Book Tech

BACKGROUND

Please describe your company and position.

I am the Operations Manager of a real estate firm

Describe what your company does in a single sentence.

We are a full-service real estate firm specializing in residential and commercial property sales, rentals, and property management across New York.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Book Tech to accomplish?

• We hired Book Tech to streamline our real estate firm's financial operations, specifically to manage monthly bookkeeping, handle property-related expense tracking, and ensure our records stayed audit-ready and tax-compliant.

SOLUTION

How did you find Book Tech?

• Online Search
• Referral

Why did you select Book Tech over others?

• Close to my geographic location
• Pricing fit our budget
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Book Tech were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Book Tech provided comprehensive bookkeeping support tailored to our real estate business. Their scope of work included:

• Monthly reconciliation of multiple bank and credit card accounts
• Categorization and tracking of property-related income and expenses
• Preparation of accurate financial reports (P&L, balance sheet, cash flow)
• Cleanup and catch-up of previous years’ disorganized records
• Integration with property management software for seamless data flow
• Ongoing communication to clarify transactions and maintain accuracy

Their deliverables have helped us gain financial clarity, stay compliant, and make better investment decisions.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The measurable outcomes from working with Book Tech included:

• 100% catch-up on 18 months of backlogged bookkeeping within the first 45 days
• Monthly financial reports delivered consistently and on time, helping us make data-driven decisions
• Reduced tax preparation time by 60% due to clean, organized books
• Improved cash flow visibility, allowing us to forecast expenses across multiple properties
• Fewer compliance issues thanks to accurate categorization and timely reconciliations

Overall, Book Tech helps bring clarity and control to our financial operations, which directly contributed to better planning and profitability.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Book Tech's project management was highly professional and efficient. They delivered every item on time—from initial catch-up reports to ongoing monthly financial statements. Their team was responsive, detail-oriented, and proactive in addressing our needs, often flagging inconsistencies before we even noticed them. Communication was smooth via email and Zoom, and they kept us updated on timelines and deliverables without us having to chase them. Their organized approach made it easy to trust that our books were always in good hands.

What was your primary form of communication with Book Tech?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What impressed us most about Book Tech was their deep understanding of real estate-specific bookkeeping and their ability to tailor solutions to our unique workflows. Unlike other firms, they didn’t just input numbers—they provided context, clarity, and strategic insights that helped us make better decisions. Their team genuinely cares about accuracy and client success, and that personal touch combined with strong technical expertise truly sets them apart.

Are there any areas for improvement or something Book Tech could have done differently?

The only area for improvement we noticed is that more proactive monthly financial summaries or visual dashboards would enhance the experience even further. While their reports were always accurate and timely, a bit more visualization or high-level summaries could help busy business owners quickly grasp performance at a glance. That said, their responsiveness and attention to feedback make us confident they’ll continue evolving with client needs.