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.
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.
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
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.