How Bookkeeping Services Helped a Real Estate Broker Reclaim $6,800 in Missed Expenses

A real estate broker in Arizona was managing multiple deals, marketing expenses, and commission splits - all while juggling her own bookkeeping. She used a combination of QuickBooks and Google Sheets but had no time to reconcile accounts or track deductible expenses properly.

As tax season approached, her accountant flagged over 100 uncategorized transactions and told her she may miss thousands in deductions.

She contacted Remote Books Online for help.

We performed a full review of the past year’s financial activity, categorized all business expenses, matched commission income, and flagged personal charges. Within one week, her books were CPA-ready - clean, categorized, and optimized.

The results:

• $6,800 in missed deductions identified and documented
• 12 months of books cleaned and reconciled
• No late filing penalties
• Ongoing monthly plan established to stay organized through closings, marketing, and client expenses

Now, she spends less than 10 minutes a month reviewing her books - and never worries about audits or missed write-offs.