Frequently Asked Questions
AgentCFO is a fractional CFO and bookkeeping service. We provide financial reporting and insights to real estate agents and teams.
AgentCFO is led by Michael Kilner and Luke Annicharico. We are real estate industry insiders with experience working for and with top producing real estate teams. Find out more about us here.
We take the stress of business finances off your plate. We start by categorizing all your commissions and expenses to give you tax-ready financial statements. Then we build out your insights dashboard to provide you with real clarity into how your business operates. And finally, we grow with you, helping you navigate the challenges of a growing business: cash flow, payroll, entity structuring and more.
No worries. We can get your books caught up, even if it's been years since you last filed your taxes or categorized your expenses.
We've got you covered. We partner with the leading payroll companies to provide an integrated payroll solution that works seamlessly in the background to get your employees and contractors paid, and your reports filed accurately and on time
Our primary focus is on insights and monthly accounting, but we recognize that there are tax implications for every decision you make in the business. All of our financial statements are reconciled and tax-ready. We'll work hand-in-hand with your chosen tax preparer or we'll recommend one of our trusted partners. We work throughout the year with you and your tax preparer to help you stay on top of deadlines, estimated payments, and tax strategies.