Solo Agent
Starting at$750
1–2 accounts. Up to 75 transactions a month. Up to 12 months of cash-basis books.
Realtor Bookkeeping
Year-end cleanup for realtors, tax-ready by Feb 15.
Up to 12 months of cash-basis real estate bookkeeping. Commission income, splits, and agent expenses categorized, then handed to your CPA. Done within 1 week (5 business days) of receiving all documents and account access.
Year-End Cleanup
Starting prices for the year your CPA will file.
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$1,050
3–4 accounts. Up to 150 transactions a month. Same 12-month cleanup and CPA handoff.
Team Lead / Broker
Starting at$1,600
5–6 accounts. Up to 250 transactions a month. Income and expenses can be split by agent.
Your flat fee depends on accounts, transactions, and how messy the books are. We confirm it on a free 15-minute call. Each backlog month beyond 12 is starting at $75. A 3-business-day rush is 25% more when the schedule allows. The free estimate uses these same tiers for real estate and other cash-basis businesses.
What's Included
The year, categorized for a real estate agent.
In the cleanup
Each closing recorded gross from the commission disbursement statement
Brokerage split, franchise and transaction fees, and referral fees as expenses
MLS and board dues, E&O, desk fees, marketing, vehicle and mileage, client gifts
Bank and card reconciliation, P&L, balance sheet, and CPA handoff package
Out of scope
Accrual basis
Inventory
Invoicing/AR tracking
Job costing
Payroll
Tax filing/estimates/1099 filing
Trust/escrow
Work is done on Kick, with a person reviewing the books before delivery. You do not switch software. Your CPA files the return from the handoff package.
Questions
Before the year goes to your CPA.
How much is year-end cleanup for a realtor?
Solo agent starts at $750, producer starts at $1,050, team lead or broker starts at $1,600. The starting price covers up to 12 months. Your flat fee depends on accounts, transactions, and how messy the books are. We confirm it on a free 15-minute call.
When are the books ready for my CPA?
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. Book with complete documents in time if you want the handoff by February 15.
What do I receive?
A cash-basis P&L, balance sheet, and CPA handoff package. Closings are recorded gross. Splits, brokerage fees, MLS dues, marketing, mileage, and desk fees are categorized. We do not file the tax return.
What if the year is longer than 12 months?
Each backlog month beyond 12 is starting at $75. The call confirms the total.
Other realtor packages
Need the books more than once a year?
Quarterly financials starting at $250 per quarter, or monthly financials starting at $175 a month. All three sit on the realtor bookkeeping page.
Feb 15 Handoff
Put a year of realtor books in your CPA’s hands.
The call confirms the tier and the flat fee. No hourly billing.