Agents
Get Back to Selling
Whether you need your books cleaned up, software training or ongoing services - we have a solution for you.
For many real estate professionals, bookkeeping is a nagging and stressful afterthought. We'll take that pressure away.
Ongoing Monthly Services
Does your current bookkeeping strategy look like a cardboard box full of receipts? Spending hours scrambling when your accountant calls each year? Worried you are missing deductions?
You could pay for an entire year of bookkeeping with a fraction of just one real estate sale. Focus on what makes you money, we'll take care of the books.
*Starting prices below
One Time Clean Up
Are your books months, or even years behind? Being that behind can feel like an enormous burden. Let us get you cleaned up and current with our clean-up services. Clean up can be a one time service or part of ongoing monthly services.
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* Pricing depends on need. Contact directly for estimate.
Software Setup and Training
Not ready for bookkeeping services? We have options including Quickbooks setup, training and special discounts on subscriptions to get you up and running on your own two feet.
* Pricing depends on need. Contact directly for estimate.
Monthly Service Packages
Basic
Compliance level services while ensuring you are capturing all deductable expenses including those taken out by your brokerage.
Pricing starts at $250 monthly*
- Industry Specific Chart of Accounts
- Monthly recording of Income including business expenses taken out by brokerage
- Monthly categorization of all expenses
- Quarterly reconciliation of all accounts
- Client Portal
- Quarterly Financials in Client Portal
- Quarterly Financial Review Video
- Annual Financial Meeting
- 1099 tracking and W9 assistance
- QBO Ledger Included
- Unlimited support
- No Contract(30 days notice to cancel)
- Work with your tax preparer at tax time
Growth
For those wanting to measure and compare business performance against industry standards and more deeply understand their financial position.
Pricing starts at $300 monthly*
- Industry Specific Chart of Accounts
- Breakout of Income By Listings, Buyers, Referrals
- Weekly recording of Income including business expenses taken out by brokerage
- Weekly categorization of all expenses
- Monthly reconciliation of all accounts
- Client Portal
- Monthly Financials in Client Portal
- Monthly Financial Review Video
- Bi-annual Financial Meeting
- Industry Benchmarks
- 1099 tracking and W9 assistance
- Up to 6 1099 filings included
- QBO Simple Start Included
- Unlimited support
- No Contract(30 days notice to cancel)
- Work with your tax preparer at tax time
Pro
For those wanting to optimize their systems to have
clarity in their business to make solid decisions as well as see detailed per transaction reporting.
Pricing starts at $400 monthly*
- Industry Specific Chart of Accounts
- Breakout of Income By Listings, Buyers, Referrals
- Weekly recording of Income including business expenses taken out by brokerage
- Weekly categorization of all expenses
- Monthly reconciliation of all accounts
- Income and Expenses tracked to client
- Per Listing Profit Reporting
- Client Portal
- Monthly Financials in Client Portal
- Monthly Financial Review Video
- Quarterly Financial Review Meeting
- Industry Benchmarks
- 1099 tracking and W9 assistance
- Up to 12 1099 filings included
- QBO Plus Included
- Unlimited support
- No Contract(30 days notice to cancel)
- Work with your tax preparer at tax time
*Starting prices are based on up to 50 transactions monthly and up to 2 bank/credit accounts. Individual pricing will be determined based on the scope of your customized services. Pricing on our Basic account requires a new QBO ledger file.
Add on Services
Payroll
New File Set-up
Bill Pay
Receipt Management
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