In today’s episode, Rafael Cortez is joined by Amanda Webster, the Chief Revenue Officer at Accruity, a leading financial advisory firm. With over two decades of experience, Amanda shares her insights on how real estate investors and professionals can optimize their financial strategies to save money, grow their revenue, and navigate the complex world of taxes.
Amanda Webster is an expert in financial strategy for real estate professionals, including investors, construction companies, brokerages, and property management firms. As a military spouse and mother of five, she brings the same resilience, dedication, and strategic thinking to her work as she does to her family life.
We cover:
1️⃣ Why your CPA might not be the right fit for your real estate business (and how to find the right one)
2️⃣ How to legally offset tax liabilities and keep more of your profits 💰
3️⃣ Building a solid financial foundation with QuickBooks and project-level tracking
4️⃣ The importance of KPIs and forecasting for smarter decision-making 📊
5️⃣ Avoiding costly mistakes by keeping personal and business finances separate
6️⃣ How to hire the right financial advisor to ensure your business grows sustainably and profitably
Key Takeaway:To scale your real estate business successfully, you must treat it like a business model and not just a side hustle. Proper financial systems, tax strategies, and tracking are key to making informed decisions and growing profitably.
Timestamps:0:00 - Intro to Amanda Webster
4:30 - The Right CPA: Specialization vs Generalization.
9:10 - Tax Strategies: How to Save on Taxes Legally
13:45 - Setting Up QuickBooks & Tracking Expenses
18:20 - KPIs That Drive Business Growth
25:00 - Forecasting: Let Data Drive Your Decisions
30:45 - Avoiding Mistakes: No Co-Mingling Personal & Business Funds
35:20 - When to Bring in Financial Advisors or CFOs
42:10 - Closing Thoughts: Structuring Your Business for Success
Connect with Amanda:Facebook: https://www.facebook.com/amanda.webstercooInstagram: @amandawebstercoo
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