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There are 7 deductions most agents miss — see how much you could save. Download your Checklist now.

Services Designed for Agents & Real Estate Teams

Everything you need to save more, stay compliant, and grow with confidence — handled by specialists who understand how real estate professionals work.

BOOKKEEPING

Clean books. Real-time accuracy. Built for real estate income, expenses and deductions. Monthly bookkeeping that keeps your business current. What’s Included: • Real-time bookkeeping • Monthly reconciliations • Categorization aligned with IRS best practices • Accurate charts of accounts tailored for agents and teams • Clean, organized financials you can trust Outcome: No surprises. No waiting.

TAX PLANNING & STRATEGY

Maximize deductions. Save more. Tax planning that starts before year-end. We look at the whole picture: We don’t wait for April. We build a plan that reduces your tax bill, protects your deductions, and gives you clarity all year long. What’s Included • Quarterly tax planning sessions • Estimated tax guidance • Deduction optimization • Retirement strategy recommendations • Strategic planning for flips, rentals, and investments Outcome: Maximize deductions. Increase after-tax income.

PAYROLL MANAGEMENT

Pay your team on time & stay compliant • Smooth payroll processing with accurate W-2s and 1099s • Guidance on owner draws and state notices • Pay premiums based on actual payroll, not estimates Outcome: Payroll done right without the headaches

COACHING & FRACTIONAL CFO SUPPORT

Start building your wealth with intention • One-to-one coaching to increase profitability and net worth • Support in building budgets, reading financial reports, and making smarter decisions • Step-by-step financial roadmaps to scale with confidence • Fractional CFO services for growth-minded teams Outcome: Build a thriving business with a financial partner at your side

More than accounting. A partner in your growth.

Real estate accounting isn’t just about clean books or filing taxes. You need a partner who can anticipate risks, protect your profit, and help you make smarter financial decisions all year long.

Our services are built to support every stage of your real estate career — from your first commission to growing a multi-agent team.

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Frequently Asked Questions

You might have some questions. Here are answers to the ones we hear most often.

  • Most CPAs are generalists. We specialize in real estate, so we see deductions and strategies they miss.

  • Yes. We support agents and teams in all 50 states, and Washington, D.C.

  • Many clients see savings or cleaner books within 90 days.

  • No. We provide year-round bookkeeping, tax planning, and CFO services.

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WHY ALCHEMY OF MONEY

BUILT BY AGENTS. DESIGNED FOR AGENTS.

We’ve lived it - chaotic books, late nights, gut-punch tax bills. We built Alchemy of Money so agents never have to feel that way again.

 

We speak your language. Commissions, teams, splits, flips, investments — this is our world.

 

We spot opportunities others miss. We help you structure smarter, plan ahead, and keep more of what you earn.

You are never on your own. Every client gets a dedicated account manager who responds fast and solves problems with confidence.

What you get • A partner who thinks like an agent • One-on-one support that’s actually responsive • Real estate expertise, every step of the way • Guidance on teams, splits, and income planning • Hands-on help through major financial decisions

WHY ALCHEMY OF MONEY

We’ve been in your shoes. As former agents ourselves, we know the stress of messy books, surprise tax bills, and unclear cash flow. That’s why we built Alchemy of Money: to give real estate professionals a partner who speaks their language, spots opportunities, and saves them real money. 

 

We also support you with dedicated account managers. You need support that moves with you. Our account managers specialize in real estate and respond quickly to your needs. What’s included?

  • One-on-one support
     

  • Fast response times
     

  • Real estate-specific expertise
     

  • Hands-on help through major decisions
     

  • Guidance for team structures, commission splits, and income planning

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LET'S BRING CLARITY TO YOUR BUSINESS

You deserve accounting that supports your growth, not stress that slows it down.
Get year-round strategy, clear numbers, and a financial partner who truly understands real estate.

 

Every month you wait could cost you $1,250 or more. Book a Discovery Call today and see how much you could be saving.

Download Your Checklist
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