Services

Bookkeeping

Bookkeeping Built for Real Estate & Construction

At Lift Your Finances, we provide bookkeeping services designed specifically for real estate investors, property managers, and construction professionals. Whether you’re flipping houses, collecting rent, or managing job sites, clean books aren’t just paperwork—they’re the foundation for smart tax strategy, financing, and sustainable growth.

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We understand that your income isn’t simple. Between project draws, rental income, vendor payments, and subcontractor invoices, generic bookkeeping just doesn’t work. Our approach is tailored to how real estate and construction businesses actually operate—not forced into one-size-fits-all systems.

Our team organizes, reconciles, and categorizes your transactions with your industry in mind. We clean up messy records, separate personal and business expenses, and help you stay on top of reporting requirements that investors and trade professionals often miss.

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What We Offer

• Monthly and quarterly reconciliations

• Strategic transaction categorization to support tax planning

• Financial reports customized by property or project type

• Support with 1099 tracking, job costing, and project-level expenses

• Seamless integration with QuickBooks, property management software, or custom tools

Bookkeeping isn’t just about compliance—it’s about clarity. We structure your books to be tax-prep ready, lender-friendly, and built to scale. For clients managing multiple entities or properties, we keep everything clearly separated and easy to track.

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Many of our clients come to us after trying to DIY their books or working with a generic service that didn’t understand the industry. If that’s you, we’ll help clean up past records and put reliable systems in place moving forward.

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We also work closely with our tax planning team to ensure your bookkeeping aligns with a year-round strategy. The result? A seamless transition from bookkeeping to tax prep—no scrambling, no surprises.

Tired of messy books and unclear numbers?

Let Lift Your Finances handle your bookkeeping so you can focus on building, buying, and growing. Contact us today for industry-specific support you can count on—based in Charlotte, North Carolina.