From CPA to Profit: Financial Tips for Real Estate Investors w/ Amanda Webster & Rafael Cortez

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 tracking4️⃣ The importance of KPIs and forecasting for smarter decision-making 📊5️⃣ Avoiding costly mistakes by keeping personal and business finances separate6️⃣ How to hire the right financial advisor to ensure your business grows sustainably and profitablyKey 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 Webster4:30 - The Right CPA: Specialization vs Generalization.9:10 - Tax Strategies: How to Save on Taxes Legally13:45 - Setting Up QuickBooks & Tracking Expenses18:20 - KPIs That Drive Business Growth25:00 - Forecasting: Let Data Drive Your Decisions30:45 - Avoiding Mistakes: No Co-Mingling Personal & Business Funds35:20 - When to Bring in Financial Advisors or CFOs42:10 - Closing Thoughts: Structuring Your Business for SuccessConnect with Amanda:Facebook: https://www.facebook.com/amanda.webstercooInstagram: @amandawebstercoo👉 Don’t forget to LIKE, COMMENT, and SUBSCRIBE for more actionable tips on building a profitable real estate business!#RealEstateInvesting #FinancialStrategy #Wholesaling #TaxStrategy #CFO #ProfitMaximization #RealEstateProfessionals #BusinessGrowth #KPIs

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