
Financial Structure Creates Financial Freedom
-Corey B Smith

-Corey B Smith
Building the Financial Foundation to Provide You Financial Freedom.
Born and raised in Indianapolis and a Butler University Graduate, Corey B. Smith is redefining what it means to grow wealth as a real estate investor. As a Modern Wealth Architect & Real Estate Strategist, Corey helps investors move beyond the stress of spreadsheets — to bring financial clarity, control, and confidence.
As CEO of Corey B. Smith, he specializes in accounting, bookkeeping, QuickBooks setup, and tax strategy for real estate portfolios.
His philosophy is simple: Financial structure creates financial freedom.
By combining analytical precision of professional accounting with real-world real estate investing experience, Corey shows investors how to scale smarter by implementing systems that reveal true profitability, protect cash flow, and free up time to focus on expansion.
Before launching his financial systems firm, Corey built Corey B. Smith Real Estate into a thriving portfolio of high-performing short-term rentals (which became Superhost status). Through structure and systemization, he transformed his business into a semi-passive income model — proof that financial clarity isn’t just theory, it’s an essential strategy that works.
Today, he helps investors do the same: turning complexities into clarity, chaos into cash flow, and portfolios into scalable wealth.

We organize your books by property, so you always know what’s working and what’s not.
What’s Included:
Monthly reconciliations & transaction tracking
Cash flow summaries & expense categorization
💰 Starting at $297/month
1 x Onboarding fee of $
Includes Initial Call & Organization

What are the numbers telling us currently and what is your current performance
What’s Included:
Detailed rental reports year to date i.e. Occupancy%, ADR, RevPar, etc
P&L, balance sheet, cash flow statement reporting i.e. Revenue, Total Payout, NOI, etc.
How is your current performance?
30 minute monthly call to recap performance (email recap also available)
💰 $495 Per Month (Minimum 90-day commitment)

The Corey B Smith Experience
This package will provide you with a comprehensive view of your current financial situation, projections, and property performance.
What’s Included:
Everything listed in the above services
Once monthly 60 minute consulting call
Strategy & Projective performance
Pricing Strategy, ROI, Cash Flow Projections
Tax Projections
💰 One-time setup: $999
💰 Monthly Investment $700+ Per Property (Minimum 90 day Commitment)
Most investors wait too long — and end up paying more in taxes, stress, and cleanup fees. Our Tax-Ready by March Program is a one-time intensive designed to get your books clean, compliant, and optimized before filing season.
What’s Included:
Full review and cleanup of books
Property-by-property P&L organization
Expense categorization and reconciliation
Structure your numbers like an empire.
I’ll build your QuickBooks to fit your portfolio — customized charts of accounts, property tagging, and automations that eliminate manual tracking.
Tailored setup for rentals, flips, or multi-property investors
Bank and credit card integrations
30-minute training walkthrough and/or additional monthly investment for CBS to run your books
Design your financial system like you design your portfolio.
Most investors operate without a clear financial framework — they know their properties, but not their numbers. The Investor Wealth Blueprint is a one-time strategy intensive that gives you a personalized, data-driven plan for scaling your investments with clarity and control.
What’s Included:
90-minute 1:1 strategy session with Corey
Add a footnote if this applies to your business
Real estate wealth isn’t built on hustle — it’s built on systems. Corey’s methods help investors replace financial chaos with clear direction, effortless reporting, and scalable profit.
→ Precision: Real estate-specific bookkeeping and tax frameworks that align with your growth.
→ Profit: Transparent insights that guide smarter, faster investment decisions.
→ Peace of Mind: Know exactly where your money goes — and how to make it multiply.
Born and raised in Indianapolis with Butler University roots, Corey B. Smith has built a reputation as a forward-thinking entrepreneur and modern wealth architect who bridges the worlds of real estate and finance.
As CEO of Corey B. Smith, he helps real estate investors, portfolio owners, and short-term rental operators design the financial architecture behind lasting wealth.
With a background in property management, senior accounting, cutting edge hospitality, and business systems, Corey brings a rare combination of analytical precision and real-world experience — transforming financial chaos into clarity and profit.
His approach goes beyond bookkeeping. Corey helps investors structure their businesses for scale — implementing clean books, tax-ready systems, and strategic insights that reveal which properties truly perform. Whether he’s optimizing a client’s QuickBooks, building a wealth-flow dashboard, or guiding investors through smarter tax strategy, his mission is simple: to build the Financial Foundation to provide you Freedom.
Before founding his financial firm, Corey built Corey B. Smith Real Estate into a thriving portfolio of high-performing short-term rentals — a brand recognized for transforming local properties into elevated guest experiences and strong investment returns. By implementing the very systems and financial architecture he now teaches, Corey turned his own real estate business into a scalable, semi-passive model that generates consistent income with ease.
That same precision, structure, and passion for excellence now anchor his work helping other investors design the frameworks that allow their wealth — and freedom — to expand.
When he’s not building wealth frameworks or studying market data, you’ll find Corey exploring Indiana’s trails, discovering hidden culinary gems, or studying what makes both great design and great investments timeless.
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