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Real Estate Agents and Brokers rarely get great financial advice, we’re here to change that.

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Whether you’re looking for a trusted business advisor, someone to re-vamp your in-house accounting setup, or financial education for your agents, we can help.

FRACTIONAL CFO SERVICE
You don’t want an overloaded bookkeeper, tricky payroll forms or finicky accounting software. You want total financial clarity, delivered on-time, by a trusted advisor who gets your industry inside and out.
We are so thankful for his hard work and the information he has provided us is invaluable to our business
Nicole, Real Estate Agent

Books a Mess? We Can Straighten Them Out
No matter what your books look like, from outright disaster to almost-but-not-quite-there-yet, we can fix it. Let us take the stress and frustration out of your hands so you can focus on closing deals.
I haven’t worried about my accounting systems or taxes in the 6 years since Michael took over the CFO role for my companies.
PatRick, Brokerage Owner

Looking to Increase Your Agents’ Financial Intelligence?
Our one-day agent finance course is designed to help your agents think like savvy business owners. From profit margins, to tax deductions, we cover it all!
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The Agent Profit Blog
Want to increase your profits and decrease your stress? Get some inspiration from our blog posts.
Pay Yourself a Salary
And not just because you want to pay less in taxes. It’s good for you and your business. All of the most successful small…
Automatic Mileage Tracking Now Available in All Versions of Quickbooks Online
Finally! The mileage tracking feature that made Quickbooks Self Employed so useful is now available on the more robust versions of Quickbooks Online.
Continue Reading Automatic Mileage Tracking Now Available in All Versions of Quickbooks Online
The Best Payroll Service for Your Team
When it comes to payroll for your team, you have a lot of options, but one solution stands above the rest.