I understand your overall personality because I’ve worked closely with real estate agents for over 15 years. My training in DISC, AVA, and KPA – Career Visioning also gives me that extra edge to cater to your needs. I have witnessed the amazing impact leveraging the financial side of a business can have on performance and growth. Leveraging this piece of your business will also relieve stress during tax time.
I love supporting agents and watching them grow personally as their business grows. I have passion for a key piece of your business that is not in your top 20%; therefore, it’s often neglected. That piece is the financial piece. I want to be the person you trust to leverage this critical piece of your real estate business to.
I’m looking to build long-term relationships with growing, high-minded Real Estate agents that have a vision for growing their business. Whether you are a single agent, small team or large group, I would be grateful for the opportunity to discuss your business and how I can be of service to you. Request a free consultation now.
Quickbooks Services for Realtors
Are you ready to take your business to the next level? Is it time to narrow your focus?
We’re here to support you as you grow and leverage your time.
All Monthly Plans Include:
- Use of the MREA Chart of Accounts or your own customized chart of accounts
- Recording all income, cost of sales, and expenses
- Reconciling all bank & credit card accounts
- Monthly Profit and Loss (Income) Statement
- At year-end, your books are in order for your CPA for a no-stress tax season.
Complex Commission Splits made Easy
With my background as a Market Center Administrator, I understand how commission splits are calculated in the brokerage, the complexity of how team splits integrate with brokerage splits, and can ensure your financial statements reflect those splits showing how much you, your team members, and your brokerage get of your gross commission income.
Tax Season Simplified
Monthly reconciliation and quarterly financial reviews take the stress and uncertainty of tax time away.
We can work together to determine a user-friendly way to organize and store your receipts online.
Customized reporting on a quarterly basis will outline your financial performance, and together we will look at how your business compares to established models of success, such as MREA.
Quarterly reminders to pay estimated taxes help you stay current throughout the year, avoiding one painfully large check on the last possible due date. ☺
