Your Books.
Accurate.
On Time. Every Month.
Tasks Team is a dedicated remote bookkeeping and accounting firm specializing in real estate bookkeeping, small business accounting, and property management financials. We work in QuickBooks Online, QuickBooks Desktop, AppFolio, and Buildium — so your books are always clean, current, and CPA-ready.
- Monthly Bookkeeping & Reconciliation Core
- Real Estate Bookkeeping Specialty
- Accounts Payable & Receivable AP/AR
- Bookkeeping Cleanup & Catch-Up Project
- Financial Reporting (P&L, Balance Sheet) Reports
- Tax-Ready Books & CPA Coordination Year-End
We Do One Thing.
We Do It Well.
Most bookkeeping problems don't come from bad intentions — they come from business owners trying to do too much themselves. Misclassified transactions. Unreconciled accounts. Tax season surprises.
Tasks Team was built to solve exactly that. We're a dedicated remote bookkeeping & accounting firm. We don't do VA work. We don't manage your social media. We keep your books — and we're very good at it.
"We stopped offering everything and focused on bookkeeping alone. That decision made us better at the one thing our clients actually need most."
Bookkeeping Services
Built for Your Business
Every service is delivered virtually on a recurring monthly basis — with clear deliverables, proactive communication, and books your CPA will thank you for.
Built for Business
Owners Who Are
Done Guessing
We work best with owners who know their finances matter — and need a specialist team they can actually trust with them.
Why Business Owners Who've Tried Others End Up Here
From First Call to Clean Books in Days
What Our Clients Say
"Our books were 8 months behind when we came to Tasks Team. They had everything cleaned up and CPA-ready in under a month. We haven't looked back."
"As a mortgage broker, my income structure is complex. Tasks Team was the first bookkeeper who actually understood how to categorize it correctly. Huge difference at tax time."
"I was doing my own books in a spreadsheet for 4 years. Switching to Tasks Team felt like turning the lights on. I actually understand my business finances now."
Frequently Asked Questions
Everything you need to know about our remote bookkeeping and accounting services.
Real estate bookkeeping covers recording and reconciling all financial transactions for investors, agents, brokers, and property managers. This includes rental income tracking by property, mortgage and HOA payment recording, commission split tracking, security deposit liability accounting, expense categorization, and year-end 1099 preparation. Tasks Team delivers this through QuickBooks Online, QuickBooks Desktop, AppFolio, and Buildium.
Yes. Tasks Team provides full-service bookkeeping in both QuickBooks Online and QuickBooks Desktop. Our bookkeepers manage your chart of accounts, categorize transactions, perform monthly reconciliations, run financial reports, and keep your books CPA-ready in whichever platform your business uses.
Yes. We work directly with property managers using AppFolio and Buildium. We reconcile accounts, record transactions, ensure financial data accuracy, and produce CPA-ready books monthly within your existing property management software.
Tasks Team specializes in bookkeeping for real estate investors, real estate agents, real estate brokers, mortgage loan officers, property managers, and small to mid-size businesses across construction, retail, professional services, e-commerce, and healthcare. If your business has ongoing financial transactions, we can handle your books.
Yes — bookkeeping cleanup is one of our specialties. Whether your books are 3 months or 3 years behind, we audit your accounts, reclassify miscategorized transactions, reconcile every account, and deliver CPA-ready financials. Cleanup is quoted as a one-time flat-fee project based on scope.
Schedule a free 30-minute consultation at tasks-team.com. We review your current bookkeeping setup, identify what needs to be done, and recommend the right service package. Onboarding typically takes 3 to 5 business days. No long-term contract required.