Bookkeeping for Real Estate Agents
Clean, organized, CPA-ready books for busy agents, Realtors, and small real estate teams who want to spend more time selling and less time managing QuickBooks.
Who We Help
We help busy real estate professionals keep their books clean, organized, and tax-ready, so they can focus on clients, contracts, and closings.
Busy Solo Agents
Stay organized without spending your nights or weekends categorizing transactions, reconciling accounts, or trying to clean up QuickBooks.
Top-Producing Agents
Track commissions, marketing costs, dues, software, mileage, referrals, and business expenses with clearer numbers and less back-and-forth.
Small Real Estate Teams
Keep income, expenses, cards, accounts, payroll, contractor payments, and team-related costs organized as your production and complexity grow.
Know Your Numbers: A Practical Guide for Real Estate Investors, Agents, and Brokers
Best suited for:
Real estate investors, agents, brokers, and real estate professionals who want cleaner financial visibility and better decision-making.
What you’ll learn:
- Why knowing your numbers matters beyond tax time
- Common signs your books may need attention
- What stronger financial organization actually looks like
- Simple habits that lead to better financial clarity
What Success Looks Like For You
• Know your real business profit without digging through statements
• Keep QuickBooks clean every month, not just at tax time
• Spend more time on clients, listings, buyers, and closings
• Track marketing, lead generation, dues, software, and business expenses
• Feel confident sending clean reports to your CPA
• Make better decisions based on real numbers
What’s Holding You Back
• Transactions are scattered across cards, accounts, apps, and payment platforms
• Commissions, referral fees, reimbursements, and business expenses get messy
• Mileage, meals, signs, staging, software, and marketing costs are easy to miss
• QuickBooks gets pushed aside because client work comes first
• Tax time becomes stressful because the books were not kept up monthly
• You are busy selling, not trying to become your own bookkeeper
Real Estate Experience + Bookkeeping Support
We’re Greg and Mandy, the husband-and-wife team behind Your Clean Books. We help real estate professionals keep their QuickBooks Online books clean, organized, and CPA-ready, so they can make confident decisions without the stress of managing the books themselves.
Greg has 7 years of experience as a licensed real estate professional and understands how busy the business can get.
Between showings, listing appointments, contracts, client calls, inspections, closings, marketing, networking, and follow-up, bookkeeping is usually the task that gets pushed to the side.
This is where we help.
We keep your books organized month after month, so you can focus on serving clients, growing your business, and making more sales.
Books you can trust. Reports you’ll understand. Support from people who understand the real estate business.
What We Help Organize In Your Books
• Commission income and deposits
• Brokerage fees and transaction fees
• Referral fees paid or received
• Marketing and advertising expenses
• Signs, lockboxes, photography, staging, and listing expenses
• MLS dues, board dues, licensing, and continuing education
• CRM, software, subscriptions, and lead platforms
• Mileage, meals, travel, and client-related expenses
• Credit cards, bank accounts, and business loans
• Owner draws and reimbursements
• Payroll or contractor payments, when applicable
• Monthly Profit & Loss and Balance Sheet reports
Monthly Bookkeeping
Pricing is based on the actual activity in your QuickBooks file, including transaction volume, number of bank and credit card accounts, loans, transfers, payroll, and overall complexity.
Have multiple accounts, cards, payment platforms, or business entities? We’ll review your structure and prepare the right proposal for your real estate business.
Best for busy real estate agents and small teams who want clean, CPA-ready books, less administrative stress, and better visibility into their numbers.
Includes:
• Monthly transaction categorization
• Bank and credit card reconciliations
• Commission income tracking
• Marketing, software, dues, and business expense organization
• Monthly Profit & Loss and Balance Sheet reports
• CPA-ready books for tax time
• Bookkeeping-related email support
Final monthly pricing depends on transaction volume, number of bank and credit card accounts, loans, payroll, reimbursements, transfers, and overall complexity.
Cleanup and catch-up work are quoted separately.
Note: We do not prepare tax returns. We keep your books organized and CPA-ready.