QBO Setup for Realtors: Why Customization Beats Spreadsheets

Effectively, a professional QBO setup for realtors is the difference between a tax-time nightmare and a profitable year. However, if you are like most busy agents, you have probably lived inside Google Docs and spreadsheets longer than you care to admit. Initially, these manual methods work; yet, they inevitably fail when volume increases. Specifically, when […]
Bookkeeping for Realtors: Why Spreadsheets Are Killing Your Commission & How to Fix It

Effectively, professional bookkeeping for realtors is the foundation of a scalable real estate business. However, many agents still rely on “digital napkins”—otherwise known as spreadsheets—to track their financial lives. Specifically, while Excel or Google Sheets might feel convenient for scribbling down expenses, they are dangerous tools for managing business records. Below, we explore why relying […]