{"title":"Real Estate Professionals \u0026 Investors","description":"\u003cp\u003ePractical templates for landlords, short-term rental hosts and owners running more than one entity, covering rent and occupancy tracking, expenses by property, intercompany clean-up, and the records a lender will ask for at tax time.\u003c\/p\u003e","products":[{"product_id":"business-financial-health-scorecard","title":"Business Financial Health Scorecard","description":"\u003cp\u003eThe Business Financial Health Scorecard is a quick check of how current, organized, and decision-ready your financial information is. It does not measure business value, solvency, creditworthiness, or overall economic health.\u003c\/p\u003e\u003cp\u003eAnswer 15 plain-language questions covering financial reports, reconciliations, cash visibility, profitability, record organization, payroll and tax documentation, and responsibility for recurring accounting tasks.\u003c\/p\u003e\u003cp\u003eAfter all questions are answered, the Excel scorecard provides one broad result, a response summary, a visible priority note, and three practical next actions. The score is an educational indicator and does not verify the underlying records.\u003c\/p\u003e\u003ch3\u003eHow to use it in three steps\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eChoose one response for each question in the Excel scorecard.\u003c\/li\u003e\n\u003cli\u003eReview the score range, response counts, and critical-item priority note.\u003c\/li\u003e\n\u003cli\u003eSelect the three lowest-rated areas and assign a responsible person and target date.\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eImportant limitations\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eThe scorecard evaluates financial-information readiness only.\u003c\/li\u003e\n\u003cli\u003eIt does not assess solvency, business value, creditworthiness, compliance, fraud, tax exposure, or ability to continue operating.\u003c\/li\u003e\n\u003cli\u003eThe answers and underlying records are not independently verified.\u003c\/li\u003e\n\u003cli\u003eGeneral United States educational content only.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"OG Advisory LLC","offers":[{"title":"Default Title","offer_id":45368804573207,"sku":null,"price":0.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0808\/3944\/2455\/files\/og-advisory-business-financial-health-scorecard.png?v=1786121713"},{"product_id":"bookkeeping-health-check","title":"Bookkeeping Health Check","description":"\u003cp\u003eThe Bookkeeping Health Check is a printable 20-item checklist covering account reconciliations, financial statements, supporting records, payroll and tax organization, and recurring bookkeeping responsibilities.\u003c\/p\u003e\u003cp\u003eMark one response for each item and manually count every Needs attention or No or not sure response. The result provides one of three broad categories: Generally organized, Attention recommended, or Professional review recommended.\u003c\/p\u003e\u003cp\u003eThe checklist measures organization and process readiness only. It does not confirm that the bookkeeping or financial statements are complete, accurate, tax-ready, or compliant.\u003c\/p\u003e\u003ch3\u003eHow to use it in three steps\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eMark one response per checklist item.\u003c\/li\u003e\n\u003cli\u003eCount each Needs attention and No or not sure response as one flagged item.\u003c\/li\u003e\n\u003cli\u003eStart with the oldest unreconciled account or most important missing report, then assign an owner and due date.\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eImportant limitations\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eThe checklist does not independently inspect or verify books and records.\u003c\/li\u003e\n\u003cli\u003eIt does not guarantee complete books, accurate statements, tax readiness, or compliance.\u003c\/li\u003e\n\u003cli\u003eUse Not applicable only for items that genuinely do not apply.\u003c\/li\u003e\n\u003cli\u003eGeneral United States educational content only.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"OG Advisory LLC","offers":[{"title":"Default Title","offer_id":45368869715991,"sku":null,"price":0.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0808\/3944\/2455\/files\/og-advisory-bookkeeping-health-check_a83fbe9f-498a-4147-8af0-7cda16f43ddf.png?v=1786121538"}],"url":"https:\/\/resources.ogadvisory.cpa\/collections\/real-estate-and-multi-entity.oembed","provider":"OG Advisory","version":"1.0","type":"link"}