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Welcome to Lift Your Finances

Helping Real Estate Businesses Build Stronger Finances

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Your Growth is Our Priority 

You focus on real estate. We focus on the numbers that help you scale.

Lift Your Finances offers fully virtual tax and accounting services tailored to real estate investors, property managers, and construction professionals. Whether you’re flipping houses or running an HVAC business, we understand your world—because we’ve lived it.

Your Trusted Accounting Partner

Founded by active real estate investors, our team understands the realities of running a real estate business. We go beyond traditional compliance to help you keep more of what you earn and scale smarter.

Who We Work With

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Investors & Landlords

We guide you through every tax advantage, so you keep more from every property.

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Private Money Lenders

We clean up your books so your money can work harder for you.

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House Flippers

You focus on the houses. We take care of the finances.

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Construction Trades: General Contractors, HVAC, and more

Clear books. Stronger decisions. Bigger growth.

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Property Managers

Behind every well-maintained property is solid financial management—we handle that for you.

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Real Estate Brokers

Turn your brokerage into a growth-ready business with the right financial systems.

Why Clients Trust Us

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Specialized expertise in real estate and construction

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Clear, practical bookkeeping for confident decisions

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Tax planning that’s clear, intentional, and goal-focused

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Direct and simple—getting to the point.

Our clients value our straightforward, no-nonsense approach.
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We know your time is limited—especially when you’re managing projects, tenants, and vendors. That’s why we focus on streamlined, solutions-oriented support. Whether it’s organizing a messy chart of accounts or timing purchases for maximum tax advantage, we make your financial life simpler and more strategic.

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We stay up to date on the latest tax strategies for real estate professionals, from S-Corp structuring to depreciation planning and capital gains timing. With flexible local and virtual support, working with us is efficient, stress-free, and tailored to your business.

"They helped me evaluate my financial status after my divorce. After my divorce, I consistently from month to month overdrew my bank accounts, couldn’t pay several bills, and was 20k in credit card debt. We looked at projections for retirement and budgets. I was then able to make informed decisions about my finances. From the support and guidance that was provided I was able to get caught up on over due bills, no longer overdraft my bank account, paid off my credit card debt, was able to money for a down payment and buy a house all within a year of my divorce. This was a huge help and a huge relief. I would have never been able to do this without the assistance and support provided."

Dawn I.

Get in Touch

9824 Caldwell Depot Rd

Cornelius, NC, 28031

980-445-5001 

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