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GAAP-basis · QuickBooks® Certified ProAdvisors· your file, your data
Bookkeeping for Real Estate Agents That Keeps You Tax-Ready
Commission income, 1099 deductions, and quarterly taxes — handled. Stay tax-ready all year and stop leaving deductions on the table. In your own QuickBooks®.
GAAP-basis bookkeeping on every agent engagementQuickBooks® Online Certified ProAdvisor team with a real-estate-agent chart of accounts built inQuickBooks® Online Certified ProAdvisor team fluent in 1099 contractor obligations
Every deduction capturedMileage, home office, MLS, marketing — all categorized
Quarterly taxes, no surprisesEstimated from real year-to-date numbers
CPA-ready at year-endClean, separated books your CPA can file from
Overview
Bookkeeping built for real estate agents.
Bookkeeping for real estate agents requires a system built around commission-driven, 1099 income — not a generic small-business template. Our team provides outsourced bookkeeping prepared on a GAAP basis and led by QuickBooks® Online Certified ProAdvisors for agents whose income arrives in large, irregular chunks and whose deductible expenses span dozens of categories most generalist bookkeepers miss. We track every commission deposit, reconcile your business accounts monthly, and categorize your 1099 expenses — marketing, MLS fees, brokerage splits, mileage, home office, client gifts, continuing education, technology — then calculate your quarterly estimated tax so you know exactly what to set aside before each IRS deadline. We also maintain a clean separation between business and personal accounts, the single most important thing you can do to protect yourself in an audit. New clients receive a complimentary books cleanup — we correct misclassifications in your history and bring your accounts current before monthly maintenance. Working with our team means your CPA receives organized, categorized financials at year-end, your quarterly payments are calculated on accurate numbers, and you stop leaving thousands in legitimate deductions on the table because your records were too disorganized to support them.
What we fix
The problems costing real estate agents the most.
Lumpy commission income makes quarterly taxes a guessing game
Agents close in clusters and receive 1099 income with no withholding, so they owe four estimated tax payments a year. Without up-to-date books they under-pay (triggering IRS penalties that compound) or over-pay and starve their cash flow.
We reconcile your books monthly and calculate your estimated tax from actual year-to-date net income, delivering a clear number before each quarterly deadline so you set aside the right amount and pay on time.
Deductions are scattered everywhere — and most agents miss thousands
An agent’s deductible expenses span mileage, home office, marketing, MLS and NAR dues, lockbox subscriptions, E&O insurance, client gifts, CE, and technology. Without a dedicated system these land in personal accounts or go undocumented, and agents routinely leave thousands in legitimate deductions unclaimed each year.
We maintain a real-estate-agent chart of accounts that captures every deduction category, reconcile all accounts monthly, and flag items that need documentation — so your CPA gets a complete, categorized deduction list at tax time.
Business and personal commingling is the fastest path to an audit problem
When commission deposits share an account with personal spending, separating business expenses becomes a year-end reconstruction project, deductions become hard to substantiate, and the whole account history can be used against you if the IRS questions a deduction.
We reconcile dedicated business accounts and help you keep a clean separation going forward; for agents who have been commingling, our onboarding cleanup reconstructs the business-vs-personal split from your existing history.
What you get
Clean books, every month.
Quarterly estimated taxes calculated on real numbers — no penalties, no surprises
Every deductible expense captured and categorized, including mileage, home office, and marketing
Clean separation of business and personal finances maintained for you
Year-end financials delivered to your CPA ready to file
More time focused on closing deals, not chasing receipts
How it works
Clean books in three steps.
We clean up and set up
Free historical cleanup, then a chart of accounts built for your work.
Monthly books on autopilot
Reconciled, categorized, and CPA-ready — every month, flat fee.
Free cleanup to start
New clients get a complimentary historical cleanup — we fix the misclassifications and bring your accounts current before monthly bookkeeping begins. Works alongside your CPA. No long contracts.
FAQ
Questions real estate agents ask.
How much does bookkeeping for a real estate agent cost?
Pricing is based on transaction volume and account complexity. Book a free discovery call — we review your setup and give you a flat monthly rate with exactly what is included.
What software do you use?
QuickBooks® Online — our team includes QuickBooks® Online Certified ProAdvisors and builds a chart of accounts specifically for agents, covering every deduction category.
What is the free cleanup?
A complimentary cleanup of your existing books at onboarding: we correct misclassifications, separate business from personal, and bring accounts current before monthly maintenance.
Will you work with my CPA?
Yes. We keep clean, categorized books year-round; your CPA receives organized financials at year-end and can focus on filing, not reconstruction.
Can you help track mileage and home-office deductions?
Yes — we build your QuickBooks file to capture mileage and home-office allocation correctly and advise on documentation that satisfies IRS substantiation.
Book your call
See what clean books look like for your business.
We limit new agent onboardings each month — if you are behind or approaching a quarterly deadline, book a call today to confirm availability.
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