Struggling to Keep Track of Your Real Estate Finances? We Fix That

Whether you’re closing your first deal or managing multiple properties, handling your own books is just taking all of your time and one mistake could cost you thousands. Talk about fixing that. You need FINITAC to take care of your money. Where is it going, what’s making you more money, and what needs fixing? We’ll help you with everything whether you’re an agent, investor, or broker. Your time should be spent on closing more clients and not on managing finances.

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How FINITAC Helps Your Real Estate Business

FINITAC understands that the real estate business isn’t like other businesses where you’re offering a product and charging compensation over that product. The concept is still the same though, you’re delivering value and solving your client’s problems and charging for that as compensation but it involves commission cycles, property expenses, split fees, mortgage interest, and other expenses.

All of this makes cash flows complex and that’s exactly why you need a bookkeeping for real estate that tracks every transaction by property, deal, or portfolio. FINITAC helps you separate personal and business expenses, so you’re all prepared when the tax season comes.

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Here’s How We Help Real Estate Agents, Brokers & Investors Level Up

Bookkeeping for real estate agents is not the same as for investors and both are completely different from brokers. That’s why our service adapts to your role:

Real Estate Agents

As real estate agents, the brokerage splits are always confusing to track. Your business and personal expenses always mix up and you’re left clueless at the end about how much profit you’re taking home after each deal. All of this makes tax prep chaotic and you’re clueless about where to place all those receipts

Here’s why you need FINITAC bookkeeping for real estate agents:

  • We help you track commissions per deal and broker splits.
  • Clear separation of all of your business and personal transactions
  • We help you track all your work expenses such as lead generation and licensing. etc.
  • Real-time dashboards that keep you aware of your actual income after expenses.

Real Estate Investors

When you’re handling different properties, recording all of your rental incomes, pending mortgage payments, or recording paid ones, property-specific P&Ls, and portfolio-level ROI. Things get a little messy when tracking everything about different properties and that’s where the bookkeeping for real estate investors helps.

Here’s how FINITAC helps you fix these problems:

  • We provide you P&L for each rental.
  • Monthly ROI summaries for all of your portfolio.
  • Investor reports for easier bank lending/funding
  • Identify patterns that cause disruption/losses.

Real Estate Brokers

Most real estate brokers manage multiple agents and teams simultaneously. The commissions also vary from different deals, which makes the whole thing hard to audit. It gets hard for brokers to identify what’s helping them bring in profits and that’s where the 
bookkeeping for real estate brokers comes in.

Here’s how FINITAC helps you fix these problems:

  • We offer multi-agent books to real estate brokers that help you track each agent’s costs and commission payouts, etc.
  • Payroll and contractor tracking that stays audit-ready and tax-compliant.
  • Growth forecasting tools to see when to hire or scale back
  • Profit dashboards per agent to show who’s producing, and who’s costing.

Why Work With a Real Estate Bookkeeper/What Makes Us Expert Real Estate Bookkeepers

Most bookkeeping firms treat every business the same. The objective might be the same but every business deals with different types of expenses, different frequencies, and complex financial structures.

Real Estate Client’s Testimonials

We have worked with several real estate agents, brokers, and investors. We know what kind of complications your business faces. Our bookkeeping for real estate speaks your language and solves your specific issues.

Complex Cash Flow Doesn’t Mean Complexity of Numbers

We keep things simple, we make sure you get access to all the information/insights that help you scale your business.

Modular Services

FINITAC offers modular service packages which means you can pick and pay only for the services that your business requires. Just need tracking commissions and expenses? Done. Need properties P&Ls every month without full books/reconciliation. Done.

Frequently Asked Questions

FINITAC builds you a system that separates every business transaction from personal ones automatically. We tag commissions per deal, track marketing spending like ad budgets and signage, and keep it all clean so you always know what you’re actually earning.

Yes 100%.  We track income and expenses at the property level, so you can see P&Ls for each rental. That lets you spot which investments are underperforming, overspending, or eating into your ROI overall.

We keep everything categorized and synced throughout the year. We’re talking about syncing by agent, deal, and expense type. So when tax time hits, you have everything already aligned, and ready to be submitted.