Businesses & Organizations

We offer specialized services for businesses and organizations, including ongoing bookkeeping, payroll and tax planning, cash and investment account management, speaking engagements and workshops.

CONTINUOUS LEARNING

Speaking & Education

With two decades of experience in education, financial services & real estate, Sarah creates custom sessions designed to equip your team with essential knowledge and practical action steps on the following topics:

  • Investments & Real Estate
  • Personal & Business Taxes
  • Retirement & Cash Flow
  • Money Mindset & Behaviors

Customized content that is engaging, relatable, and actionable in the form of:

  • Keynotes
  • Employee & team trainings
  • In-person workshops
  • Virtual presentations
  • Financial planning foundations course

How It's Priced:

All engagements have customized pricing based on scope of service and value provided. Pricing is generally based on our hourly fee of $350/hour for preparation, delivery and travel.

SCHEDULE A CALL

OPTIMIZE YOUR BUSINESS

Investment management & Employee Benefits

Our investment management services for organizations offer more than just portfolio oversight. By entrusting us with your investment management and small business needs, you gain access to tailored, low-cost, and sustainable portfolios, as well as comprehensive financial planning.

Requirements:

Real Wealth Planning manages savings and investments for businesses and personal households.

What to expect:

We manage high-yield cash accounts, retirement plans such as 401Ks and IRAs, and business accounts for LLCs, s-Corps, c-Corps, partnerships and non-profit organizations.

  • High-Yield Cash & Business Investment Accounts
  • Diverse Investment Strategy
  • Low-Cost Investments & Benefits
  • Proactive portfolio updates
  • High-Yield Cash & Business Investment Accounts
  • Diverse Investment Strategy
  • Low-Cost Investments & Benefits
  • Proactive portfolio updates

RUN YOUR BUSINESS EFFICIENTLY

Tax Planning, Bookkeeping & Payroll

Many real estate professionals don’t know if their business is set up and running efficiently. We offer specialized bookkeeping, tax planning, and payroll services designed for real estate professionals seeking efficient business management assistance. Whether it's setting up LLCs or S-Corps, managing payroll, or ensuring clean and compliant bookkeeping, our services are customized to support your real estate business.

Requirements:

Bookkeeping, Payroll & Business Tax Planning is for clients with new or established businesses.

What to expect:

Our service model is designed to optimize cost savings for real estate professionals. First, we evaluate your current business structure and as needed, create an LLC, s-corporation, and/or establish payroll services. Then, our team provides continuous bookkeeping and payroll upkeep, offering essential business profitability insights for informed decision-making. Lastly, we simplify the tax preparation journey by coordinating directly with your tax preparer for your business and personal taxes, guaranteeing a hassle-free experience during tax season.

You receive ongoing management of payroll & bookkeeping, aiming to boost your profitability and maximize owner compensation, while avoiding unnecessary tax payments.

  • Increase business profitability
  • Maximize your owner’s compensation
  • Avoid unnecessary tax payments
  • Increase business profitability
  • Maximize your owner’s compensation
  • Avoid unnecessary tax payments

How It's Priced:

Ongoing bookkeeping and payroll is based on scope and complexity. Financial planning partnership clients receive reduced bookkeeping & payroll service fees. Additional a la carte services are listed below:

  • LLC Formation
  • S-Corporation Setup
  • Payroll Setup
  • Annual Tax Report
  • Bookkeeping Setup
  • Coordinated Tax Preparation
  • Ongoing Tax Planning

Facts & Questions

What kind of organizations do you work with?

We collaborate with a diverse range of organizations, including real estate teams and brokerages, high net worth individuals, small and medium-sized businesses, and institutions with endowments such as churches, hospitals, and other mission-driven organizations.