Monthly Bookkeeping for Realtors

You have enough on your plate between showings, contracts, clients, and everything else that comes with being a Realtor. The last thing you need is to spend your evenings catching up on bookkeeping.

We take care of your monthly books, keep your commission income and expenses organized, and make sure your financial reports are accurate and easy to understand.

This package is perfect if you want someone to handle your bookkeeping, keep you updated on your numbers, and be available when you have questions.

WHAT'S INCLUDED:

Complete Monthly Bookkeeping: We'll organize your commission income, categorize your business expenses, reconcile your bank and credit card accounts, and keep your QuickBooks Online up to date. That way, you can start using it for informed deductions on your taxes.
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 have everything we need.
Bookkeeping Dashboard: You'll have access to simple graphs and visuals showing your income, expenses, and profit, making it easier to see what's happening in your business.
Monthly Bookkeeping Summary: Each month, we'll send you a quick overview of your books, including your total commission income, business expenses, and net profit for the month.
Commission & Expense Tracking: We'll keep your commission deposits, brokerage fees, marketing expenses, MLS dues, and other business expenses properly categorized and organized.
Quarterly Bookkeeping Check-Ins: Every three months, we'll hop on a 30-minute call to go over your bookkeeping reports, answer questions, and make sure everything is organized and up to date.
Priority Email Support: Have a question about a transaction, expense, or financial report? Just send us an email! We're happy to help you understand what's showing up in your books.
CPA Collaboration: We'll work directly with your CPA to make sure they have the financial reports and records they need. And if you don't have a CPA, we have a great one we'd be happy to connect you with!
Year-End Bookkeeping Reports: When tax season comes around, we'll have your year-end financial statements organized and ready to share with your CPA.

Prices start at $375 per Month

Pricing depends on your monthly transaction volume, number of accounts, and bookkeeping needs. Payroll, historical cleanup, and QuickBooks Online subscriptions are separate.

Monthly bookkeeping fees are generally tax-deductible as a business expense. Your CPA can confirm what 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.