Accounting for Real Estate Brokers and Agents


US Based

Experts Available

Dedicated Team
Financial help customized for small businesses.
FinancePal is your one-stop-shop for all your tax and accounting needs
By entering your phone number and clicking the “Get Started” button, you provide your electronic signature and consent for FinancePal to contact you with information and offers at the phone number provided using an automated system, pre-recorded messages, and/or text messages. Consent is not required as a condition of purchase. Message and data rates may apply.
FinancePal’s experienced real estate agent and broker accountants can automate, streamline, and simplify accounting and bookkeeping for your small business at an affordable cost. Our services come completely customized to your business.
With FinancePal real estate accounting and bookkeeping services for realtors, you can benefit from:
- Insight into the financial management requirements for the real estate industry
- Tax preparation assistance, including expert help maximizing your tax deductions as well as help calculating your estimate taxes
- Automated accounting updates that provide you with a clear, real-time view of your financial standing
- Accurate accounting that you can use to forecast and plan how much you need to push for sales to stay on track with your financial goals
- Careful tracking of your business income and expenses—including commissions—for your business as a whole and for individual properties
- Easy-to-generate generate custom invoices to send to clients to collect commissions
- Automated reconciliation that helps you catch any incorrectly uploaded data
- Accurately generated financial statements, including profit and loss statements
- Insights into how to scale your real estate business and utilize your resources more effectively
- A dedicated team who knows your finances inside and out and can help you navigate real estate financial management
Whether you have multiple teams of agents to manage or just your own sales to worry about, FinancePal streamlines the financial management of your real estate business.
Let us help you take your business to the next level…
Our Service Packages

$180 for
Individuals
As a self-employed real estate agent or broker, you can get the help you need with accounting, bookkeeping, and taxes for $180, gaining access to FinancePal’s user-friendly accounting software and financial experts. FinancePal will track your sales and expenses, help you with your taxes, and manage all financial aspects of your business, so you have more time to focus on closing sales.

$220 for LLCs
and Corporations
If you operate as an LLC or corporation, you can use FinancePal to manage the complex financial obligations of running a business, including tracking sales, commissions, and tax obligations for multiple agents—freeing up more of your time to grow your real estate business. For $220, you will streamline your financial processes with automated bookkeeping and accounting and gain access to professionals who can help you with tax preparation and financial management.
Hands Off Bookkeeping & Accounting
Real estate finances can be very unpredictable compared to other industries, with inconsistent revenue streams and slow and busy seasons to plan for. Instead of being bogged down with handling complex accounting and financial tasks, FinancePal’s all-in-one software will take care of these responsibilities for you and provide you with insights you need to run your real estate business more efficiently. That way, you can spend more time on business-growth activities, like helping your clients find and close on properties, putting more money in your pocket. Between our intuitive software and the dedicated team of experts assigned to your account, worrying about your small business’s accounting will be a thing of the past.

Tax Preparation
One of the biggest challenges of accounting for real estate brokers and agents is filing and paying taxes. Being a real estate professional means you have a business and as the CEO of your business, you are accountable for all aspects of your company’s financial management and tax obligations. For example, if you’re self-employed, you’ll more than likely need to pay quarterly taxes. We can provide professional tax preparation assistance to help you make sure you file correctly and pay on time, keeping your business in good standing with the IRS.
Not only that, but we can help you maximize your deduction by taking advantage of write-offs that apply to real estate agents and brokers like commissions paid out to other agents, brokerage desk fees or your home office, advertising expenses, license and membership fees, and more, effectively lowering your tax obligations.
Avoid stress at tax time, make better decisions for your business and protect your license.
With FinancePal in your corner, your dedicated tax and accounting team will help ensure that you have all the tools to effectively manage your business income and cash flow, maximize your tax-deductible expenses and plan for your future and other investments.
For a flat monthly rate, you can stay organized, be prepared and lower your tax burden.
Related: Restaurant and Bar Accounting

Financial Statement Preparation
Well-crafted financial statements can provide a clear roadmap for your business’s future financial success. FinancePal’s streamlined financial statement preparation process produces insightful, accurate financial statements for each accounting period. This includes profit and loss statements that detail income from property sales, cost of properties sold, and operating profit.
With transactions as large as they are in the real estate industry, the slightest miscue can trigger an IRS audit—although they can happen for no reason at all, too. FinancePal’s expertly crafted financial statements provide real estate brokers and agents with an effective defense against these audits.

Let Us Help You
Finance Pal is a business services company that specializes in general accounting services for underserved markets of small business. We have concentrated our effort and focus to supply the high demand of accounting and tax services and/or advisement that is desperately needed by real estate professionals around the country. With FinancePal, you’ll benefit from access to financial experts who understand the needs of real estate agents and brokers, providing the guidance and tools you need for sound financial management.
At FinancePal, we provide our year around solutions by bundling our services into a monthly package and affordable rate. We can tailor our service offerings with a customized package to meet your needs as a self-employed realtor, so you can consistently manage your financials and remain in compliance with your tax obligations throughout the year.
The real estate business can be tough, but with great risk comes great rewards. And while your business reaps those rewards, you can rest easy knowing that the experts at FinancePal are working to ensure that your books are properly taken care of and that your business is primed for success.

Who We Work With
We partner with tech-driven industry leaders to bring advanced financial services to businesses like yours. By aligning with these innovators, we’re able to integrate with other business tools and enhance our service offerings. Some of our prestigious partnerships include:

Quickbooks

Bill.com

Gusto

Quickbooks

Hubdoc

QuickBooks Time

ADP
Our Services

Accounting & Bookkeeping

Sales Tax Consulting Services

Payroll Services

Entity Formation

Catch-up Bookkeeping
Don't just take our word for it.
Discussed options for my business with Brian and he was very helpful in suggesting how best to handle it.
So far my experience has been FANTASTIC with these guys. It’s such a relief to have an all in one team servicing yours books, payroll and tax returns for One really great price. Somtiese I fell like a have a boos to answer to when the team is calling to make adjustments..u will never forget… to pay your quarterly taxes with these guys. Hahaah! I currently use them for two businesses and I am completely satisfied with the level of professional device I receive. If you need help with managing your books and payroll give these guys a shout. Read more “Moe Guiragossian”
I have just started my company and needed a company or someone to help and advice me on how to register my company and obtain documents in order to get it going. I contacted Mr. Jason ** of Finance Pal who did it all of which I am very thankful. Furthermore I am going to… get the company and Mr. ** to do my annual tax etc. I will certainly recommend anyone to contact your company. Read more “Roamharan Cedric of Valencia, PA”
Jason is an excellent account rep. He always answers promptly and explains everything. His attention to detail is greatly appreciated and his knowledge base is impressive. I came to Jason as a new business owner who knew absolutely nothing and Jason always took the time to help with even the smallest thing. I would highly… recommend!! Read more “Susan of Wellington, OH”
I own Paradigm Pest Management Inc. I came to Community Tax over a year ago. I had the IRS and the Florida Dept. of Revenue to deal with. Anyone can go into business for themselves. You may know your craft, skill or trade. This doesn’t mean you know how to run a business. It doesn’t… mean you have the discipline to run one. I was flying by the seat of my pants with no checks or balances. Jason ** was assigned as my accountant. He is professional and polite, a trait that seems to be waning in business these days. More importantly Jason is patient and he listens. I’ll admit I am not very good at the business aspect of what I do. I am very good at killing stuff, not so much at the financial aspect of my business. Read more “Dennis (Jim) of Sanford, FL”
I have been working with Jason ** of Finance Pal for about 5 months now, and it has been an absolute pleasure. At first, I was concerned about choosing the right finance specialist to help my company (and myself, personally) with our taxes. We’re so lucky we found Jason. He is extremely knowledgeable, patient, and… clearly explains everything we need to do. I couldn’t be happier with the help and guidance he provides us. Read more “Judd of Chicago, IL”
Jason is a very knowledgeable, detail-oriented and very professional accountant who is a tremendous asset to any organization that engages his services. He always wants to do the right thing, does not hesitate to give candid advice, and is willing to help. Work with Jason if you want a hyper-dependable accountant and want your books… to be well maintained. Read more “Arvind of Chicago, IL”
Jason ** has helped me understand how to get my finances in order, and more importantly under control. He is by far one of the best book keepers & CPA’s in the business. Jason has unique ability to educate his clients and transmit that knowledge, so it is easily understood and put into action. Jason… ** is a professional that any and every person and a business whether big or small can benefit from. Read more “Scottie of Houston, TX”
Finance Pal is very affordable for what they do and I get a lot for my money. They are large so they have a lot of resources to get things done in a timely way. My experience with them has been great and I like their staff. Finance Pal does all our accounting and bookkeeping… services from managing our Xero accounting software account to reconciling bank statements to doing our tax returns. Read more “Brett of Duluth, MN”
Financial help customized for small businesses.
Financepal is your one-stop-shop for all your tax and accounting needs
By entering your phone number and clicking the “Contact Us Today” button, you provide your electronic signature and consent for FinancePal to contact you with information and offers at the phone number provided using an automated system, pre-recorded messages, and/or text messages. Consent is not required as a condition of purchase. Message and data rates may apply.

Real estate professionals know that the real estate industry is dynamic and complex. That is why FinancePal is a trusted provider of accounting and bookkeeping services for real estate agents. For a free consultation and custom quote, click here.