Essential Monthly Bookkeeping

Your books handled. More time to sell homes.

Between showings, contracts, marketing, and taking care of clients, you already have enough on your plate. The last thing you want to do is spend your evenings catching up on bookkeeping.

That's where we come in!

We'll take care of your monthly bookkeeping, keep your commission income and business expenses organized, and make sure your financial records are accurate and up to date.

We'll also work with your CPA to help make tax season a little easier. And if you don't have a CPA, we have a great one we'd be happy to connect you with!

WHAT'S INCLUDED:

Monthly Bookkeeping: We'll organize and categorize your commission income, brokerage fees, marketing expenses, MLS dues, and other business expenses in QuickBooks Online.
Bank & Credit Card Reconciliations: Each month, we'll match your transactions to your bank and credit card statements to make sure everything is recorded correctly.
Monthly Financial Reports: You'll receive your Profit & Loss and Balance Sheet straight to your inbox by the 15th of each month, as long as we've received everything we need.
Your Own Bookkeeping Dashboard: See your income, expenses, and profit through simple graphs and visuals, all in one place.
CPA Collaboration: We'll work directly with your CPA when needed and provide the financial reports they request. If you don't have a CPA, we're happy to connect you with one we recommend!
Email Support: Have a question about your bookkeeping? Just send us an email. We're happy to help!

Prices start at $375 per Month

Pricing depends on your monthly transaction volume, number of accounts, and bookkeeping needs. Historical cleanup, payroll, additional services, and QuickBooks Online subscriptions are separate.

And here's another benefit: Your bookkeeping fees are generally 100% deductible as an ordinary and necessary business expense, depending on your tax circumstances. Your CPA can confirm how this applies to you.

Ready to take bookkeeping off your plate?

Let's hop on a quick call, talk about your real estate business, and see how we can make keeping your books organized a whole lot easier.