OUR SERVICES

Ready to outsource? We’ve got you covered with customized service packages designed for REALTORS® who are ready to streamline their Financial Management and focus on growth.

Which One is Right for You?

Clean Up &
Catch Up Project

Starting per month at

$200

For the REALTOR® who fell behind and ready to get their books up to date. Let’s get you back on track so you can have confidence in your numbers!

Pricing varies by project; typically includes:

  • Discovery Call/Meeting
  • Diagnostic Review 
  • Recording income and expenses
  • Bank and credit card reconciliations
  • Financial statements
  • Limited access for questions and support
  • Coordination with your CPA
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Essential Bookkeeping

Starting per month at

$300

Our Signature Monthly Services. For the REALTOR® who’s ready to have ongoing peace of mind and consistent confidence in their financials!

Monthly recurring services; typically includes:

  • Recording income and expenses
  • Monthly bank and credit card reconciliations
  • Monthly financial statements
  • Access to support through secure client portal
  • Vendor management and 1099 filing
  • Coordination with your CPA
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Empowered Bookkeeping

Starting per month at

$800

For the REALTOR® who’s ready for more value. The Empowered Package is designed to unlock your potential and help your business grow and scale!

Everything in essential bookkeeping, plus:

  • Quarterly Strategic CFO budget planning and target setting
  • Monthly CFO Performance Check-Ins
  • Customized debt paydown and cashflow management plan
  • Advanced financial reporting and analysis beyond basic metrics
  • Guidance for informed decisions
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