Solo Agent
Starting at$250/qtr
1–2 accounts. Up to 75 transactions a month. One quarter of cash-basis books.
Realtor Bookkeeping
Quarterly financials for real estate agents.
Cash-basis real estate bookkeeping every quarter. Commission income, splits, and agent expenses categorized, with profit your CPA can use when they set estimated taxes. Delivered by the 20th day after the quarter ends.
Quarterly Financials
A starting price, four times a year.
Solo agent is 1–2 bank and credit card accounts and up to 75 transactions a month. Producer is 3–4 accounts and up to 150. Team lead or broker is 5–6 accounts and up to 250.
Producer
Starting at$325/qtr
3–4 accounts. Up to 150 transactions a month. Same quarterly close and CPA handoff.
Team Lead / Broker
Starting at$450/qtr
5–6 accounts. Up to 250 transactions a month. Income and expenses can be split by agent.
Quarterly Financials are delivered by the 20th day after quarter end. That date is not the 1-week guarantee. If you start mid-year, the catch-up is done within 1 week (5 business days) of receiving all documents and account access. 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.
What's Included
A quarter your CPA can actually use.
Each quarter
Closings recorded gross, with splits and brokerage fees as expenses
MLS dues, marketing, mileage, desk fees, E&O, and client gifts categorized
P&L, balance sheet, and year-to-date profit for your CPA
Delivery by the 20th day after the quarter ends
Still out of scope
Accrual basis
Inventory
Invoicing/AR tracking
Job costing
Payroll
Tax filing/estimates/1099 filing
Trust/escrow
Behind on the year already? Start with year-end cleanup, then move to a quarter. Cleanup starts at $750.
Questions
Quarterly books, without a tax return.
How much are quarterly financials for a realtor?
Solo agent starts at $250 per quarter, producer starts at $325 per quarter, team lead or broker starts at $450 per quarter. Your flat fee depends on accounts, transactions, and how messy the books are. We confirm it on a free 15-minute call.
When do quarterly books arrive?
By the 20th day after the quarter ends. That date is not the 1-week guarantee. If you start mid-year, the catch-up is done within 1 week (5 business days) of receiving all documents and account access.
Will you calculate my quarterly estimated tax?
We report profit for the quarter and year to date. Your CPA sets the estimate. We do not calculate or file estimated taxes, and we do not file the return or 1099s.
What does a quarter include?
Cash-basis categorization of commission income, splits, brokerage fees, MLS dues, marketing, mileage, and desk fees, plus a P&L, balance sheet, and CPA handoff. Team leads can have income and expenses split by agent.
Other realtor packages
Cleanup the year, or close every month.
Year-end cleanup starting at $750, or monthly financials starting at $175 a month. See all three on the realtor bookkeeping page.
Next Quarter
Have profit ready before your CPA asks.
The call confirms the tier and the quarterly flat fee.