What We Do

Three Pillars. One Expert.

QuickBooks operations, tax advisory, and fractional CFO services — all delivered by the same certified advisor. Not a firm with rotating staff. One person, fully accountable.

QuickBooks Services

Monthly Bookkeeping

Ongoing bookkeeping on a flat monthly retainer. Reconciled books and financial reports delivered every month.

$399 – $1,299/mo

Scope

Transaction categorization & reconciliation
Bank & credit card matching
Monthly P&L + Balance Sheet
QB Online subscription management
Payroll (Growth & Enterprise tiers)

Outcomes

Always know your profitability
Tax-ready books at year end
Zero time spent on bookkeeping
Audit-ready documentation

QB Setup & Cleanup

One-time engagement to build or rebuild your QuickBooks correctly — from scratch or from a messy existing file.

Starting at $499

Scope

New company file or existing file rebuild
Chart of accounts design for your industry
Bank feed configuration & vendor mapping
Catch-up bookkeeping (any months behind)
Opening balances & historical data

Outcomes

Audit-ready deliverable on completion
Industry-standard chart of accounts
No more reconciliation errors
Clean starting point for ongoing books

QuickBooks Training

1-on-1 video training sessions for you and your team — tailored to your specific business operations and workflows.

$150/hour

Scope

Navigation, invoicing, expense entry
Reports that answer your questions
Custom workflows for your business
Team training (you + staff)
Session recording provided

Outcomes

Confident, independent QB users
Fewer data entry errors
Faster month-end close
Reports used to make real decisions

QB Consulting

Strategic advisory for businesses that need more than clean books — integrations, reporting, KPIs, and CFO-level insights.

$150/hour · or Enterprise retainer

Scope

Chart of accounts optimization
Third-party integrations (Stripe, Shopify, payroll)
Custom reporting & KPI dashboards
A/P and A/R workflow design
CFO-level financial analysis

Outcomes

QB integrated with your full stack
Dashboards that drive decisions
Scalable financial infrastructure
CFO-level insight without the salary

QB Payroll Management

Full-cycle payroll setup and ongoing management inside QuickBooks — run payroll confidently with a certified ProAdvisor overseeing every pay period.

Included in Growth & Enterprise · or $75/mo add-on

Scope

QB Payroll setup and employee onboarding
Payroll run (weekly, bi-weekly, or monthly)
Payroll tax calculation and deposits
W-2 preparation and year-end payroll close
Direct deposit setup and employee portal

Outcomes

Zero payroll compliance errors
Payroll taxes handled automatically
Employees paid on time, every time
Payroll synced directly to your books

Tax Advisory Services

Tax Strategy Consulting

A full review of your current business and personal tax position — with a clear roadmap to reduce what you owe.

$150/hour

Scope

Current tax structure analysis
Identify missed savings opportunities
Federal individual return strategy (Form 1040)
Business vs. personal tax interplay
Written tax reduction roadmap

Outcomes

Know exactly where you're overpaying
Clear action plan to reduce tax burden
Coordinated business + personal strategy
Confidence heading into filing season

Deduction Optimization

A focused review of your allowable credits and deductions — identifying everything you're legally entitled to claim.

$299 one-time

Scope

Business expense deduction audit
Home office, vehicle, and equipment analysis
Credits: QBI, education, energy, dependent
Retirement contribution optimization
Prior year missed deduction review

Outcomes

Maximize every dollar you're owed
Reduce taxable income legally
Documented deduction checklist
Ready for your preparer or advisor

Year-Round Tax Planning

Ongoing advisory so you're making tax-smart decisions all year — not scrambling in March when it's too late to change anything.

$299/mo retainer

Scope

Quarterly estimated tax planning
Income and expense timing strategies
Major purchase and investment guidance
Proactive alerts for law changes
Year-end tax position review

Outcomes

No surprise tax bills in April
Decisions informed by tax impact
Minimize estimated payment errors
Always ahead of the calendar

Business Structure Tax Analysis

Is your LLC, S-Corp, or sole prop costing you more than it should? We analyze whether your current structure is optimized for your tax situation.

$150/hour

Scope

Entity comparison: LLC vs. S-Corp vs. C-Corp
S-Corp election timing and savings analysis
Owner salary vs. distribution strategy
Multi-entity income shifting review
Written recommendation with projected savings

Outcomes

Know if your structure is costing you
Quantified S-Corp election savings
Clear recommendation with next steps
Potential for $5K–$20K+ annual savings

Fractional CFO Advisory

Fractional CFO Retainer

Strategic financial leadership for businesses that have outgrown their bookkeeper but aren't ready — or willing — to pay $150K+ for a full-time CFO. Monthly reporting, forecasting, and advisory included.

From $2,500/mo

Scope

Monthly financial reporting with written analysis
Cash flow forecasting (3–6 month rolling)
Budget setup and monthly variance review
KPI dashboard built and maintained in QB
Payroll oversight and compensation review
Tax strategy integration with advisory
Business structure and profitability optimization

Outcomes

Know your numbers — actually understand them
No cash flow surprises in 90 days
Financial decisions backed by real data
CFO-level insight at 5–10% of the cost
Ready for growth, financing, or exit

Program Tier Achievement

Gold Tier Intuit ProAdvisor

Earned through active client volume and the complete Intuit certification stack. Gold Tier places Real Enterprise Inc in Intuit's verified ProAdvisor directory with priority visibility — reserved for firms actively serving clients, not just certified.

Certified by Intuit

Nine Active Intuit Certifications

Every credential is awarded by Intuit after rigorous examination — not self-declared. Nine active certifications spanning bookkeeping, QuickBooks Online & Desktop, advanced ProAdvisor, enterprise multi-entity accounting, client advisory services, tax planning, federal tax preparation, and payroll. We pursue every new certification Intuit releases — this stack grows as the platform grows.

All credentials verified through Intuit's ProAdvisor directory.

QB Online Certified ProAdvisor Intuit

QB Online Advanced ProAdvisor Intuit

Intuit Bookkeeping Certification Intuit

Enterprise Suite Certification Intuit

Client Advisory Foundation Intuit CAS

Federal Tax Preparation Intuit Tax 1

QB Payroll ProAdvisor Intuit Payroll

QB Desktop ProAdvisor Intuit

Syft Certified Advisor Syft Analytics

Certifications verified annually. Confirm ProAdvisor status through the Intuit directory.

Financial Intelligence,
Not Just Reports.

As a Syft Certified Advisor, REI delivers live financial dashboards and branded monthly reports — not static spreadsheets. Your books become a decision-making engine.

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Live Dashboards

Interactive, real-time financial dashboards your team can explore anytime — not PDF attachments waiting in an inbox.

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Branded Monthly Reports

White-labeled reports delivered on your schedule, with your company name on them — professional financial intelligence, on time, every month.

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Cash Flow Forecasting

Scenario planning and what-if analysis so you see the road ahead — not just where you've been. Stress-test your growth plan before committing capital.

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Industry Benchmarking

See how your margins, payroll ratios, and revenue growth compare to industry peers — and exactly where the gaps are.

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Multi-Entity Consolidation

Consolidated financial view across all your entities — holding companies, operating companies, and subsidiaries in one clean picture.

Syft Certified Advisor

One of a select group of advisors certified to deliver Syft-powered financial intelligence.

Syft Analytics is trusted by 100,000+ accountants across 80 countries — and recently acquired by Xero for $70M, signaling where the advisory industry is heading. Getting Syft-powered reporting today means your financial operations are already ahead of the curve.

Transparent Pricing

Four Ways to Engage.

Whether you need clean books, tax strategy, payroll, or a fractional CFO — pick the path that fits where your business is today. All paths lead to the same certified advisor.

Bundled Retainers

QuickBooks bookkeeping + tax advisory in one monthly retainer. Best value — everything covered.

Essentials

$399/mo

Core monthly bookkeeping for small businesses and growing teams.

Up to 150 transactions/month
Bank & credit card reconciliation
Monthly P&L + Balance Sheet
QB Online subscription management
Monthly summary report
Email support (48hr response)

Get Started

Tax Advisory Add-On

Already on an Essentials or Growth retainer? Layer in tax advisory at a flat monthly rate.

Add-On	What's Included	Monthly Add
Tax Advisory — 1 hr/mo	One dedicated hour of tax strategy, deduction review, or planning per month	+$150/mo
Tax Advisory — 2 hrs/mo	Two hours per month — ongoing planning, deduction optimization, and entity strategy	+$250/mo
Syft Analytics Add-On	Live financial dashboard, branded monthly reports, and cash flow forecasting — powered by Syft Analytics. Add to any retainer.	+$199/mo

Standalone Tax Advisory

Already have a bookkeeper? Get expert tax strategy without switching your accounting setup.

Service	Description	Price
Tax Strategy Session	Hourly advisory — tax position review, entity analysis, deduction identification, or planning	$150/hr
Deduction Review	One-time full review of your deductions, credits, and missed opportunities	$299
Monthly Tax Advisory Retainer	Year-round proactive planning — quarterly estimates, timing strategy, year-end review	$299/mo

Fractional CFO Retainer

Strategic financial leadership for businesses doing $300K–$5M+ that need more than a bookkeeper. Monthly reporting, forecasting, and advisory — no $150K salary required.

CFO Essentials

$2,500/mo

Monthly financial reporting with interpretation, cash flow visibility, and strategic advisory alongside your existing books.

Monthly P&L, Balance Sheet + written analysis
Cash flow forecast (3-month rolling)
Budget vs. actual monthly review
KPI dashboard in QuickBooks
1 strategy call per month (60 min)
Tax strategy integration
Email advisory between calls

Book a Consultation

Full Scope

CFO Executive

$4,500/mo

Complete fractional CFO engagement — forecasting, payroll oversight, tax strategy, and hands-on financial leadership for growth-stage businesses.

Everything in CFO Essentials
6-month cash flow forecasting model
Full budget build + quarterly reforecast
Payroll management oversight
Business structure optimization
2 strategy calls per month
Profitability and pricing analysis
Year-round tax planning included

Book a Consultation

One-Time Engagements

Service	Description	Starting At
QB Company File Setup	New company file, chart of accounts, bank feeds, class tracking, opening balances	$499
QB Cleanup / Catch-Up	Reclassification, reconciliation, and cleanup — priced per month of history	$299 / month
QB Training Session	1-on-1 video training tailored to your business and team	$150 / hour
QB Consulting Session	Strategic advisory — integrations, reporting, chart of accounts, workflows	$150 / hour
Tax Advisory Session	One-time tax strategy, deduction review, or entity structure analysis	$150 / hour
Syft Analytics Setup	QuickBooks integration, custom dashboard build, and branded report template configuration	$399

QuickBooks, Tax & Financial Advisory
for Growing Businesses.

Three Phases to Financial Clarity

Assess

Implement

Maintain