How we work with realtors

Your time is best spent taking care of clients - not reconciling bank accounts! We take the hassle out of tax time and make sure you are protecting your precious free time!


What we do monthly

  • Classify transactions

  • Reconcile bank, credit card, and loan accounts

  • Track income and expenses from commission statements

  • Prepare profit & loss, balance sheet, and statement of cash flows

  • Prepare for 1099s by requesting vendor W9s

  • Unlimited email support

  • Receipt management

  • Payroll support

  • Personal bookkeeping

  • Estimated tax payment calculations

Prices start at $325/month

What we do throughout the year

  • Communicate with your tax preparer and financial advisor

  • File and distribute 1099s to eligible vendors

  • Quarterly review Zoom meetings

Common add-ons