Bookkeeping for Realtors

A specialized bookkeeping service designed for medical professionals.

Realtors operate in a fast‑paced, commission‑driven environment where income is irregular, expenses vary by listing, and tax deductions depend on accurate documentation.

My bookkeeping service is built specifically for real estate professionals who need clean, organized, tax‑ready financials without the overwhelm.

Accounting Realities for Realtors.

  • Realtors are indcontractors (1099)ependent

    Most agents are:

    • Paid via commissions

    • Treated as self‑employed

    • Responsible for their own taxes, retirement, and expenses

    This means:

    • Schedule C

    • Quarterly estimated taxes

    • Mileage and home office deductions

    • Tracking cost basis for assets (laptop, phone, etc.)

  • Commission income by property

    Tracking pending vs. closed deals

    Recording referral fees

    Tracking earnest money deposits (if they handle them)

    Separating personal vs. business funds

  • 1. Marketing & Advertising

    • Listing photography

    • Staging

    • Signs

    • Flyers

    • Business cards

    • Website

    • CRM subscriptions

    • Social media ads

    2. Vehicle & Mileage

    This is usually their largest deduction.

    • Mileage logs

    • Car washes

    • Maintenance

    3. Office & Technology

    • Laptop

    • Phone

    • Printer

    • Home office

    • Internet

    • MLS fees

    • Lockbox fees

    • E‑signature tools

    4 Brokerage Fees

    • Desk fees

    • Transaction fees

    • Commission splits

    • Franchise fees

    5. Client‑Related Expenses

    • Gifts

    • Meals

    • Closing baskets

    • Open house supplies

Key Expense Categories

    • Listing photography

    • Staging

    • Signs

    • Flyers

    • Business cards

    • Website

    • CRM subscriptions

    • Social media ads

  • This is usually the largest deduction.

    • Mileage logs

    • Car washes

    • Maintenance

    • Laptop

    • Phone

    • Printer

    • Home office

    • Internet

    • MLS fees

    • Lockbox fees

    • E‑signature tools

    • Desk fees

    • Transaction fees

    • Commission splits

    • Franchise fees

    • Gifts

    • Meals

    • Closing baskets

    • Open house supplies

Premiere Bookkeeping Provides

Monthly bookkeeping built for realtors

  1. Categorize income/expenses

  2. Reconcile accounts

  3. Track commissions by property

  4. Track mileage and home office

  5. Maintain clean audit‑ready books

Systems setup

QuickBooks Online setup

Chart of accounts tailored to real estate

Receipt capture workflow

Mileage tracking workflow

Tax‑readiness

  • Quarterly estimated tax calculations

  • Year‑end Schedule C support

  • 1099 contractor tracking

Business management

  • Budgeting

  • Cash‑flow planning

  • Marketing spend analysis

  • Profitability by lead source

Back to Bookkeeping page

Pricing Rationale

Pricing reflects the high transaction volume, the complexity of commission workflows, and the need for ongoing tax‑readiness

Bookkeeping Pricing

Starter $450-$550/month | New Agents Starter $450-$550/month | New Agents
Starter $450-$550/month | New Agents
$0.00

For solo attorneys or very small practices with low monthly activity.

Best for:

  • One‑attorney practices

  • Light trust‑account activity

  • Minimal staff or contractors

  • Simple monthly expenses

Includes:

  • Occasional retainers or settlement

  • Up to 25 transactions/month

  • Monthly categorization & reconciliation

  • Commission tracking (up to 3 closings/month)

  • Receipt capture workflow

  • Quarterly tax reminders

  • Year‑end Schedule C summary

Professional — $650–$850/month |Active Agents Professional — $650–$850/month |Active Agents
Professional — $650–$850/month |Active Agents
$0.00

For small firms or solo attorneys with consistent client activity and more complex workflows.

Best for:

  • Firms with 2–3 attorneys

  • Regular trust‑account transactions

  • Ongoing retainers and settlements

  • Payroll or contractor payments

  • Case‑level expense tracking

Includes:

  • Up to 75 transactions/month

  • Full monthly reconciliation

  • Commission tracking for all closings

  • Brokerage fee tracking

  • Mileage & home office documentation

  • Quarterly tax estimate support

  • Year‑end tax package

  • Monthly check‑in (15 minutes)

Add Ons Add Ons
Add Ons
$0.00

  • Cleanup/Catch‑Up Work: $300–$650

  • Accounting system setup + Workflows: $250-$500

  • Receipt/Mileage App Setup: $75

  • 1099 Contractor Prep: $15 per contractor

Top Producer — $1,000–$1,400/month Top Producer — $1,000–$1,400/month
Top Producer — $1,000–$1,400/month
$0.00

For high‑volume agents, agents with teams, established firms with multiple attorneys, higher case volume, and advanced reporting needs.

Best for:

  • Multi‑attorney practices

  • High‑volume trust accounting

  • Multiple revenue streams (billable hours, flat fees, retainers)

  • Partner distributions

  • Monthly financial review needs

includes:

  • 75+ transactions/month

  • Full bookkeeping + monthly financial review

  • Marketing spend analysis

  • Lead source profitability tracking

  • Quarterly planning call

  • Priority support

  • Year‑end tax package with summaries

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Bookkeeping for Doctors