— Fractional CFO Services For Real Estate Agents

Accurate Financials + Actionable Insights
to Supercharge Your Profits

AgentCFO gives high performing real estate teams like yours total clarity on your finances and the insights you need to grow your bottom line.

Get your personalized plan

Get Our 7 Steps Guide

Trusted By Top Agents and Teams Nationwide

Go Beyond Bookkeeping

Here’s How AgentCFO Supercharges Your Business

Clean, Accurate and Timely Financials

Our team of real estate industry experts will diligently sort, categorize and reconcile every transaction so that you can spend more time growing your business, and less time stressing about your books

Illustration with a pop up picture of a graph growing and a message saying "tax deadlines"

Insights Dashboard

What’s my profit margin? How much do I owe in taxes? Which lead source is generating the most GCI? Answers to these questions, and many more, are built into your personalized insights dashboard, which connects seamlessly with your financial data for a live look into the health of your business. Need even higher level insights and KPIs? Challenge accepted - all you have to do is ask.

CFO-Level Expertise

You’ll have access to C-Suite insights, at a fraction of the cost of a full-time hire. Growing businesses need experienced operators to help them navigate the complexities of business. Leverage our expertise and never look back.

Illustration with pop ups of a growth graph and a message saying "potential profits"

What Makes AgentCFO Different?

We've built our service to deliver maximum value and impact to our partners.

Bookkeeper

In-House CFO

Agent CFO

Categorizes Expenses

Financial Statements

Helps Grow Your Bottom Line

Real Time Real Estate Industry Insights

Insights Dashboard

Custom KPI Reporting and Automation

Multi-Entity Consolidation Reporting

Real Estate Finances Handled by Real Estate Pros

View All Resources

7 Simple Steps of Real Estate Finances

Learn more

Free Excel Download: MREA Chart of Accounts for Quickbooks Online

Learn more

Earnings Calculator: Convert Net Income into GCI, Closings and Appointments for Real Estate Agents (FREE)

Learn more

Partnering With Top Industry Tools

— Client Stories

“Working with Michael has been amazing. His knowledge of real estate finances is top notch. He has transformed the way we look at numbers.”

Jessica Hubbard, Brokerage Owner

— Client Stories

"Best business decision I've made in the last two years. Michael organized my books. Makes sure I run a profitable financial model. Checks in with me monthly on our progress and is a huge help around tax time."

Ryan Vergara, Team Leader

— Client Stories

"I've been waiting YEARS to find a bookkeeper service like AgentCFO. Michael understands the inner workings of the MREA economic model, the KW ecosystem and best practices for teams as they grow and scale their businesses."

Ryan Hvizda, Team Leader

— Client Stories

"Michael, quite simply, has a knowledge base and expertise that has accelerated our understanding of our business and the intricacies of the numbers. This allows us to make strategic decisions that we would not be able to make without his attention to detail."

Andrew Hopley, Team Leader

— Client Stories

"My business partner and I started a team and Michael helped us with the entire process from filing, helping us figure out bank accounts and setting up and organizing our books. There's nobody better than AgentCFO!"

Nick Bush, Brokerage Owner

Does this Sound Like You?

1. You are an up-and-coming agent looking for a long term finance partnership

2. You're an established agent or team looking to upgrade your financial leverage

3. You're an expansion team building an empire and you need your finances to keep up

Schedule Your Free Consultation Today

Schedule Your Consultation

Our Top Resources

View All Resources

7 Simple Steps of Real Estate Finances

Discover the 7 essential steps to navigate real estate finances like a pro. Unlock the secrets to managing money, handling taxes, building reserves, and more.

Are You Buying or Leasing that Lead Gen?

Call me crazy, but I have a theory about lead generation. I believe every lead generation strategy in real estate can be categorized as either an asset or a liability, just like on a balance sheet.

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.