10.00 Dollar US $ · Real Estate Bookkeeping Checklist for Agents and Small Brokers

Published date: December 22, 2025 6:39 pm

Location: 26 Brodway 8th Floor, New York ,NY 10004 United States, new york city, NY, United States

Real Estate Bookkeeping Checklist for Agents and Brokers

Real estate professionals are always busy with calls, meetings, and site visits. Because of this, bookkeeping is often delayed until tax time or when problems appear. When records are not updated regularly, it becomes hard to know how much profit the business is truly making.

Real estate income is irregular, and many expenses are paid long before commissions are received. Without proper tracking, agents may feel successful but still struggle with cash flow, savings, or taxes. Regular bookkeeping brings clarity, reduces stress, and supports better decisions.

A simple checklist can make bookkeeping part of your routine.

Basic Bookkeeping Essentials

Record commission income for every deal

Track marketing, travel, and listing expenses

Maintain client trust account records

Keep business and personal accounts separate

Save receipts and invoices digitally

Daily and Weekly Tasks

Enter income and expenses daily

Upload receipts and review bank balances

Match bank and credit card transactions weekly

Review unpaid commissions and trust balances

Monthly Review

Close monthly books

Review profit and expense reports

Confirm commission splits

Check tax savings

Avoid common mistakes like mixing funds, delaying updates, and ignoring small expenses. Clean records help agents stay compliant and confident.

Meru Accounting’s Real Estate Bookkeeping Services

Meru Accounting provides reliable bookkeeping services for real estate agents and small brokers. We handle income tracking, trust account reconciliation, and monthly reports so you can focus on closing deals.

Learn more here:
???? https://www.meruaccounting.com/real-estate-bookkeeping-checklist-agents/

Contact Us for More Information

Website: https://www.meruaccounting.com/

Email: hello@meruaccounting.com

Phone: +1 714 987 9001

Addresses:
TX 75231, United States
26 Broadway, 8th Floor, New York, NY 10004, United States

To get more information, contact us today and schedule a free meeting with our real estate bookkeeping expert.

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