All Forum Posts by: Richard Majkrzak

Zoho software is an underrated value for small businesses in my opinion. Most of their apps offer a full-featured trial and a free forever tier, making it easy to explore the value.

As a solopreneur, I subscribe to the Zoho One suite for around $45/month, which gives me access to nearly all their apps—including CRM, Mail, Sites (website hosting), Sign (eSignatures), and Bookings (scheduling).

The native integration between tools is nice—for example, you can create an estimate in CRM, auto-fill a quote template through Sign, and send it for signature with just a few clicks.

Hi Christina - QuickBooks Certified Bookkeeper here working primarily with REI clients. Agree there are several great options in this space, and QBO is not a perfect fit for everyone (its automations are definitely not "set it and forget it" and more "trust but verify"). It is one of the better options though, and it works very well for my clients.

QBO is also very popular with a large population of bookkeepers, CPAs, and CFOs which should streamline your tax and financial analysis efforts with them. QBO also has features to help track P&L by property as well as aggregate reporting at the portfolio/operations level.

Feel free to reach out if you have any QBO specific questions or would like help evaluating for your unique needs. Cheers! Richard

Hi Brian - QBO Certified Bookkeeper here. A single QBO license could possibly work for you with a few caveats. You could turn on Location tracking, choose "Business" as the display label, then add each of your LLC names to the list. The caveat here is that you would have to add the Business (Location) on every transaction to make it work. But you then get the benefit of LLC-specific reporting when needed as well as aggregate "portfolio" reporting. Another caveat is that if you use QBO invoicing, all invoicing would have to come from one entity. Feel free to reach out if you want help exploring the Location feature more.

- Richard