Services

One home for every dollar your business touches.

A dedicated team tracks every transaction, reconciles your broker payouts, and turns the month into reports you can actually use. Real estate accounts, real people reviewing them.

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Every month you get

✓ Every account reconciled and categorized
✓ Commission income tracked by deal
✓ Broker payouts matched after splits and fees
✓ Profit & loss and balance sheet
✓ A plain-English summary of the month
✓ Books your CPA can file from at year end

What we do every month.

Monthly bookkeeping

Every transaction reconciled and categorized against a real estate chart of accounts, reviewed before the month closes.

Bank & card reconciliation · Expense categorization · Month-end close

Commission tracking

Income tracked by deal and broker payouts reconciled, so your reports match what actually hit the account after splits and fees.

By-deal income · Broker payout reconciliation · Split tracking

Financial reporting

A monthly P&L and balance sheet built for commission income, plus a plain-English summary of what changed and why.

P&L · Balance sheet · Executive summary

Tax set-aside

An estimated set-aside each month on plans that include it, so April is arithmetic rather than a shock.

Included on Pro and Teams

Year-end handoff

Books closed and documented for your CPA. We don't file returns or give tax advice — we make filing a short conversation.

Year-end reconciliation · Documentation · 1099 summaries

Cleanup & catch-up

Behind by months or years? We bring past periods to a clean starting point before the monthly service begins.

From $149 per month of backlog ›

Our biggest difference

Reports built around commissions, not retail.

A generic monthly P&L tells a real estate agent almost nothing. Ours separates gross commission from what survives the split, tracks the expenses that follow a deal, and reads correctly across a year with three closings in one month and none the next.

See what each plan includes ›

Commission & income summarymonthly

Profit & loss, agent-shapedmonthly

Balance sheetPro and Teams

Expense breakdown by activitymonthly

Agent-level performanceTeams

Year-end CPA packageannual

Set up around how you earn.

Same team, same monthly rhythm — different accounts and reports depending on what you run.

Agents

Commissions, closings, deposits, reimbursements, and the deductions solo producers most often miss.

Teams

Agent payouts, team-level splits, office expenses, cash controls, and per-agent performance in one monthly view.

Investors

Rent income, repairs, CapEx, and reporting at the property level rather than one blended portfolio number.

Getting started takes one call.

01

Share a few details

A 5–10 minute intake form: your business, your tools, and the current state of the books.

02

Set up and clean up

One 20–30 minute call. We connect accounts, review what's there, and bring it to an accurate starting point.

03

Go live

Your team takes over the monthly tracking, reporting, and questions. No standing meetings.

Before you ask.

What accounting software do you use?+

QuickBooks or Xero, depending on your setup. If you already have an account, we connect to it. If not, we configure one during onboarding for real estate bookkeeping.

What isn't included?+

We don't file tax returns or give tax advice. Your CPA handles filings. We make sure the books and the real estate reports behind them are clean and ready.

Can I cancel anytime?+

Yes. No contracts, no exit calls. We finish the current month and stop.

Read all FAQs ›