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Updated about 5 years ago on . Most recent reply

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13
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Erik McKenna
  • Rental Property Investor
  • Muskego, WI
2
Votes |
13
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Getting and Staying Orgaznized

Erik McKenna
  • Rental Property Investor
  • Muskego, WI
Posted

As a relatively new real estate investor I am learning a lot every single day. Some of this knowledge comes from other REI but even more is from trial and error. One of my biggest weaknesses is staying organized. I know that staying organized would help alleviate a lot of the stress that comes from trying to do everything myself but it remains elusive. What are some good ways or tools that help you keep track of expenses, mileage, legal fees and everything else that comes with the territory. Tips for keeping on top of your organization would also be much appreciated!

Thanks-

Erik McKenna

Most Popular Reply

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Michael Quarles#1 Marketing Your Property Contributor
  • Flipper/Rehabber
  • Bakersfield, CA
3,644
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3,440
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Michael Quarles#1 Marketing Your Property Contributor
  • Flipper/Rehabber
  • Bakersfield, CA
Replied
Originally posted by @Jimmy Deringer:

@Erik McKenna

When I first got started I used excel for accounting, excel for lead management, mile IQ for tracking mileage, and I put my crappy systems into directions that I made in Microsoft word.

Now I use quickbooks for accounting, CallText for lead management (@Michael Quarles did a pretty good job making this), hum by Verizon for tracking mileage and I still use excel here and there but I've been doing more on google sheets to give to my VA when he needs to do research or format things. For a few dollars an hour it's worth my time to implement more google sheets and use excel less since it's so easy to share documents.

When you’re starting I think the answer is. “Get really good at excel!”

Hope that helps!

Jimmy thank you... BTW the whole system of CallText is upgrading with major improvement in 2 weeks. I think you'll like the addition...

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