On your consult, we’ll assess where you’re at.
If you don’t need full clean-up, we’ll recommend the right tools and support path — including access to our simple expense tracker and DIY options.
If you do need clean-up, we’ll show you exactly what it would take to get everything handled for you.
Either way, you leave the call with clarity and a real plan.
The call is free and focused on your situation.
We’ll review your numbers, identify what’s working, what’s broken, and what’s missing — and then outline your best path forward.
If we’re a good fit to help you implement it, we’ll walk you through your options.
If not, you still leave with a clear strategy.
Nothing complicated.
If you have recent bank statements, expense lists, or screenshots — great.
If not, we’ll start exactly where you are.
This is for real estate agents who:
Feel behind or overwhelmed with organization & expenses
Want their finances clean and ready to hand over to their tax proffesional
Are tired of guessing and stressing
Want real clarity and to spend less time tracking and more time selling
You’ll receive your clean-up plan and next steps.
If you want help implementing it, we’ll walk you through the service options available based on your needs — from DIY support to full done-for-you clean-up.