CFO Support
CFO Services for Real Estate Agents
Make more informed decisions about your money and your real estate business.
You're closing homes, earning commissions, and growing your business. But have you ever wondered how much you can actually afford to spend on marketing, when it makes sense to hire an assistant, or how much money you should be setting aside for slower months?
That's where we come in!
Think of us as your financial partner. We'll help you understand your numbers, plan for upcoming expenses, and make smarter decisions about where your money goes.
Instead of looking back at what you earned last month, we'll help you plan for what's coming next.
WHAT'S INCLUDED:
Everything in Monthly Bookkeeping Plus: We'll handle your monthly bookkeeping, financial reports, reconciliations, and CPA communication so your books stay organized and up to date.
Monthly CFO Strategy Calls: Every month, we'll hop on a 60-minute call to review your finances, talk through upcoming expenses, answer your questions, and make a plan for the months ahead.
Your Own CFO Dashboard: See your commission income, business expenses, profitability, cash flow, and other important financial numbers all in one place.
Commission & Profitability Reviews: We'll break down your commissions, brokerage splits, referral fees, and transaction expenses so you can see how much you're actually keeping from your closings.
Commission Income Forecasting: Using your pending transactions, pipeline, and sales history, we'll estimate what your upcoming income could look like so you can plan ahead.
Cash Flow Planning: Real estate income isn't always predictable. We'll help you plan for slower months, upcoming expenses, and maintaining enough cash in your business.
Business Budgeting: We'll help you create an annual business budget and review it throughout the year so you can see how your actual income and expenses compare with your plan.
Marketing & Lead Spending Reviews: Spending money on Zillow, Realtor.com, social media ads, or other lead sources? We'll help you compare what you're spending with the commissions those leads generate, so you can see what's working.
Business Expense Reviews: We'll look at your recurring expenses, including brokerage fees, MLS dues, subscriptions, marketing tools, and other business costs, to identify opportunities to save money.
Hiring & Team Cost Planning: Thinking about hiring an assistant, transaction coordinator, or another agent? We'll help you understand what that could cost and how it might affect your profitability.
Quarterly Business Financial Reviews: Every three months, we'll take a closer look at your income, expenses, profitability, and financial goals to see how your business is performing and what adjustments may make sense.
CPA Collaboration & Tax Planning Support: We'll work alongside your CPA to help you plan for estimated tax payments, organize financial information, and understand how much cash you may need to reserve. Your CPA will handle tax advice and calculations.
Personalized Financial Support: Have a question about a major business expense, a new opportunity, or an upcoming financial decision? We're here to help you work through the numbers before you make your decision.
Investment: $2,000 per Month
Includes everything in our Monthly Bookkeeping Plus package, along with ongoing CFO support, financial planning, and monthly strategy meetings.
Pricing may vary based on business complexity, number of entities, and additional services requested. Tax preparation, legal advice, and specialized projects are not included.
Ready to stop guessing and start planning?
Let's hop on a call, talk about your real estate business, and see how having a CFO in your corner could help you make more confident financial decisions.