Monthly Bookkeeping for Real Estate Agents & Teams
Clean, up-to-date books every month, done in QuickBooks Online by a Certified ProAdvisor. Built around how real estate agents actually make and spend money.
What's included
- Bank and credit card reconciliation
- Transaction categorization in QuickBooks Online
- Monthly Profit and Loss statement
- Balance sheet review
- Accounts payable and receivable tracking
- A short monthly check-in by email or phone
ProAdvisor Gold
QuickBooks Online certified
7 years
Small business owner experience
Free 45 min
Consultation, no strings
All 50 states
Fully virtual bookkeeping
Real Estate Agents & Teams
Monthly Bookkeeping that fits the way real estate agents work
Monthly bookkeeping keeps your books accurate all year, not just at tax time. Each month we categorize every transaction, reconcile your bank and credit card accounts, and send you a clear Profit and Loss statement. You always know where your business stands.
Real estate agents and teams earn big checks at uneven times. Marketing, mileage, and broker splits come out along the way. Good bookkeeping smooths out the ups and downs and keeps you ready for quarterly taxes.
Most real estate agents get paid through commission checks at closing, often after broker splits and fees. Your biggest costs usually come from marketing, mileage, MLS and board dues, and team splits. We set up your chart of accounts around those real numbers, so every dollar lands in the right place and your monthly report actually tells you something useful.
On Track Solutions is fully virtual, so it does not matter if you run your business from Dallas, Denver, or anywhere in between. You get one dedicated bookkeeper, Kiana, who learns your business and keeps it on track month after month. Want the full picture? See our main monthly bookkeeping page or everything we do for real estate agents.
Common speed bumps
Where real estate agents get off track
Big commission checks come in and quarterly taxes get missed.
Mileage and marketing receipts are lost by year end.
Personal and business spending happen on the same card.
The numbers we track for real estate agents
- Commission income by month
- Marketing cost per closing
- Quarterly tax reserve
- Net income after splits
Pricing
Clear pricing, no surprises
Monthly plans are priced by the number of bank and credit card accounts and your transaction volume. You get a flat quote after your free consultation.
Every engagement starts with a free 45-minute consultation. We look at your accounts, your goals, and your timeline, then give you a flat quote in writing.
Get my quoteHow it works
- 1
Free consultation
We talk through your business, your accounts, and what you need. It takes about 45 minutes and costs nothing.
- 2
Secure setup
We connect to your QuickBooks Online file and bank feeds with read-only access where possible.
- 3
Monthly close
Each month we categorize, reconcile, and review every account so the numbers match your statements.
- 4
Reports and check-in
You get your monthly reports plus a plain-English summary of what changed and what to watch.
Why On Track
Why real estate agents choose On Track Solutions
Certified ProAdvisor
Your books are kept by a QuickBooks Online Certified ProAdvisor (Gold), not an unknown offshore team.
Built for real estate agents
We track what matters in your world, like commission income by month.
Real answers, fast
Questions get a reply within 24 hours. You always know who is handling your books.
Secure and virtual
Everything runs in QuickBooks Online with secure access, wherever you are in the US.
Get your monthly bookkeeping handled
Talk with Kiana about monthly bookkeeping for your real estate agents business. The first consultation is free.
FAQ
Monthly Bookkeeping for real estate agents: FAQ
How much does monthly bookkeeping cost for real estate agents?
Monthly plans are priced by the number of bank and credit card accounts and your transaction volume. You get a flat quote after your free consultation. Call On Track Solutions at (214) 200-1231 to book a free 45-minute consultation and get a clear quote for your business.
Can you handle monthly bookkeeping for real estate agents if you are not local?
Yes. On Track Solutions is a fully virtual bookkeeping firm, so we work with real estate agents in all 50 states. Everything happens securely in QuickBooks Online, by email, and by phone.
What makes On Track Solutions a good fit for real estate agents?
We focus on small, service-based businesses, and real estate agents are right in that sweet spot. We track the numbers that matter in your industry, like commission income by month and marketing cost per closing.
Is your monthly bookkeeping team certified?
Yes. Kiana is a QuickBooks Online Certified ProAdvisor (Gold) with 7 years of small business owner experience. Your books are handled by a certified pro, not passed off to a stranger.
How fast can real estate agents get started with monthly bookkeeping?
Most new clients are set up within one to two weeks of their consultation. Call (214) 200-1231 or send us a message, and we reply within 24 hours.