— Pricing
Transparent Pricing For Real Estate Professionals
Core
For Solo agents or small teams ready to upgrade to premium bookkeeping for airtight financials.
Starting at $599/month
Everything you need for rock-solid financials, eliminating guesswork and errors from DIY bookkeeping.
Full-service monthly bookkeeping
Income tracking (commissions, referrals, etc.)
Expense categorization (marketing, travel, dues, etc.)
Bank, credit card, and loan account reconciliation
Monthly financial reports (Profit & Loss, Balance Sheet, Cash Flow)
Tax-ready financials (year-end package)
One-click client portal + receipts capture
Best-in-class customer service (priority email + phone support, 24-hour response time)
Growth
For Agents or teams wanting to leverage rock-solid financials into actionable growth strategies.
Starting at $1,199/month
Builds on Core with hands-on coaching and tools to optimize profits and plan for the future. Limited availability—secure your spot now!
Everything in Core, plus:
Dedicated financial coach with monthly strategy session (1-hour video call)
Live, shareable KPI dashboard (real-time performance metrics)
Annual business planning support
Annual budget planning support
Dedicated account manager (email, phone, and video support, 12-hourresponse time)
Custom
For Larger teams or high-performing agents needing bespoke solutions, in-depth analysis, and frequent strategy.
Starting at $2,499/month
A fully custom experience for teams demanding precision, scalability, and proactive partnership. Extremely limited availability—contact us today to reserve your tailored plan. Pricing varies based on complexity—requires a consultation.
Everything in Growth, fully tailored, plus:
Custom reporting (designed to your specs—e.g., per-agent performance, ISA performance)
In-depth financial analysis (e.g., ROI on lead spend)
Monthly strategy sessions (1.5-hour video calls)
Daily financial KPIs delivered to your inbox
Priority onboarding + white glove setup
Dedicated account manager + team support (email, phone, video, 6-hour response time)
Optional Add-Ons (All Tiers)
Pricing for add-ons available upon request, tailored to your specific needs.
- Payroll Integration
- 1099 Preparation for Contractors
- Ad-Hoc Strategy Session
- Catch-Up Bookkeeping
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