Real Estate Accounting Bootcamp 3.0 is LIVE...Enroll Now

Quickbooks Online: Transferring Funds between Entities

quickbooks Jun 11, 2021

Multiple Businesses in one QBO Plus Subscription!!! Such a game-changer! But there's a MUST be careful with inter-company transactions. Watch this video and you'll be all set!

Continue Reading...

How to Buy, Develop and Sell Vacant Land in Quickbooks Online

Uncategorized Mar 05, 2021

You bought the land, you’ve built the house, you’ve sold that house…but how do you accurately record all these events in your accounting books?? Check out this end-to-end video where I show you exactly how to record the purchase, development, and sale of vacant land in Quickbooks Online.

Continue Reading...

Podio Best Practice - Importing to Update Items

Uncategorized Feb 17, 2021

I do this on every single Podio build! Importing data is actually the fastest and easiest way to update a bunch of Podio data all at once. Learn how to “stamp” the unique ID of a Podio item so that you can use it as a primary key upon importing.

Continue Reading...

Super-Power your Data with Google Sheets (and STOP using MS Excel!)


Google Sheets continues to impress me! When I first discovered Google Sheets ~10 years ago, I thought "Really convenient...but it can't do much". Ever since then, Google has continuously improved its product to create a powerful analytics engine. 

In this video I demonstrate the immense power of "Slicer" to visualize and filter your data set! 

(NOTE - I make mention of a supplemental video on exporting data from QBO into Google Sheets....check that video out here: External Reporting)

Continue Reading...

How to Integrate Buildertrend with Quickbooks Online


Buildertrend is an amazing tool for planning and managing rehab projects. The feature that pushes BT over the top is its seamless integration with QuickBooks Online. In this video, I’ll show you how to setup that integration for a consistent harmony between project management and accounting tools

Continue Reading...

How to Analyze Rehab Projects

real estate rehab Aug 28, 2020

Download the Rehab Analyzer here:

Check out this super thorough excel tool for analyzing rehab properties! Nail your next flip and impress your investors!

Continue Reading...

How to Set Up a Project Schedule in Buildertrend

Uncategorized Aug 07, 2020

Establish a strong project foundation with Buildertrend’s Scheduling Functionality! Buildertrend is a truly amazing tool that I use to run my entire construction business. I’ve found that the key to a successful project is establishing a strong foundation via the schedule. In this video, I demonstrate how this seemingly simple task can have a major impact on the success of your project!

Continue Reading...

Saving time with Reconciling Journal Entries

Uncategorized Aug 01, 2020

Journal entries are extremely powerful. I know they're a bit tedious...and maybe even confusing. But they can save you a bunch of time. 

Let's say you've been tracking your books using "Customers" to tag property-specific transactions. Maybe you'd like to switch to "Classes"...

No. Big. Deal. 

Check out how I use a reconciling Journal entry to quickly "move" funds from one method of property tracking to another! 


Continue Reading...

How to Edit Existing Podio Items with Momentum Dynamic Forms!

momentum tools podio Jun 12, 2020

Link to Momentum Tools: 

Web forms have always been a great way to add new items to your database. But what if you could edit existing Podio items with a Web Form? Momentum Dynamic Forms makes it possible! In addition to being an amazing tool for creating powerful web forms, Momentum allows you to create a completely new user experience for both Podio and non-Podio users. Give it a try!

Continue Reading...

Podio Hack - Pre-populating Web Forms with Related Field Data

Uncategorized Jun 05, 2020

Sign up for the Podio Crash Course VIP List:

As Podio users, we're constantly struggling to navigate and deal with sometimes difficult user experience. There is so much automation...but this automation often requires extra fields and back end error checking/ data validation. This really cool hack helps to resolve these issues by pre-populating Podio's native web forms. You get the best of both worlds: The attractive, simple interface of a web form + an intelligently pre-populated form based on related fields. Enjoy!


Sample Calculation:
@Deal Unique ID (Hidden) "[CREATE APPT]([link-to-sales-pipeline-2]="+@Item ID+")"

Continue Reading...
1 2 3 4 5 6 7 8 9

Get your Downloads!

Select which download(s) you would like. You'll receive a separate email for each!