FREE WORKSHOP FOR REAL ESTATE INVESTORS

3 Keys to Getting Your QuickBooks Ready Before Tax Season

Hosted by REI Cash Flows LLC, your QuickBooks Wizard

Space is limited. Reserve your spot now.

3 Keys to Getting Your QuickBooks Ready Before Tax Season

A practical workshop for real estate investors using QuickBooks Online who want clean, usable numbers before a tax preparer, strategist, or lender asks for them.

November 2, 2026 at 4pm - 6pm Eastern

If your books are behind, inconsistent, or just not ready for someone else to review, this workshop will help you know what to do next.

You’ll learn a practical catch-up process so you can move through your QuickBooks with more confidence before tax season.

Zoom details will be sent after registration.

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Tax season feels harder when your QuickBooks is almost ready, but not quite

Maybe your bank feeds are sitting there waiting or even disconnected.

Maybe some transactions are categorized, but others still need attention.

Maybe you’ve reconciled before, but you’re not sure if your properties, projects, or deals are being tracked clearly enough.

And now your tax preparer, strategist, or lender needs numbers.

This workshop will help you stop guessing and start working through your books in a clear order, so you can get caught up without making the process more complicated than it needs to be.

What you’ll learn in the workshop

How to decide where to start when your QuickBooks is behind
What to review before you begin categorizing or changing transactions
What to automate and what to double-check so AI does not quietly create a bigger mess
What numbers your strategist can work with without waiting until your books are done
How to know your catch-up is right before you hand it to your preparer or lender
Getting out of hard money: catching up your books before the bank asks for tax returns
Common real estate investor transactions that often need a second look
How to spot small cleanup issues before they create bigger reporting problems
What reports to review before sending numbers to your tax preparer, strategist, or lender
How to create a strategic catch-up plan you can follow after the workshop

This workshop is for you if

You are a real estate investor using QuickBooks Online
You have reconciled accounts in QuickBooks before
You track properties, projects, flips, rentals, or deals in QuickBooks
Your books are behind and you want a clear path to get caught up
You want to feel more prepared before tax season
You need numbers for a tax preparer, strategist, lender, or business decision
You want practical guidance without accounting jargon

This is not for you if

You are brand new to QuickBooks and have never reconciled before
You use QuickBooks Desktop instead of QuickBooks Online
You are looking for tax advice or tax planning during the session
Your books need a full rebuild, several years of correction, or major cleanup before you can move forward
You want someone to do the bookkeeping for you during the workshop
You want to wait until the last minute and frantically throw it all in barely in time for the filing deadline

This session is focused on catch-up guidance and tax-season readiness. If your books need deeper cleanup, you will still get helpful context, but the workshop is not designed to fix a major file problem in one session.

Get ready before the deadline pressure hits

Bring your QuickBooks questions, your behind-bookkeeping stress, and your desire for a clear next step.

You’ll leave with a practical way to approach your catch-up work before tax season.

November 2, 2026 at 4pm Eastern

Zoom details will be sent after registration.