You’re focused on marketing yourself. We’re focused on your books.
When you’re a real estate agent or broker, every minute of your time is precious. After all, you’re essentially operating your own small business, tasked with the responsibilities that every entrepreneur faces. So when it comes to the finances, let us help by giving you the strategic real estate advice you need.
Whether you’re in the process of selling your first house or building your own brokerage, we’ll focus on bringing our financial expertise and your real estate needs together. Not only will it save you money, but it will free up your time so you can focus on what you love: helping people find their way home.
Here’s how
we can help.
A Personal Bookkeeper + CFO
Ready to close the deal on financials that always keep up with you? Our dedicated bookkeepers and CFOs are just the experts you need to keep moving forward.
Clean, Simple Reporting
Time is money in real estate: We know that houses don’t sell themselves. That’s why our streamlined accounting process zeroes in on what matters most for your real estate growth and cancels out any inefficiencies.
Tax Planning
As a real estate agent or broker, you’re most likely a sole proprietor. With careful record keeping, your self-employed status can be a big plus once tax season rolls around. Let our real estate finance experts guide you through what you can and can’t write off so that you can maximize your profit — and always stay compliant.
Expert Real Estate Advice
Whether you’re a developer, property manager, agent, or broker, we’ve got access to experts invested in accounting for real estate professionals so that your books are always keeping up. From managing your ever-changing portfolio of properties to assisting with the management of construction draws, we’re ready to be your real estate partner as your business grows.
