Bookkeeping for real estate
Know what you actually keep.
Commission income doesn't behave like a paycheck, so most agents can't say what they really made. AgentBooks closes your books every month and puts your profit and loss on your phone. CPA-ready at year end. Plans from $149/month.
One 20–30 minute onboarding call. No monthly meetings after that.
Generic bookkeeping flattens commission income. Ours doesn't.
Split at the source
Gross commission isn't what you keep
Broker splits, caps, franchise fees, and referral fees all come out before the deposit lands. We track the deal, not just the check.
Irregular timing
Three closings in March, none in April
Month-to-month swings make a standard P&L misleading. Your reports are built to read across a lumpy year, not a flat one.
Tax on your own income
Nobody withholds it for you
Pro plans include an estimated tax set-aside each month, so the number you owe in April isn't a surprise in April.
Every month, without a meeting
You get a plain-English read on your business.
Monthly P&L, balance sheet, commission by deal, and an executive summary written by the person who closed your books. Reconciled, categorized, and ready for your CPA at year end.
See what's included ›March summary
illustrative
Your numbers, in your pocket
See what you're keeping without asking anyone.
Every client gets our mobile app for iPhone and Android. Your books are closed every month, so the numbers on your phone are real, not last quarter's guess.
Profit and loss, anytime
This month and year to date. Open it before you spend, not after.
Balance sheet and tax set-aside
On Pro and Teams: what you have, what you owe, and what to set aside for tax.
Snap your receipts
Photograph a receipt and it goes straight to your bookkeeper. No shoebox in April.
Ask your bookkeeper
Questions about a transaction come to your phone. Answer in a tap.
Three ways real estate money moves.
Accurate monthly books for agents, teams, and agents who own rentals — set up around the transactions you actually have.
Onboard once. Then it just runs.
01
Short intake form
Tell us how you're structured, who your broker is, and what your CPA needs.
02
One 20–30 minute call
We connect your accounts and confirm how your commissions and expenses flow. Once.
03
Books close monthly
Reports land in your portal. No standing meetings — request a call whenever you want one.
Flat monthly pricing.
No hourly billing, no surprises. We work inside your QuickBooks or Xero — you never have to touch it.
Core
$149 / month
Clean, compliant books for solo agents.
Monthly bookkeeping
Bank & credit card reconciliation
Real estate expense categorization
Monthly and year-to-date P&L
Secure client portal and receipt app
CPA-ready books at year end
Up to 3 deals / month · 1 bank + 1 card · 1 agent · email support
Recommended
Pro
$249 / month
Know what you actually make on every deal.
Everything in Core, plus
Commission tracking by deal
Broker payout reconciliation
Balance sheet
Estimated tax set-aside
Monthly executive summary and review notes
Priority support and quarterly summary
Up to 10 deals / month · up to 3 accounts · solo or small team
50% off your first month with code LAUNCH50
Teams
$399 / month
Clean books across multiple agents.
Everything in Pro, plus
Up to 5 agents
Team-level commission splits
Agent-level performance reporting
Team expense allocation
Monthly owner summary
Priority onboarding & support
Up to 25 deals / month · up to 6 accounts
50% off your first month with code LAUNCH50
Add-ons: cleanup bookkeeping from $149 per month of backlog · extra bank or card account $25/month · additional agents or entities priced on request.
Who's behind it
From the team behind Support Speedy and Expert VA.
Real estate operations since 2020 — back-office support for brokerages and remote teams for agents. AgentBooks brings the same people and the same standard to your books.
Questions, answered.
How much does bookkeeping for real estate agents cost?+
AgentBooks is flat monthly pricing: $149/month for Core, $249/month for Pro, and $399/month for Teams. No hourly billing and no separate accounting software subscription to manage. Catch-up bookkeeping for prior months is $149 per month of backlog with a monthly plan, or $199 on its own.
What happens after I sign up?+
You complete a short intake form and book a one-time onboarding call, usually 20 to 30 minutes. We use it to connect your accounts, confirm how your commissions and expenses flow, and set up your real estate reports correctly from day one. After that, your bookkeeping runs asynchronously each month.
Do I need ongoing calls or meetings?+
No. There is one onboarding call to set things up properly. After that, everything runs without meetings. You can request a call any time, but it isn't required.
How is this different from generic bookkeeping or DIY QuickBooks?+
Most bookkeeping services treat a real estate agent like any other small business. AgentBooks is set up for commission-based income, irregular payment timing, agent-specific expense categories, and reporting your CPA can file from without cleanup.
Do you replace my CPA?+
No. We keep the books your CPA files from. Everything is reconciled, categorized, and CPA-ready at year end, so filing doesn't start with a cleanup project.
Start the year with books you trust.
Pick a plan, or talk it through first. Either way, onboarding takes one call.
Bookkeeping Built For Real Estate Agents
No accounting software to manage. No hourly billing. No surprises.
Choose the plan that fits how you operate today — and upgrade as you grow.
CORE
Stay organized, tax-ready, and headache-free — without added complexity.
- Monthly bookkeeping
- Bank & credit card reconciliation
- Real estate-specific expense categorization
- Monthly Profit & Loss (P&L)
- Year-to-Date P&L
- Secure client portal
- Mobile app for receipt scanning & document upload
- CPA-ready books at year end
- • Up to 3 deals per month
- • 1 bank account + 1 credit card
- • 1 agent
- • Email support
PRO
Turn your bookkeeping into real insight — not just reports.
- Everything in Core, plus
- Commission tracking by deal
- Broker payout reconciliation
- Balance Sheet
- Estimated tax set-aside
- Monthly Executive Summary (plain-English insights)
- Monthly review notes
- Priority support
- Quarterly performance summary
- • Up to 10 deals per month
- • Up to 3 bank or credit card accounts
- • Solo agent or small team
TEAMS
Get visibility, accountability, and clean books across multiple agents.
- Everything in Pro, plus
- Up to 5 agents
- Team-level commission splits
- Agent-level performance reporting
- Team expense allocation
- Monthly owner / team leader summary
- Priority onboarding & support
- • Up to 25 deals per month
- • Up to 6 bank or credit card accounts
Add-ons
Not sure which plan is right for you?
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