Services
Buy, Sell, or Invest With a Finance-First Perspective
Buy, Sell, or Invest With a Finance-First Perspective
Buy, Sell, or Invest With a Finance-First Perspective
Whether you are buying your first home, selling a property, or acquiring an investment property, real estate decisions are easier when you understand both the transaction and the numbers behind it.
Services may include:
- Buyer representation
- Seller representation
- Investment property search guidance
- Listing strategy
- Property pricing discussion
- Off
Whether you are buying your first home, selling a property, or acquiring an investment property, real estate decisions are easier when you understand both the transaction and the numbers behind it.
Services may include:
- Buyer representation
- Seller representation
- Investment property search guidance
- Listing strategy
- Property pricing discussion
- Offer strategy
- Transaction coordination
- Investor acquisition support
- Investor liquidation support
Best for:
- Homebuyers
- Home sellers
- Rental property buyers
- Real estate investors
- Owners selling a problem property
- Clients who want a more numbers-aware real estate experience
Investor Back Office
Buy, Sell, or Invest With a Finance-First Perspective
Buy, Sell, or Invest With a Finance-First Perspective
For rental investors, the transaction is only one part of the business. The back office matters too.
The Denisse Collective helps rental property owners organize income, expenses, documents, contractors, and property-level reports so each rental is easier to understand and manage.
Services may include:
- Rent income tracking
- Expense categorizat
For rental investors, the transaction is only one part of the business. The back office matters too.
The Denisse Collective helps rental property owners organize income, expenses, documents, contractors, and property-level reports so each rental is easier to understand and manage.
Services may include:
- Rent income tracking
- Expense categorization
- Property-by-property reporting
- Schedule E tax organization
- 1099 contractor tracking
- Repair vs. improvement organization
- Lease and document organization
- Vendor payment tracking
- Cash flow review
- Quarterly tax-ready reports
Best for:
- Rental property owners
- Small portfolio investors
- Landlords with scattered records
- Investors preparing for tax season
- Investors preparing to buy, sell, refinance, or scale
Notary Services
Buy, Sell, or Invest With a Finance-First Perspective
Tax Pro Services
The Denisse Collective provides notary support for clients who need documents signed, verified, and completed efficiently.
Services may include:
- Mobile notary services
- Remote online notarization
- Loan signing support
- Real estate document notarization
- Business document notarization
- Personal document notarization
- Signing appointment coordination
Best
The Denisse Collective provides notary support for clients who need documents signed, verified, and completed efficiently.
Services may include:
- Mobile notary services
- Remote online notarization
- Loan signing support
- Real estate document notarization
- Business document notarization
- Personal document notarization
- Signing appointment coordination
Best for:
- Real estate clients
- Investors
- Business owners
- Individuals needing document notarization
- Clients who need remote or mobile convenience
Tax Pro Services
Buy, Sell, or Invest With a Finance-First Perspective
Tax Pro Services
The Denisse Collective helps clients prepare for tax season with organized records, practical guidance, and tax preparation support.
Services may include:
- Individual tax preparation
- Small business tax preparation
- Rental property tax organization
- Schedule E support
- 1099 organization
- Contractor payment tracking
- Tax document collection
- Prior-year tax
The Denisse Collective helps clients prepare for tax season with organized records, practical guidance, and tax preparation support.
Services may include:
- Individual tax preparation
- Small business tax preparation
- Rental property tax organization
- Schedule E support
- 1099 organization
- Contractor payment tracking
- Tax document collection
- Prior-year tax organization
- Tax-ready reporting support
Best for:
- Individuals
- Small business owners
- Rental property owners
- Real estate investors
- Self-employed clients
- Clients who need cleaner records before filing
MONTHLY PACKAGES
ESSENTIAL
ESSENTIAL
ESSENTIAL
Starting at
$200/month
For business owners who need consistent monthly support to stay organized and tax-ready.
This package covers the core ongoing work required to keep your business records clean, accurate, and up to date—without you having to manage it yourself.
Includes:
- Monthly bookkeeping
- Trust Accounting (if applicable)
- Transaction cate
Starting at
$200/month
For business owners who need consistent monthly support to stay organized and tax-ready.
This package covers the core ongoing work required to keep your business records clean, accurate, and up to date—without you having to manage it yourself.
Includes:
- Monthly bookkeeping
- Trust Accounting (if applicable)
- Transaction categorization and account review
- Monthly financial reports
- Tax-ready financials
- Basic email support
Scope:
- Up to 2 accounts
- Up to 200 transactions/month
GUIDED
ESSENTIAL
ESSENTIAL
Starting at
$400/month
⭐ Most Popular
For business owners who want to stay organized and also understand what’s happening in their business each month.
This package adds visibility and clarity, helping you make sense of your numbers instead of just receiving reports.
Includes everything in Essential, plus:
- Monthly summary with key insights
(wh
Starting at
$400/month
⭐ Most Popular
For business owners who want to stay organized and also understand what’s happening in their business each month.
This package adds visibility and clarity, helping you make sense of your numbers instead of just receiving reports.
Includes everything in Essential, plus:
- Monthly summary with key insights
(what happened, what to watch) - Profit and expense insights
- Ongoing tax awareness (not just year-end)
- Basic KPI tracking
- Priority email support
Scope:
- Up to 4 accounts
- Up to 400 transactions/month
Expanded
ESSENTIAL
Expanded
Starting at
$650/month
For business owners who want ongoing support and guidance when making financial decisions.
This package goes beyond reporting and helps you stay on top of your business as it grows, with support when decisions impact your numbers.
Includes everything in Guided, plus:
- Cash flow visibility
- Ongoing support for decision-rela
Starting at
$650/month
For business owners who want ongoing support and guidance when making financial decisions.
This package goes beyond reporting and helps you stay on top of your business as it grows, with support when decisions impact your numbers.
Includes everything in Guided, plus:
- Cash flow visibility
- Ongoing support for decision-related questions
- Proactive tax guidance
- Faster response times
- Deeper breakdowns when needed
Scope:
- Up to 6 accounts
- Up to 800 transactions/month
Add ons
ESSENTIAL
Expanded
- Cleanup / catch-up bookkeeping
- Tax return preparation
- Additional accounts
- High-volume upgrade
- Payroll support
- Sales tax filings
- Strategy sessions