Deals, commissions, and entities that reconcile. QuickBooks, QuickBooks, fixed fee. Free assessment.
Dallas is a fast, deal-driven market where owners grow first and reconcile the books later — until a lender, a partner, or tax season forces the reckoning. For real estate investors, agents and property managers across Dallas County — from Uptown and the Design District to Deep Ellum and Bishop Arts — that shows up as twelve doors, one account — per-property performance is unknowable and tax time is archaeology and deposits treated as income and capex expensed wrong distort both taxes and refi appraisals
Steven Palmieri works remotely with Dallas owners in a market defined by a headquarters-dense economy of finance, technology, and professional services. We set up per-property (or per-agent) tracking, fix deposit and CapEx treatment, and hand your CPA books that match the closing statements. You get a documented before/after trail your CPA can verify — no offshore rush job, no judgment about how far behind the books have slipped.
You're not bad at business. The books just stopped telling the truth about deals and properties.
Splits, referrals, and chargebacks never land cleanly — agent economics stay political.
Personal, LLC, and brokerage cash mingle until tax season becomes an excavation.
Capex, repairs, and income never sit in one trustworthy view.
Two minutes. No document dump. Just the truth about how behind it feels.
We clean commissions, entities, and property-level economics into a board you can run.
Backlog cleared. Accounts reconciled. A before/after report you — and your CPA — can act on.
Real estate cleanup: commissions, entities, properties — clear ownership of every dollar.
Every account reconciled and every anomaly documented before we change a thing.
The backlog cleared with real estate business-correct categories — not a generic chart of accounts.
A before/after summary and a simple monthly rhythm so it stays clean after we leave.
If our assessment can’t show you exactly what’s wrong and what it costs to fix, the assessment costs you nothing — no obligation either way.
“Finally handed my CPA a clean QuickBooks file instead of a shoebox.”
“Every door has its own P&L now.”
“Refi went smoothly because the books matched the appraisal package.”
Illustrative examples of typical client situations — not statements from specific named clients.
Tell us a little about the business — we reply within one business day.
Yes — we serve Dallas and the wider Dallas County area entirely remotely, working from your QuickBooks exports and bank feeds. No office visit required.
Most cleanups finish in 2–4 weeks depending on backlog size and account volume.
Fixed fee, quoted after the free assessment — based on months behind, accounts, and transaction volume. No hourly surprises.
Yes — PM software and settlement statements are our raw material.
Never. Messy books are a symptom of a busy business. Fixing them is literally what we do all day.