Frequently Asked Questions

After signup, you’ll complete a short intake form and book a one-time onboarding call (typically 20–30 minutes). We use this to connect your accounts, confirm how your commissions and expenses flow, and set up your real estate–specific bookkeeping reports correctly from day one. After onboarding, your bookkeeping runs asynchronously each month — no ongoing calls unless you want one.

No. There is one onboarding call only to set things up properly. After that, everything runs without meetings. If you ever want a call, you can request one — but it’s not required.

AgentBooks is built specifically for solo real estate agents and small real estate teams who earn commission-based income and want accurate, hands-off bookkeeping. If you want:

• Clean books every month
• Clear visibility into what you actually earn
• Reports that make sense for how real estate works

…this is built for you.

We handle the core bookkeeping work real estate agents need, with reports tailored to the way commissions work:

• Monthly bookkeeping
• Commission income tracking
• Expense categorization
• Bank & credit card reconciliation
• Real estate–specific financial reports
• Clean, CPA-ready books

Everything is structured so you can see performance clearly and your CPA can file without cleanup.

This is where AgentBooks is different from generic bookkeeping services. We provide real estate–specific reports, including:

• Commission & income summary reports
• Monthly profit & loss reports tailored to agents
• Expense breakdowns relevant to real estate activities
• Year-end CPA-ready reports designed for agent tax filing

These reports are built around commission income, not retail or generic small-business models — so the numbers actually make sense for real estate agents.

Most bookkeeping services treat real estate agents like any other small business. We don’t. AgentBooks is built specifically for:

• Commission-based income
• Irregular payment timing
• Agent-specific expense categories
• Clean reporting for CPAs who work with agents

You get clarity, not just categorized transactions.

Yes. Because real estate agents are typically independent contractors earning commission-based income, proper bookkeeping is essential for:

• Tracking true income vs. expenses
• Understanding real profitability
• Preparing accurate, CPA-ready records for tax filing

Without proper bookkeeping, many agents overpay tax or don’t know their real numbers until it’s too late.

We work with industry-standard accounting software such as QuickBooks or Xero, depending on your setup. If you already have an account, we connect to it. If not, we’ll guide you during onboarding and make sure it’s configured correctly for real estate bookkeeping.

We don’t file tax returns or provide tax advice. Your CPA handles filings. We make sure your books — and your real estate–specific reports — are clean, accurate, and ready for them.

The onboarding call typically takes 20–30 minutes, plus a short intake form that takes about 5–10 minutes. Once that’s done, we handle the setup and ongoing bookkeeping.

Yes. There are no contracts and no exit calls. If you cancel, we finish the current month and stop. Simple.

Yes. We use secure, industry-standard tools and follow best practices for handling financial and banking data.

Absolutely. Most clients don’t need ongoing calls, but help is always available if you want it.