SIMPLE BOOKS. SMARTER GROWTH.
Small Business Bookkeeping for Real Estate Agents & Service Pros
Bookkeeping doesn’t have to feel overwhelming. I help Real Estate Agents & Service Pros stay organized, understand their numbers, and finally feel confident about their finances — with simple systems that actually make sense.
Trusted by real estate agents & service pros across Los Angeles, Maui, and Maine.
QuickBooks Certified ProAdvisor
Real Estate Bookkeeping That Works the Way You Do
Messy or behind on books?
I organize everything and get your books clean, accurate, and up to date.
Unclear cash flow?
Understand exactly where your money is going with simple, clear monthly reports.
Tax season stress?
Track every deductible and stay prepared year-round — no more scrambling.
Bookkeeping built for real estate agents, investors, and service businesses.
Who I Work With
I help real estate agents, real estate investors and service-based entrepreneurs stay organized, save on taxes, and make confident financial decisions with clean, accurate books — every single month.
Real Estate Agents & Teams
- Track commissions and ROI on specific sales
- Organize marketing, staging, and lead-gen costs
- Separate personal vs business
- Stay ready for tax season without scrambling
Real Estate Investors
- Property-by-property income & expense tracking
- Clear cash flow, capex, and ROI visibility
- Books built around your investment strategy
Home-Service Businesses
(contractors, trades, maintenance pros)
- Simple tracking for labor, materials, & job costs
- Clean books for bids, permits, and tax deductions
- Back-office support to free up your time
If you’re growing, busy, or behind — I help you stay organized and ready for what’s next.
Why Real Estate Pros Choose Morgan the Bookkeeper
A clean, reliable bookkeeping system is the foundation of every successful real estate business. I help agents, investors, and home-service pros stay organized, reduce stress, and confidently plan for growth — without complicated software or financial jargon.
Niche Expertise
As a QuickBooks Certified ProAdvisor, I give you clean, reconciled books you can rely on — every month, without fail. No more guessing, no more surprises, no more “hoping it’s right.”
- Monthly reconciliations you can depend on
- Zero fluff, zero confusion — just clean, accurate books
- Reports you can actually understand and use
Built for Agents & Service Pros
Your business isn’t like a typical small business — your income is irregular, your expenses are unique, and your time is limited. I keep everything organized so you’re free to focus on clients and closings.
- Designed for the way real estate pros actually operate
- Handles irregular income + multi-stream expenses
- Specialized support for agents, investors, and service pros
Peace of Mind Year-Round
No more scrambling during tax season, no more blind spots in your finances — just clear numbers, smart categorization, and a system that keeps you stress-free and prepared at every step.
- Never fall behind again
- Monthly organization that keeps tax season easy
- Cash-flow clarity so you always know where you stand
What You Get Each Month from Your Real Estate Bookkeeper
Every month, you get clean, accurate books, simple reports you can actually understand, and tax-ready financials that keep your business organized and stress-free. Whether you’re an agent, investor, or service pro, everything is handled for you — consistently and on time.
Clean, Accurate Books
Every transaction properly categorized. Every account reconciled. No more guessing, no more “what happened last month?”
- Weekly transaction cleanup
- Monthly reconciliations
- Error-free financials you can trust
Clear Monthly Reports
You get simple, easy-to-understand reports that show exactly where your money is going — even if you hate numbers.
- Monthly profit & loss
- Cash flow clarity
- Know what you really earned
Tax-Ready Books
Everything your CPA needs — fully organized, clean, and ready for tax time with no scrambling or stress.
- Deduction tracking
- Organized receipts
- Year-round tax readiness
Support When You Need It
Ask questions anytime — you get support that adapts to your business and your busy schedule.
- Answers to money questions
- Quick explanations in plain English
- Guidance when business changes
Transparent pricing. Real support. Zero surprises.
Whether you’re a real estate agent, investor, or service-based professional, our plans were built to give you clear financials without the overwhelm. Every tier includes clean books, reliable reports, and the support you need to confidently grow your business.
Essentials — $297/month
For agents, small investors, and simple service-based businesses.
Every transaction properly categorized. Every account reconciled. No more guessing, no more “what happened last month?”
What’s included:
- Monthly categorization & reconciliations
- Up to 150 transactions/month
- Monthly Profit & Loss + Balance Sheet
- Annual tax-ready financial package
- Quarterly check-in call (optional)
- QuickBooks Simple Start included
- Email support with 48–72 hour response
Best for:
Real estate agents under ~$5M in sales volume, landlords with 1–3 doors, and service pros under $200K annual revenue.
Growth — $497/month
For established agents, active investors, and service pros with more moving parts.
Our most popular plan — strong enough for your next stage of growth and simple enough to keep your books clean and predictable.
- Everything in Essentials
- Up to 300 transactions/month
- Accounts Receivable or Accounts Payable
- Monthly check-in call (optional)
- Custom bookkeeping rules
- Priority email support (within 48 hrs)
- Payroll support via Gusto (base fee + up to 3 employees included)
- QuickBooks Simple Start included
Best for:
Agents over ~$5M in sales volume, investors with 4–12 doors, and service businesses with expanding operations.
CFO Partner — $1,000/month
For ambitious investors & scaling service businesses ready for financial clarity and strategy.
If you want a financial partner — not just a bookkeeper — this plan delivers deeper insights, proactive planning, and high-level support.
- Everything in Growth
- Unlimited transactions
- Accounts Receivable and Accounts Payable
- Monthly strategy call
- Cash flow insights & budgeting support
- KPI dashboard + performance review
- Annual tax-planning meeting
- Priority support (same-day for urgent items)
- Payroll support via Gusto (base fee + up to 10 employees included)
- QuickBooks Simple Start included
Best for:
Investors with 13+ doors and service businesses preparing to scale.
Additional Services
From one-time clean-up projects to a DIY bookkeeping system, these services are designed for real estate agents, investors, and service pros who need flexibility. Whether you’re catching up messy books or not ready for full-service bookkeeping yet, you still get a clear, organized framework built around real estate finances.
One-Time Cleanup — $1,500–$3,000
Perfect if your books are messy, behind, or inaccurate. I get everything clean, organized, and tax-ready.
DIY Bookkeeping System — $600/year
My guided real estate bookkeeping framework for agents and smaller service pros who want to DIY with confidence.
How It Works
Getting started is simple. My process is built to save you time, keep your books accurate, and give you full financial clarity without the overwhelm.
1. Book a Call
We talk through your business, your goals, and where your books stand today. I’ll recommend the best plan and answer every question — no pressure, no jargon.
2. Clean-Up & Setup
I organize your existing books, connect your accounts securely, and set up a streamlined system tailored to real estate workflows.
3. Monthly Bookkeeping Done for You
You get accurate books, clear reports, and ongoing support — delivered consistently every month so you always know your numbers.
FAQ
Getting started is simple. My process is built to save you time, keep your books accurate, and give you full financial clarity without the overwhelm.
Meet Morgan
Hi, I’m Morgan — a QuickBooks Certified ProAdvisor and the owner of Morgan the Bookkeeper. I help real estate agents, property investors, and service-based business owners stay organized, profitable, and confident about their numbers. My approach is simple: clear communication, accurate books, and monthly reports you can actually understand.
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I started this business because I saw how many agents and contractors were overwhelmed by bookkeeping and guessing their profit each month. You deserve clarity, not confusion — and a bookkeeper who feels like a partner, not another problem to manage.
With certifications in QuickBooks Online, years of hands-on bookkeeping experience, and deep knowledge of real estate and service-based financial workflows, I specialize in creating accurate books that your CPA will love. Whether you’re 2 months behind or 2 years behind, I clean everything up and rebuild a system that actually works for your business.
- Clear explanations with zero jargon
- Clean, accurate books delivered each month
- Real estate–specific bookkeeping expertise
- Transparent pricing with no surprise fees
- A calm, organized partner you can rely on year-round
Ready to Get Your Books Under Control?
If you’re a real estate agent, investor, or service pro who’s ready for clean, accurate books and stress-free tax time, I’d love to help. I offer transparent, upfront pricing and monthly bookkeeping services tailored to the way you actually run your business.
You’re a great fit if you:
- Want clear, organized books you can trust
- Are busy and don’t have time to wrestle with QuickBooks
- Are behind on your bookkeeping and want a fresh start
- Want a bookkeeper who understands real estate and service businesses
No pressure, no jargon — just a clear look at your books and next steps.
Based in Los Angeles and serving clients in Maui, Maine, and across the U.S. remotely.