Every transaction matters, from a rental payment to a construction draw. Gulf Coast Portfolio Partners organizes your QuickBooks records with U.S.-based expertise and Head Bookkeeper oversight.
Documents are due monthly by the 10th. Work is generally completed 30 days in arrears.
Ongoing services require a 12-month agreement. One-time standalone cleanup does not.
Gulf Coast Portfolio Partners is not a CPA firm or law firm. Our services do not include:
Annual LLC administrative packages in Premium are delivered to the owner for review, signing and filing.
Working in one platform keeps our process, review steps and reporting consistent. If you use something else, we can discuss setup or conversion to QuickBooks Online.
Your last three months of bank and credit card statements, or QuickBooks transaction summaries, to screen-share on your Zoom consultation. Please do not send financial statements through the website.
Yes. Multi-entity and intercompany bookkeeping is scoped in a custom quote, with the Premium level built for it.
We record them as part of your books so deposits, draws and progress payments land in the right accounts. We do this as bookkeeping recording, not advisory.
We assess the scope on your consultation using your statements or QuickBooks reports. Standalone cleanup and catch-up is available.
No. Gulf Coast Portfolio Partners is not a CPA firm. We prepare CPA-ready books for you and your tax professional.
Yes. Our bookkeeping is 100% U.S.-based and works under Head Bookkeeper oversight.
Quarterly profit and loss, balance sheet and cash flow reports, delivered in restricted-access Google Drive, plus a year-end CPA-ready close.
Yes. Cleanup and catch-up can be quoted on its own and does not require an ongoing agreement.
Every ongoing client has one Zoom bookkeeping meeting each month.
Monthly documents are due by the 10th. If you expect a delay, contact support so we can plan around it. Your agreement covers the details.
No. We do not process payroll or file payroll taxes. Payroll bookkeeping recording is quoted separately, and included in Premium.