Bookkeeping for Realtors

We operate with one idea. You close deals. We close the books. Everything from commission splits, transaction fees, desk charges, and your marketing spending, we track down all the costs and reconcile them into a clean textbook system.

  • Years of Experience
  • Personalized Solutions
  • Dedicated Support
  • Tax savings
  • Professional Team
  • Financial Reporting
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Realtor Bookkeeping for Solo Agents, Teams, and Growing Brokerages

Here is what FINITAC handles behind the scenes while you’re closing deals:

  • Monthly reconciliation (bank + cards).
  • Commission income structure (gross commission, broker split, referral fees)
  • Expense categorization for real estate (marketing, leads, MLS/board dues, education, client gifts, mileage, software, staging) to protect deductions.
  • Reimbursements + pass-through costs tracked separately so you don’t overstate income or distort profit.
  • AP and subscriptions control (recurring tools, lead platforms, vendor bills).
  • Monthly reporting that tells you what you earned, what it cost, and what to change next month.

Here’s How We Solve Realtors Bookkeeping Problems

What FINITAC Does

Why It Matters

Reconciles GCI to net after every split and deduction

You stop wondering why your deposits never match what you earned.

Tracks transaction-level costs separately from overhead

You can see which deal types are worth your time and which ones shrink your margin below what you’d expect

Categories every marketing channel as a trackable expense

You stop renewing lead sources on autopilot and start seeing what’s actually producing closings

Maintains clean books between busy seasons

Slow months don’t turn into a catch-up nightmare.

Documents all Schedule C deductions with correct categorization

You stop overpaying taxes because deductions weren’t recorded or were miscategorized.

Separates business and personal cash flows completely

Lenders see a real business, audits are clean, and you understand your actual business cost structure

Delivers a monthly cash flow and margin summary

You know what’s coming before it hits, not after you’ve already spent the cash from your last big closing.

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Why FINITAC Is the Bookkeeping Partner Realtors Rely On

Commission & Split Reconciliation

We record gross commission income, map every deduction, and reconcile what should have hit your account versus what actually did.

Transaction Cost Tracking by Deal

Photography, staging, signage, open house expenses, and closing gifts. Every minor transaction gets assigned to the transaction they belong to. This is the only way to know your true net margin per deal.

Marketing & Lead Generation Expense Categorization

All of your lead-generating campaign’s expenses are tracked correctly, so you can see your cost per lead and cost per closed deal, because spending decisions get better with data.

Quarterly Tax Estimate Preparation

We produce the numbers your CPA needs to calculate accurate quarterly estimates, so you’re not surprised in April, and you’re not overpaying to avoid penalties.

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What Makes Our Realtors Bookkeeping Services Different?

We Reconcile Every Commission Down to the Last Deduction

If nobody’s tracking the money you’ve paid before your check is cut, your profit and loss statement can’t be trusted. We help you fix that by reconciling every commission from GCI to net deposit.

We Make Sure You’re Not Paying Tax on Money You Already Spent

If your expenses aren’t tracked by deal or category, you’re just handing the money you were never supposed to owe. We help you fix that by categorizing the expenses, so your CPA knows the real numbers.

We Show You Which Transactions Made You Money

We track costs at the transaction level so you can see true net margin per deal. The idea is to know the real numbers, and that can’t happen without data.

We Eliminate the Twice-a-Year Tax Panic

Most agents don’t set aside quarterly estimates because they have no clear picture of what they owe until the deadline arrives. We maintain current, accurate books so your quarterly liability is calculated in advance.

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Frequently Asked Questions

No, and it’s especially important at lower volume. When you close fewer deals, every dollar of margin matters more because missed expenses will hurt you more than a business owner closing 80 deals.

The commission statement tells you what you were paid. It doesn’t track what you spent to close that deal, reconcile your deposit to your bank, categorize your expenses for tax purposes, or give you a view of your actual net income. That’s the gap we fill.

Your CPA prepares and files your return. They can only work with the data you give them. If your books are behind, incomplete, or mixed with personal spending, your CPA is estimating. We’re the solution. We fill those gaps and provide reports for your CPA.

Most real estate clients use QuickBooks Online or Xero. We support both, and we can work with other platforms depending on your setup. Book a free consultation call, and we’ll figure out what works best for your situation before you commit to anything.

Yes. For teams, we track income and expenses at both the team level and the agent level, so the team lead has visibility into collective performance without losing track of individual contribution and cost allocation.

Our Service Areas

We proudly offer professional bookkeeping services across the entire state of Texas, including major cities like Houston, Dallas, Austin, San Antonio, Fort Worth, Frisco, and beyond. Whether you’re a small business in downtown Dallas or an eCommerce brand in Austin, our team is here to help you manage your books with accuracy and confidence.