. STRATAFOLIO was named one of the top commercial real estate portfolio/property management platforms by CREtech, and selected into the prestigious 2022 NAR REACH program.

Jennifer Clarke

Jennifer Clarke

Jennifer Clarke is the Director of Implementation at STRATAFOLIO, an online software solution designed to help commercial real estate owners optimize their real estate portfolio management. She leads an experienced Onboarding Team of QuickBooks ProAdvisors and CRE professionals who help their clients get the most out of the platform. 

Jennifer is a real estate owner with a BS in accounting, a bookkeeper, a QuickBooks Online Advanced ProAdvisor, a mother, and an animal lover. She has conducted CPA Academy webinars and helped create YouTube videos for STRATAFOLIO over many topics concerning real estate and QuickBooks.

Want to talk to an expert?

Learn how you can keep using QuickBooks and save over 80% of manual effort when using STRATAFOLIO to manage your operations, global finances, assets, and investors. Utilize our two-way connection with QuickBooks to gain one fully integrated system.

Special Offer!

Unlock exclusive savings with our partner discount on QuickBooks Online!

Need multiple subscriptions? Contact us at [email protected] for a larger discount.

Before You Go!

Don’t forget to unlock exclusive savings with our partner discount on QuickBooks Online!

Need multiple subscriptions? Contact us at [email protected] for a larger discount.