CFO Discovery Call

CFO Services for Real Estate Agents

You work hard for every commission. Let’s build a plan for how you spend it, pay yourself, and prepare for what’s next.

We help you understand what your real estate business is earning, what it costs to run, and which investments are paying off—all while working alongside your CPA.

What’s included:

• Monthly 60-minute strategy calls: Review your numbers, set goals, and track your progress.

• Customized CFO dashboard: See your income, expenses, profit, and key business metrics in one place.

• Quarterly income reviews: Understand how much you earn and keep each quarter, with a plan for slower seasons.

• Lead spending analysis: Review what you spend on lead platforms, advertising, and referral fees against the commissions those sources generate.

• Annual dues and subscription reviews: Evaluate brokerage fees, MLS and association dues, software, and other recurring expenses.

• Income source analysis: See which lead sources, transaction types, and income streams contribute most to your earnings.

• Budget-to-actual reports: Compare your spending and income with your plan so you can adjust throughout the year.

• Cash flow forecasts: Plan for upcoming expenses, gaps between closings, and business reserves.

• Commission projections and sales tracking: Use your pipeline and sales activity to estimate future income.

• Team and contractor cost reviews: Evaluate the cost of assistants, transaction coordinators, and other support against your business’s profitability.

• Commission and profitability reviews: Understand how splits, referral fees, and transaction expenses affect what you keep from each closing.

• Custom financial analyses: Get answers to questions specific to your business.

• Everything included in the Signature Monthly Bookkeeping Plan.

CFO services are $2,000 per month and include everything in our Signature Monthly Bookkeeping Plan.

Book a discovery call to explore a clearer financial plan for your real estate business.