Keeping Your Books and Taxes in Check, So You Can Close the Next Deal.

Each month, we’ll categorize your transactions, reconcile your accounts, and send you key financial insights to help you make smart business decisions. This includes estimated taxes you should set aside and a profit & loss statement summarizing your performance for the previous month.
Once you’re onboarded, we’ll set up your bookkeeping and manage it. Our process is designed to reduce your workload and give you a clear financial picture, so you can focus on closing deals and growing your real estate business.

We can manage both your business and personal tax filings, ensuring compliance with current tax laws and regulations. To get started, please schedule a consultation with us and we can go from there.

 Lead investment analysis involves tracking your marketing expenditures across various channels to determine which strategies generate the most and highest-quality leads. By understanding where your most profitable leads come from, you can allocate resources more effectively, optimizing your marketing ROI.

Proper bookkeeping helps you track income and expenses, maintain cash flow, and ensure tax compliance. It provides a clear financial picture, enabling better decision-making and strategic planning for your real estate business.

Yes, keeping your business and personal finances separate is essential. Mixing the two creates headaches for bookkeeping and tax preparation, and it may even put you at risk of missing valuable deductions.
We recommend opening a dedicated business checking account and using a business credit card for all business expenses. Even if you’re just starting out, creating separate accounts will save you time, stress, and potential IRS issues.
Don’t use your personal debit card for business purchases or pay for business expenses out of pocket unless absolutely necessary. Even small mistakes can cause big problems down the road.

If what you’ve read so far sounds like a fit, the next step is to schedule a consult call with us. During this call, we’ll discuss your business, your bookkeeping needs, and the best way we can support you.

We believe in earning your business every month, not locking you into a contract. Our services are provided on a month-to-month basis, so you can cancel at any time. If you decide to leave, just let us know, and we’ll stop invoicing and help you transition to your new accountant

Just like in real estate, clients switch professionals from time to time—it’s completely normal. If you decide to switch to RealBooks Pro, we’ll ask you to introduce us to your current accountant. This allows us to manage the handoff efficiently, ensuring no details are missed.

Our services are available to real estate agents nationwide both in USA and Canada. We understand that laws can vary by state/province, and we tailor our services to ensure compliance with local regulations.

We prioritize your privacy by implementing strict data protection protocols and utilizing secure software platforms. Your financial information is accessible only to authorized personnel, ensuring confidentiality and security.