Store My Library
About Contact

Online Course 

Do-Your-Own-Books for Real Estate

Master the accounting essentials every real estate investor needs

Stop guessing about your real estate finances. Learn exactly how to setup, organize, and analyze your books

and numbers, the same way professionals do. Get audit-ready, make smarter investment decisions,

and take control of your financial future.

ENROLL NOW

During This Training

YOU WILL LEARN

1

Building a Foundation in Real Estate Investing

Learn why real estate is one of the top 3 ways to build wealth, understand the myths vs. reality, and discover the 5 stages of real estate investors - from accidental landlord to legacy planner. Know which type of investor YOU are and what that means for your accounting (and tax!).

2

Set up Your Accounting Software Correctly

Choose between Excel, QuickBooks Online, Rent Manager, Buildium, Kick, AppFolio and other platforms. Understand what to look for, how to connect your bank accounts, and how to structure your Chart of Accounts for maximum clarity and tax efficiency (and audit protection).

3

Master Core Accounting Concepts (The Heart of Your Job When You Own RE)

Learn how to categorize transactions properly, record property purchases, track depreciation, record sales, and avoid the most common mistakes. Understand the difference between permanent and temporary accounts, and why it matters.

4

Read and Understand Your Financial Reports

 

Decode your Profit & Loss statement, Balance Sheet, and key metrics. Learn how to calculate Cash-n-Cash returns, IRR and Equity Growth-and understand when each metric matters for your investment decisions.  

5

Stay Audit-Ready and Avoid Red Flags

Master the basics: bank accounts, credit cards, receipt requirements, mileage tracking, and documentation. Learn the deal-killer accounting red flags BEFORE you purchase a property so you can avoid bad deals. 

6

Optimize Your Real Estate Business and Tax Structure 

Understand entity options (management entity vs. holding company vs. direct ownership), REP (Real Estate Professional) status qualification, annual elections under IRC sec. 469, and estate planning considerations to legally minimize your tax burden. 

"I was completely lost with my bookkeeping. I'd just throw receipts in a box and hope my tax preparer could figure it out. After this course, I understand my P&L, I know exactly what I can deduct, and my accountant said my records are now 'beautiful.' Best investment I made."

Jessica M., RE Investor, 7 Properties

Who This Course is For

Perfect if you are:   

  •  a real estate investor managing your own properties
  • a landlord with rental income (single or multiple properties)
  • a business owner with real estate assets
  • someone wanting to take control of their RE investments
  • a real estate investor who is trying to bootstrap but take advantage of every tax break available
  • a self-directed investor who wants to run their RE investments by the numbers 
  • someone preparing for a more complex RE portfolio as they grow
  • someone investing into a RE fund and want to make sure they can assess the quality of accounting, reporting and management fees
  • someone who doesn't want to pay the accountant's PITA (pain-in-the-ass) numbers during tax season.

NOT for you:   

  • you're working with a full-time CPA who handles everything
  • you have zero interest in your financial statements, numbers and tax strategy
  • you manage 50+ properties (you need a professional accounting firm who will handle it for you, we can help)

The Details 

Meet: Tatiana Tsoir

Tatiana is a CPA and MBA, who is the queen of proper accounting AND proactive tax reduction, who's supported a $300M+ real estate investments for a client from accounting, treasury and tax reduction side, and has 20+ years of accounting and tax experiences, too. 

Tatiana runs a one-of-a-kind accounting, tax and business advisory firm, supporting clients in building wealth and leaving an impact.

Course Curriculum:

Module 1: Foundation & Investor Framework: RE is 1 of 3 top ways to build wealth, types of RE investments and investors. 

Module 2: The Basics: setup, tracking and strategy, bank and cards - when and what to use, becoming audit-proof and audit-ready

Module 3: The Setup: Choosing your software for accounting, connecting the appropriate accounts, recording your property purchase, sale and day to day transactions.

Module 4: Core Accounting Concepts- Get Them Right. 

Module 5: Understand your financial reports. 

Module 6: REP (Real Estate Professional) status 

Module 7: Use Tax Code to Your Advantage

Module 8: Been Doing It Wrong? Here is how you fix it. 

Bonus Module: From how to choose your tax preparer to understanding your own tax return, to most common audit red flags, to kids on payroll, syndications, cost segregations and QOZ, you've got it all. 

GET YOURS NOW

What's Included in Your Enrollment 

  • 8 Core Modules (video lessons)
  • Downloadable Templates and Checklists
  • Excel Bookkeeping Template
  • Chart of Accounts Template (ready to implement)
  • Lifetime access to Course Materials and Community
  • Q&A Support

COURSE INVESTMENT

Full Course (Modules 1-8 + Bonus Module) one time $697

Advanced Strategies Add-On $197

Join hundreds of real estate investors who've taken control of their numbers and made smarter decisions.

Access starts immediately.

The program will introduce students to plain-English basics of accounting for ongoing and one-time transactions related to real estate.

After the first three days, the training is NOT Refundable. If you request a refund (see Terms of Purchase below), you will lose access to the community as well. 

ENROLL NOW & START LEARNING