Commission income
Each closing is recorded gross from the commission disbursement statement, matched to the deposit.
Realtor Bookkeeping
Tax-ready books for realtors by Feb 15.
Real estate bookkeeping for agents and brokers, on cash basis. Commission income, splits, and agent expenses categorized, then handed to your CPA. Book year-end cleanup with complete documents in time for a February 15 handoff. Cleanup is done within 1 week (5 business days) of receiving all documents and account access.
What is realtor bookkeeping here? Real estate agent bookkeeping at Books Ready Now is cash-basis real estate bookkeeping. Each closing is recorded gross from the commission disbursement statement. Brokerage splits and fees are expenses. You get a P&L, a balance sheet, and a package your CPA can use. We hand over the books. Your CPA files the return.
The Work
Commission income, splits, and the expenses agents track all year.
Real estate agent books are a stack of closings and small recurring costs. We categorize them on cash basis so your CPA can see the year clearly.
Splits and brokerage fees
Brokerage split, franchise and transaction fees, and referral fees are booked as expenses.
MLS dues
MLS, association, and board dues sit with the rest of your agent costs.
Marketing
Lead gen, advertising, signs, and client gifts are separated from personal spending.
Mileage
Vehicle and mileage expenses are categorized from your accounts. Your CPA decides the deduction.
Desk fees
Desk fees, E&O, and other brokerage charges are booked when they hit the account.
1099s
Deposited commission is lined up so it can be compared with your 1099-NEC. We do not file 1099s.
Quarterly estimated taxes
We report year-to-date profit so your CPA can set the estimate. We do not calculate or file it.
Why Books Ready Now
Cash basis, AI-assisted, fast, and a flat price.
Cash basis
Income is booked when it is deposited. These packages stay on cash basis.
AI-assisted
Categorization runs on Kick, an AI-powered ledger. A person reviews the books before the CPA handoff.
Fast
Done in 1 week. Year-End Cleanup is done within 1 week (5 business days) of receiving all documents and account access. Quarterly Financials go out by the 20th day after quarter end, and Monthly Financials by the 10th business day of the next month. Those dates are not the 1-week guarantee.
Flat price
You see the starting price first. The flat fee is confirmed on a free 15-minute call. No hourly billing.
Packages
Three realtor bookkeeping packages.
Starting prices follow accounts and monthly transaction count. Solo agent is sized for 1–2 accounts and up to 75 transactions a month. Producer is sized for 3–4 accounts and up to 150. Team lead or broker is sized for 5–6 accounts and up to 250.
Year-End Cleanup
Starting at$750
Up to 12 months for a solo agent. Tax-ready P&L, balance sheet, and CPA handoff. Done within 1 week (5 business days) of receiving all documents and account access.
- Producer: starting at $1,050
- Team lead / broker: starting at $1,600
Quarterly Financials
Starting at$250/qtr
One quarter of cash-basis books for a solo agent, delivered by the 20th day after quarter end, with profit your CPA can use for estimates.
- Producer: starting at $325/qtr
- Team lead / broker: starting at $450/qtr
Monthly Financials
Starting at$175/mo
A month of cash-basis books for a solo agent, delivered by the 10th business day of the next month.
- Producer: starting at $225/mo
- Team lead / broker: starting at $325/mo
Your flat fee depends on accounts, transactions, and how messy the books are. We confirm it on a free 15-minute call. The free estimate uses these same tiers for real estate and other cash-basis businesses.
Brokers and Team Leads
A per-agent view of the team’s books.
The team-lead tier is for a broker or team lead with 5–6 bank and credit card accounts and up to 250 transactions a month. Income and expenses can be split by agent.
Year-end cleanup: starting at $1,600
Quarterly financials: starting at $450 per quarter
Monthly financials: starting at $325 a month
Brokerage trust and escrow accounts, agent payroll, and 1099 filing stay out of scope. Your flat fee depends on accounts, transactions, and how messy the books are. We confirm it on a free 15-minute call.
Scope
Cash-basis books, handed to your CPA.
We say so before any work starts when a file sits outside this scope.
Cash basis only
Deposits, card charges, and commission disbursements. Reconciliation, categorization, a P&L, a balance sheet, and a CPA handoff package.
One list, every package
Out of scope: accrual basis, inventory, invoicing/AR tracking, job costing, payroll, tax filing/estimates/1099 filing, and trust/escrow.
Clean books, handed over
We hand the package to you and your CPA. Filing the return stays with them.
FAQ
Realtor bookkeeping questions.
How much does realtor bookkeeping cost?
Year-end cleanup starts at $750 for a solo agent, $1,050 for a producer, and $1,600 for a team lead or broker. Quarterly financials start at $250, $325, or $450 per quarter. Monthly financials start at $175, $225, or $325 a month. Your flat fee depends on accounts, transactions, and how messy the books are. We confirm it on a free 15-minute call.
What is included in real estate agent bookkeeping?
Cash-basis books. Each closing is recorded gross from the commission disbursement statement. Brokerage splits, franchise and transaction fees, and referral fees are expenses. We categorize MLS and board dues, E&O, desk fees, marketing, vehicle and mileage, and client gifts. You receive a P&L, balance sheet, and a handoff package for your CPA.
Do you file taxes or 1099s for realtors?
We hand clean books to you and your CPA. We do not file the tax return, file 1099s, or calculate quarterly estimated taxes. We report profit so your CPA can set estimates. If you are the CPA, see how the handoff works.
Do you keep accrual books, inventory, or job costs?
Out of scope: accrual basis, inventory, invoicing/AR tracking, job costing, payroll, tax filing/estimates/1099 filing, and trust/escrow.
Can you keep brokerage trust accounts?
Brokerage trust and escrow accounts are out of scope, as is agent payroll. On the team-lead tier, income and expenses can be split by agent.
How fast is realtor year-end cleanup?
Year-End Cleanup is done within 1 week (5 business days) of receiving all documents and account access. A 3-business-day rush is 25% more when the schedule allows. Quarterly Financials go out by the 20th day after the quarter ends. Monthly Financials go out by the 10th business day of the next month. Those dates are not the 1-week guarantee. If you start Quarterly or Monthly mid-year, the catch-up uses the 1-week guarantee.
What if I am behind by more than 12 months?
Year-end cleanup covers up to 12 months. Each additional backlog month is starting at $75. The call confirms the total flat fee.
Who does the realtor bookkeeping?
In 2026, Ryan Harwell delivers every Books Ready Now engagement. Read about the firm.
Get a Number
See a starting price, then book 15 minutes.
The call confirms which realtor package fits and the flat fee.