Why bookkeeping submission matters
Hear from Pini Gueta, Director of Client Services at Agora, on why clean, complete books are key to smoother tax prep and how a few early actions can save countless hours later.

Hear from Pini Gueta, Director of Client Services at Agora, on why clean, complete books are key to smoother tax prep and how a few early actions can save countless hours later.

Agora’s accounting lead Sean Zhubrak shares real examples from previous years and shows how to avoid the most common pitfalls that lead to continuous back and forth and difficulty in meeting deadlines

A practical walkthrough of how to organize, prepare, and submit your books to Agora. You’ll see exactly what information we need, how to provide it, and the checklist that keeps everything accurate and on time.

See real examples of well-prepared books; from reconciliations and categorizations to the document formats that make reviews simple, consistent, and fast.

Every client’s situation is different. Our experts will cover how to approach common edge cases, such as partial-year books or a change in bookkeepers, so your submission remains clear, complete, and compliant.
Director of Client Services, Agora

Pini leads Agora’s client service operations, supporting hundreds of real estate investment managers across the full accounting lifecycle, from data implementation and onboarding, a process he previously led, to bookkeeping, reporting, and tax preparation. His deep understanding of client workflows ensures every process is accurate, efficient, and seamless.
Accounting Lead, Agora

Sean oversees tax preparation and accounting operations at Agora, working closely with clients to maintain accurate, audit-ready books throughout the year. Drawing on more than 10 years of real estate accounting experience, leading his accounting consulting firm he’ll walk through the most common bookkeeping mistakes that cause delays and how to prevent them with a clear, organized submission process.