Kathie McDaniel, Builder Brokerage-Sales and Marketing for Builders (Grande Real Estate Services)

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Rainer
140,171
Karen Climer
Demetree School of Real Estate - Orlando, FL
Teaching people to pass the real estate exam

I have always used QuickBooks.  One thing that is nice about QB is that most CPAs are familiar with it.  You can export your information and send it to then in that format.  If they see your full data file, they might even be able to give you advice on how to do it better next year (recategorizing things, etc.)

Jan 11, 2022 05:56 AM
Rainmaker
4,412,936
Wayne Martin
Wayne M Martin - Chicago, IL
Real Estate Broker - Retired

No clue. When active my accountant did the books. He too, is now retired! Good luck.

Jan 11, 2022 03:01 AM
Rainmaker
1,319,067
Thomas J. Nelson, REALTOR ® e-Pro CRS RCS-D Vets
Big Block Realty 858.232.8722 - La Jolla, CA
& Host of Postcards From Success Podcast

Bookkeeper ✅

CPA ✅

Quickbooks ✅

Referral Maker CRM 

Jan 10, 2022 07:30 PM
Ambassador
3,119,148
Kathleen Daniels, Probate & Trust Specialist
KD Realty - 408.972.1822 - San Jose, CA
Probate Real Estate

I fly solo so managing myself and my transactions is easy.  No need for software. 

No doubt you will get some suggestions from managing brokers.  I wish you all the best with this. 

Jan 10, 2022 05:53 PM
Rainmaker
5,764,005
Ron and Alexandra Seigel
Napa Consultants - Carpinteria, CA
Luxury Real Estate Branding, Marketing & Strategy

We use Quick books.  It is easy and we send it to our CPA.  A

Jan 11, 2022 08:24 AM
Rainmaker
1,748,428
Lyn Sims
Schaumburg, IL
Real Estate Agent Retired

That's a lot of agents & biz to track. Can't help you.

Jan 11, 2022 06:07 AM
Ambassador
5,609,636
Bob Crane
Woodland Management Service / Woodland Real Estate, EXP - Stevens Point, WI
Forestland Experts! 715-204-9671

Perhaps Qbooks combined with a transaction program like kw command, skyslope or something similar.

Jan 10, 2022 11:33 PM
Rainmaker
1,021,853
Doug Dawes
Keller Williams Realty Evolution - Topsfield, MA - Georgetown, MA
Your Personal Realtor®

Best wishes. I know people like QB

Jan 11, 2022 09:14 AM
Rainer
291,231
Don Baker
Lane Realty - Eatonton, GA
Lake Sinclair Specialist

sage is what my broker uses.  Started as peachtree accounting, name changed a few years ago.

Jan 12, 2022 01:11 PM
Ambassador
2,716,717
Wanda Kubat-Nerdin - Wanda Can!
Red Rock Real Estate Brokered by Real - St. George, UT
So Utah Residential, Referral & Relocation REALTOR

I pay a CPA to manage my monthly/yearly taxes.

Jan 11, 2022 02:28 PM
Rainmaker
583,961
Lynnea Miller
Bend Premier Real Estate - Bend, OR
Premier Real Estate Service in Central Oregon

I use Quickbooks.  My brokerage has 60 agents.  It works well.

Jan 11, 2022 02:23 PM
Ambassador
2,594,513
Fred Griffin Florida Real Estate
Fred Griffin Real Estate - Tallahassee, FL
Licensed Florida Real Estate Broker

Ask your CPA what they recommend.

Jan 11, 2022 10:31 AM