Bookkeeping for Realtors — Tax-Ready & Strategic

Yes. We provide full-service bookkeeping for real estate agents, brokers, and small teams. Our bookkeeping is designed around commission-based businesses and keeps your financial records accurate, organized, and tax-ready—without requiring you to become the bookkeeper.

Yes. Fortitude bookkeeping is available as a stand-alone service, so you do not need to use us for tax preparation to work with us for bookkeeping. If another tax professional prepares your returns, your clean, organized books remain yours to share with them. Tax preparation, tax planning, and tax advice are separate services and are not included with stand-alone bookkeeping.

For solo or lower-volume Realtors who don’t need monthly financials, Checkpoint Bookkeeping provides full-service bookkeeping at three scheduled points during the year. We handle the transaction categorization, reconciliations, cleanup, and financial reports—so your books stay organized and tax-ready without paying for monthly bookkeeping you may not need.

Both are full-service bookkeeping—we handle the books. The difference is how often the work is completed. Checkpoint Bookkeeping brings your books current at three scheduled points during the year and works well for solo or lower-volume Realtors who don’t need monthly financials. Monthly Bookkeeping keeps your books current every month and is better suited to Realtors with more activity, multiple accounts, payroll, teams, or a need for current monthly financials.

Yes. Our Checkpoint and Monthly bookkeeping services are provided in QuickBooks Online or Xero, and you maintain your own subscription directly. Your software subscription is separate from our bookkeeping fees, and you retain direct access to and ownership of your accounting records.

Sometimes. If you’re starting fresh, we’ll make sure your accounting file is set up correctly for your business. If your existing books are behind, inconsistent, or need correction, cleanup may be required before ongoing bookkeeping begins. If your books are already in good shape, we’ll review them and determine whether any setup or cleanup work is actually needed.

It depends on your service level. With Checkpoint Bookkeeping, we complete and reconcile your books at three scheduled points during the year. With Monthly Bookkeeping, we complete and reconcile your books every month. Either way, the goal is accurate, organized books—you’re simply choosing the frequency that fits your business.

We strongly recommend keeping business and personal activity separate. Dedicated business accounts make your bookkeeping cleaner, reduce errors, and make it much easier to understand what is actually happening in your business. We can work with some commingled activity, but significant personal activity running through business accounts—or business activity running through personal accounts—creates additional bookkeeping work and may increase your fee.

The prices shown above are starting points. Your actual fee depends on the amount and complexity of the bookkeeping, including transaction volume, the number of bank and credit card accounts, payroll activity, loans, and other factors specific to your business. Commingling personal and business activity can also increase the amount of work required. We’ll confirm your pricing after reviewing your bookkeeping needs.

We handle the bookkeeping, but we’ll occasionally need information that only you can provide—such as clarification about a transaction or documentation for something unusual. We work to keep your part small, but timely responses help us keep your books accurate and moving forward.