Bookkeeping for Real Estate Agents:

Getting Started with Quickbooks Online

January 16, 2025

10:00 AM to 12:00 PM CST

You've mastered selling houses, but when it comes to managing your finances, you're left feeling lost and confused.

It's time to change that

With a course tailored specifically for real estate agents, you'll gain the knowledge and skills necessary to manage your finances, increase productivity, and ensure your business' sustainability.

Class Details

What:

A 2-hour bookkeeping course taught by industry leaders with over 30 years of experience

When:

January 16, 2025

10:00 AM to 12:00 PM CST

Where:

Learn from the comfort of your own home! This course will take place via Zoom.

Course Information

In this course, we will discuss:

  1. The major expense categories specific to real estate agents

  2. How to track your income and split out your DAs and/or closing statements

  3. "Cost of Sale" and why it's important to track

You will receive a course workbook and a monthly checklist to help keep you organized throughout the year.

In Quickbooks, we will learn about:

  1. The Chart of Accounts: how to adjust it to work for your business

  2. Categorizing income and expenses: tips & tricks to make the process efficient and accurate

  3. Monthly reconciliations: the how's and whys

  4. Reports: what to look for to grow your business

Benefits

Build a Solid Foundation

With our class, you'll gain a clear understanding of how income, expenses, and cost of sale impact your overall profit, so you can grow your business with confidence.

Manage your Money

Track your finances and monitor your progress with our expert strategies. Make sound business decisions based on accurate books and reporting.

Be Prepared

at Tax Time

Take the stress out of tax season! We'll give you the tools to organize your finances, avoid costly mistakes, and navigate tax season with ease.

Meet your Instructors

Kyle Harrison

President of Your Bookkeeping Partner

MAPS Executive Coach

Coach Kyle Harrison is a seasoned real estate professional with over 19 years at Keller Williams Realty and built a successful real estate company. He is the President and Co-founder of Your Bookkeeping Partner and Launch Bookkeeping, and is an Executive Business Coach with MAPS Coaching. He has completed over 10,000 one-to-one coaching calls with a direct focus on leadership, team building, financials and wealth building. He guides business owners to increase the value of their business while laying out a 5 year exit plan. His passion is to empower agents and business owners to financial freedom by hosting regular classes and masterminds on wealth and financials. He is also an active real estate investor targeting multi-family properties across the midwest and southern regions and owns over 380 rental doors through various partnerships.

Kristy Flanders

Trainer and Bookkeeper

Kristy has taught professionally for over 13 years: teaching, developing curriculum, and providing professional development trainings. In addition to working with Your Bookkeeping Partner, she is the owner and founder of "Flanders Financials" where she partners with small businesses to get organized and manage their finances. Kristy is Quickbooks Pro-Advisor Certified and thrives on organization and productivity. She genuinely enjoys seeing others succeed and is excited to guide you on your journey to financial mastery.

Packages

$99

Package 1

"Bookkeeping

for Real Estate Agents" course

(See course information above)

$49

Package 2

Quickbooks

Online Set-up with MREA Chart of Accounts

$129

Package 3

Combo of

Packages 1 & 2

$149

Package 4

Hourly

Consulting

In this 2-hour course, we will give you the foundation to understand your business expenses, income, and costs of sale. We will also teach you how to accurately track those transactions in Quickbooks Online.

A trained bookkeeper will ensure that your Quickbooks Online account is set up and ready for accurate bookkeeping. Of special value: YBP's proprietary Chart of Accounts included! Based on the MREA model, and with additional adjustments from hands-on experience, our Chart of Accounts will be uploaded to your QBO account for your use and benefit.

Save with our combo pack! Come fully prepared to the "Bookkeeping for Real Estate Agents" course by having a trained bookkeeper set up your Quickbooks Online account in advance. YBP's proprietary Chart of Accounts will be uploaded and ready for immediate use, while you gain the tools necessary to manage your own money.

Already set up in Quickbooks Online, but need additional support? Meet with a trained YBP bookkeeper for 1:1 consulting to review your books or problem-solve any issues you may be having.

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