THE FINOPSYS

AGENT

EDGE™

Financial Operations for Real Estate Agents

Track MLS fees, dues, lead spend, transaction coordinators, and contractor costs around the way your deals close.

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See What’s Included

Financial Overview

SOLD

GROSS COMMISSION INCOME

Clean books

NET INCOME

Tax-ready

Income Trend (YTD)

Estimated Tax Payment

Quarterly tax coordination

ESTIMATED TAX PAYMENT

Tax-ready records

Q2 Estimate

Clean books YTD

Built Around Your Business

Industry operating plan

Premium Consultation

Real estate-specific bookkeeping, tax coordination, reporting, and financial guidance tailored to commissions, splits, MLS fees, dues, contractors, and growth.

We handle your accounting;

You focus on growth.

GIVE YOU BACK YOUR EDGE.

GIVE YOU BACK YOUR TIME.

BUILT FOR THE MODERN AGENT

Everything You Need. Nothing You Don’t.

REAL ESTATE-SPECIFIC BOOKKEEPING

Track commissions, splits, MLS fees, dues, and business expenses with clean monthly records.

MONTHLY FINANCIAL REPORTING

Review P&L, balance sheet, and cash-flow visibility so you know where the business stands.

TAX COORDINATION

Keep quarterly estimates, year-end records, and tax-ready books organized before deadlines.

1099 TRACKING

Track contractors, vendors, W-9s, and year-end documents with less back-and-forth.

DEDICATED ACCOUNTING MANAGER

Work with a real finance partner who understands your business and operating rhythm.

GROWTH PATH

Add payroll, deeper reporting, cleanup, and advisory support as your business grows.

01. Capture

Transactions, payroll inputs, bills, receipts, and questions stay organized before month-end.

02. Close

Books are reconciled, reviewed, and packaged with the reports that guide decisions.

03. Grow

Clean data surfaces cash needs, margin shifts, tax readiness, and next-stage support decisions.

Choose the support model that fits your operating stage.

Choose the support level that fits your stage.

Start with clean monthly operations, then layer in payroll, deeper reporting, cleanup, and advisory support as your business grows.

A premium consultation helps match the right support level to your stage.

THE AGENT FOUNDATION

For professionals who need clean books, tax-ready records, and reliable monthly reporting.

THE ESTABLISHED AGENT STACK

For teams ready for deeper planning, stronger reporting, cleanup, payroll, and strategic financial support.

For established businesses ready for deeper planning, stronger reporting, and more strategic financial support.

Specific tax, entity, payroll, and strategic support depends on your needs, engagement scope, and coordination with the appropriate professionals.

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From early traction to a finance-ready operation

FROM SOLO THERAPIST TO GROUP PRACTICE

We Grow With You As Your Business Grows.

Whether you are closing your first few deals or building a team, FinOpSys gives you the financial foundation to operate with clarity and confidence.

Stage 01 — Solo agent: Organize commissions, expenses, mileage, and brokerage statements so every deal lands in clean books.

Foundation: clean monthly books, commission tracking, brokerage costs, dues, marketing spend, mileage, and quarterly tax visibility.

Categorize activity, reconcile accounts, and stabilize the first reporting rhythm.

Stage 02 — Consistent closer: Add tax planning, cash-flow visibility, and quarterly reviews as transaction volume increases.

Growth: add 1099 vendor tracking, assistant or transaction-coordinator support, monthly review, and clearer cash-flow planning.

Lock in monthly close, payroll coordination, and tax-ready source documents.

Stage 03 — Team builder: Support assistants, referral payouts, contractors, and payroll as the business becomes more operational.

Scale: coordinate payroll, S-Corp planning, accountable plan setup, retirement strategy, and reporting for a growing team.

Add cash-flow, margin, and KPI reporting so decisions are backed by clean data.

Stage 04 — Brokerage-minded owner: Build management reports, entity planning, and finance rhythms for a scalable real estate business.

Layer in planning support, cleanup projects, and strategic financial guidance.

Optimize: use CFO-style dashboards, tax strategy, forecasting, and entity support to manage a mature real estate business.

Human Led

AI Supported

Secure workspace

Secure

Secure workspace

Controlled access

Real People / Real Support

Build a cleaner financial operation for your real estate business.

Spend less time on your books and more time closing deals.

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Income sources

Categorized records

Monthly reporting / tax readiness

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