On extension? Individual returns are due October 15. Book a call today

Catch-up bookkeeping for real estate agents

Behind on your books? Get them CPA-ready.

We bring the months you're behind on to clean, reconciled, real estate–categorized books, so your CPA files on real numbers instead of estimates.

On the call you'll get a price range. Your firm quote and a written timeline follow within one business day of us seeing your records.

What catch-up covers.

Every month you're behind, brought to the same standard as our monthly clients.

Every account reconciled

Bank and credit card statements matched month by month, so the totals are ones your CPA can rely on.

Commissions matched to deals

Deposits tied back to closings, with broker splits, caps and fees separated from what you actually kept.

Expenses sorted the real estate way

MLS dues, desk fees, marketing, education and vehicle costs categorized against a real estate chart of accounts.

A clean handoff to your CPA

Profit and loss, balance sheet and 1099 summaries for the period, documented and ready to file from.

How it works.

01

Book a 20-minute call

We look at how far behind you are and which accounts are involved, then give you a price range.

02

Share access

Bank and card feeds, QuickBooks or Xero if you have them, and your commission statements. We handle the setup. Within one business day you get a firm quote and a written timeline.

03

We close the backlog

Month by month, reviewed before handoff. When you're current, you can stay on monthly bookkeeping so it doesn't happen again.

Pricing

$149 per month of backlog.

With a monthly plan, or $199 per month on its own. Flat, with a firm quote in writing before any work starts. No hourly billing. If we don't deliver the catch-up we quote, you get the catch-up fee back.

Then keep it clean with monthly bookkeeping:

Core $149/month · Pro $249/month · Teams $399/month

Compare plans ›

Before you book.

Can you finish before October 15?+

It depends on how many months you're behind and how organized your records are. Once we've seen your statements, we'll confirm the timeline in writing within one business day. If it isn't realistic, we'll say so, and your CPA can decide how to proceed.

Do you file my return or give tax advice?+

No. We don't file returns or give tax advice. Your CPA does. We make sure they have clean, documented numbers to work from.

What software do you use?+

QuickBooks or Xero. If you already have one, we work inside it. If not, we'll set it up correctly for real estate during onboarding.

What do I need to send you?+

Access to your bank and credit card accounts or statements, your commission statements from your brokerage, and any receipts you've kept. We'll send a short checklist after the call.

Who's behind AgentBooks?+

The team behind Support Speedy and Expert VA, which have provided real estate back-office support and remote teams since 2020.

Find out where you stand in 20 minutes.

No obligation. You'll leave the call knowing how far behind you are and what it takes to catch up.

Book a call

Bookkeeping Built For Real Estate Agents

No accounting software to manage. No hourly billing. No surprises.

Choose the plan that fits how you operate today — and upgrade as you grow.

CORE

$149 / month
Clean, compliant books for solo agents.

Stay organized, tax-ready, and headache-free — without added complexity.
What’s included
  • Monthly bookkeeping
  • Bank & credit card reconciliation
  • Real estate-specific expense categorization
  • Monthly Profit & Loss (P&L)
  • Year-to-Date P&L
  • Secure client portal
  • Mobile app for receipt scanning & document upload
  • CPA-ready books at year end
Plan limits
  • • Up to 3 deals per month
  • • 1 bank account + 1 credit card
  • • 1 agent
  • • Email support
Best for solo agents who want their books done right without overthinking it.
Choose Core Plan
Recommended

PRO

$249 / month
Most Popular
Clarity, confidence, and no tax surprises.

Turn your bookkeeping into real insight — not just reports.
What’s included
  • Everything in Core, plus
  • Commission tracking by deal
  • Broker payout reconciliation
  • Balance Sheet
  • Estimated tax set-aside
  • Monthly Executive Summary (plain-English insights)
  • Monthly review notes
  • Priority support
  • Quarterly performance summary
Plan limits
  • • Up to 10 deals per month
  • • Up to 3 bank or credit card accounts
  • • Solo agent or small team
If you want to know what you actually make — this is the plan most agents choose.
Choose Pro Plan
50% OFF YOUR FIRST MONTH

TEAMS

$399 / month
For real estate teams and high-producing agents.

Get visibility, accountability, and clean books across multiple agents.
What’s included
  • Everything in Pro, plus
  • Up to 5 agents
  • Team-level commission splits
  • Agent-level performance reporting
  • Team expense allocation
  • Monthly owner / team leader summary
  • Priority onboarding & support
Plan limits
  • • Up to 25 deals per month
  • • Up to 6 bank or credit card accounts
Run your real estate business like a business — not a side hustle.
Choose Teams Plan
50% OFF YOUR FIRST MONTH

Add-ons

Cleanup / catch-up bookkeeping

$149 / month of backlog

Request Add-On

Additional bank or credit card accounts

$25 / month

Request Add-On

Additional agents or entities

Custom pricing

Request Add-On

Not sure which plan is right for you?

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