CPA Learning to help REI with Taxes and Bookkeeping

[Kristie Nguyen]

Hi everyone! I'm Kristie Nguyen, a CPA based in NYC. I recently started my own practice as a bookkeeper and tax preparer, and am excited to learn more about how I can help best service real estate investors!. I have experience with Quickbooks Online, and looking to learn to use Appfolio as I have heard that is a common software tool used for managing the books for REI.

If you have any insight on the topic, or looking to connect, please reach out. I am looking forward to learning with everyone on here!

[Scott Trench]

Welcome! As you progress your bookkeeping business, you'll likely want to learn how to export statements from a variety of property management platforms, as investor books are housed in bank accounts, spreadsheets, and a variety of property management and accounting software!

In terms of using BP - I highly recommend setting up some "keywords" in your settings so that you can get alerted to discussions that talk about "CPA" "Bookkeeper" or "Bookkeeping" and related terms!