Hire Bookkeeper for Real Estate
A real estate lives or dies on whether its books reflect reality: money in, money out, and what is owed in both directions.
A senior bookkeeper for real estate
A real estate lives or dies on whether its books reflect reality: money in, money out, and what is owed in both directions. The books here cover sales commissions, lettings fees, and referral income. When the books are current, decisions are easy; when they are months behind, every decision is a guess.
Behind that is a familiar pattern: listings, viewings, and offers move fast, and follow-up decides who closes. Receipts pile up, invoices go out late, and the first time anyone looks closely is when a tax deadline or a loan application forces it.
The engagement usually starts with the existing books: what is categorised, what is reconciled, and what is missing. Cleanup comes first, because a monthly routine built on messy opening balances only preserves the mess.
Timing is driven by completions set the revenue rhythm, and pipeline value is reviewed weekly. Day to day, listings, viewings, and offers move fast, and follow-up decides who closes. Bookkeeping runs on QuickBooks Online and CRM reports.
What this engagement covers for real estate
- Chart of accounts and categorisation — The chart of accounts is set up around real activity: sales commissions, lettings fees, and referral income. Every transaction lands in a category the owner recognises, so reports read as business sense, not accounting jargon.
- Invoicing and receivables — Invoicing follows the business's real pattern: commission invoices at exchange or completion, with lettings fees monthly. Outstanding invoices are followed up on a schedule, and late payers are visible before they become a problem.
- Payables and expenses — Bills and expenses are captured as they arrive, matched to the right job or category, and paid on schedule. Nothing is reconstructed from a bank statement months later.
- Payroll and contractor pay — Pay is recorded accurately and on time: agents on salary plus commission, with support staff on salary. Salary, hourly, and contractor arrangements each have their own treatment, and all of it reconciles monthly.
- Monthly close and reports — Each month closes with reconciliation of the bank, cards, and key accounts, plus a short report: income, spending, receivables, and payables, in plain language.
- Tax-season preparation — Records are maintained so tax preparation is straightforward: completions set the revenue rhythm, and pipeline value is reviewed weekly. Deductions are categorised as they occur, and the year-end file is ready when the accountant asks for it.
Built on your stack, not on top of it
Work happens in standard bookkeeping software: QuickBooks Online and CRM reports. Bank feeds, categorisation rules, and reconciliation routines are set up once and then run monthly, with the owner able to see the books at any time.
One limit is worth stating plainly: this page is general information about services, not accounting or tax advice. The bookkeeper's job is to keep records accurate and current so the owner's accountant can advise on solid ground.
Start with cleanup and one close. If the report answers the owner's real questions, the monthly rhythm continues from there.
Bookkeeping runs on QuickBooks Online and CRM reports. The business sells property sales and lettings. The business sells property sales and lettings.
From kickoff to delivery for real estate
- Books review and cleanup
The review establishes the starting point: opening balances checked, uncategorised transactions cleared, and duplicates removed. Nothing is assumed correct. For real estate, that includes sales commissions, lettings fees, and referral income.
- Chart and routines set up
Setup means a chart that matches the business, rules for recurring transactions, and a simple receipt habit. The owner is not asked to become an accountant. For real estate, that includes commission invoices at exchange or completion, with lettings fees monthly.
- Monthly close
The monthly close runs the same way every month: categorise, reconcile, review receivables and payables, and report. Consistency is the whole point. For real estate, that includes agents on salary plus commission, with support staff on salary.
- Tax-season readiness
As the year progresses, the tax file builds itself: categorised deductions, reconciled accounts, and complete records, ready whenever the accountant asks. For real estate, that includes completions set the revenue rhythm, and pipeline value is reviewed weekly.
Why hire Omer
- Accountant-ready, not accountant-dependent — the books are organised for professional review without replacing it For real estate, that means sales commissions, lettings fees, and referral income.
- Tax-season readiness built in — records are kept in a form an accountant can use directly For real estate, that means commission invoices at exchange or completion, with lettings fees monthly.
- No invented figures, no estimates dressed as facts — reconciled numbers only, with unusual items flagged, not smoothed over For real estate, that means agents on salary plus commission, with support staff on salary.
- Your books, your access — work happens in the owner's own accounting software, fully visible at any time For real estate, that means sales commissions, lettings fees, and referral income.
- Reports the owner can read — income, spending, receivables, and payables in plain language, not ledger dumps For real estate, that means commission invoices at exchange or completion, with lettings fees monthly.
What changes in practice
The measure is not pages of reports. It is whether the owner can answer, at any point in the month, what the business earned, what it spent, what it is owed, and what tax and payroll obligations are coming.
Categories must capture sales commissions, lettings fees, and referral income. Billing follows the pattern of commission invoices at exchange or completion, with lettings fees monthly. The calendar is set by completions set the revenue rhythm, and pipeline value is reviewed weekly.
If the first clean close answers your real questions, the engagement has earned its monthly rhythm. <a href="/hire/">Browse all hire engagements</a> or <a href="/contact.html">discuss your books</a> directly.
Questions, answered
How does invoicing work for real estate?
What software do you work in?
What do you need to start?
How are late-paying customers handled?
What does the chart of accounts cover for real estate?
Ready to get started?
The best way to explore working together is a quick conversation. Reach out through your preferred channel and let us discuss your project.
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