TrainedBooks
Bookkeeping for realtors

Realtors: your books, closed by the fifth business day.

Quick answer

For realtors, TrainedBooks catches your books up and keeps them clean: a person does the cleanup, using our software. Every bank and card transaction is sorted with a plain-English reason, and you get your real profit and a location-aware tax set-aside (real federal + your state's rates), and prepares a tax-ready package so your tax pro just reviews and files. You review the few flagged items and own an exportable ledger. The diagnostic is free with no card required; a one-time cleanup starts at $1,500 and Keep-Clean at $49/mo, with a 30-day money-back guarantee. It is bookkeeping, not a tax preparer, and it does not file returns.

Last updated: September 2026

Residential and commercial real estate agents earning commission income. TrainedBooks closes your books by the fifth: commission income captured, business costs deducted, and a monthly tax set-aside on that commission so April is calm, plus a packet your CPA can file from.

The problem

Commissions land in big, uneven deposits, you front marketing, mileage, and staging costs, and quarterly taxes on commission income are easy to underestimate.

What TrainedBooks does

TrainedBooks closes your books by the fifth: commission income captured, business costs deducted, and a monthly tax set-aside on that commission so April is calm, plus a packet your CPA can file from.

Built for how a real estate agent actually runs

Commission deposits captured as income, separated from earnest-money pass-through

Marketing, signage, and lead-gen spend categorized for the deduction

Mileage-adjacent costs like fuel and tolls, plus dues and licenses, tracked cleanly

A tax set-aside sized for commission income so estimates aren't a guess

How it works

1

Bring in your activity

Upload a bank or QuickBooks CSV, a statement PDF, or a photo of a receipt.

2

TrainedBooks does the close

Every line categorized with a confidence and a plain-English reason. It learns each correction you make.

3

You get your numbers

Profit, margin, and what to set aside for taxes, plus a CPA-ready packet. You approve; you stay in control.

Bookkeeping for realtors: FAQ

Can TrainedBooks handle uneven commission income?

Yes. Commission deposits are categorized as income with a confidence, so your revenue line is accurate even when checks are large and irregular.

Does it help me set aside enough for taxes on commissions?

TrainedBooks shows a monthly tax set-aside based on your profit and how commission income is taxed, so you're not caught short. It is not a tax preparer.

What about earnest money and pass-through items?

Pass-through and trust-style items are surfaced rather than silently booked as income, so your books reflect what's actually yours.

Close your real estate agent books by the fifth.

Load a sample business or drop in your own statement. No card required.

Run the free diagnostic →

Bookkeeping for other businesses

Free tool: Self-Employment Tax Set-Aside Calculator, to see how much to set aside and your quarterly payments.