Starter Close - $125/mo
For a current, one-entity solo-agent file with 0 to 75 monthly transactions and a small, straightforward operating close.
Solo real estate agents - published monthly plans
Monthly QuickBooks bookkeeping for solo real estate agents - with pricing before the sales call.
ClearClose provides monthly QuickBooks Online bookkeeping for qualified solo real estate sales agents. Current, straightforward operating files can follow a published plan by transaction volume; behind, restricted, or complex files get a diagnostic or assessment before work is promised.
Solo-agent operating books
Commission income is only one part of the monthly close.
A solo sales agent can receive commission deposits and brokerage statements while paying MLS and association dues, licensing costs, marketing, software, insurance, education, and ordinary operating expenses. Monthly bookkeeping traces the agreed business activity through the bank, card, and QuickBooks Online accounts in scope.
ClearClose reconciles agreed accounts, records commission deposits and brokerage deductions from supplied records, reviews classifications and owner questions, and delivers applicable reports through the secure portal. The signed scope controls what is included.
A straightforward monthly file can include
- One legal entity operated by one real estate sales agent
- QuickBooks Online and no more than 350 monthly transactions
- Commission deposits and brokerage deductions supported by supplied statements
- Ordinary business bank, credit-card, and owner activity
- No trust, escrow, client, tenant, or property-owner money
- No rentals, property management, brokerage, team-payout, or property-level accounting
Agent fit and pricing
Six non-sensitive facts identify the honest starting path.
No name, email, tax ID, bank credential, closing statement, client record, document, or private property detail is required. This result is a starting path, not an engagement or final quote.
Published monthly plans require
- Current, supportable books
- One entity and no inventory
- No trust, escrow, client, tenant, or property-owner funds
- A solo-agent operating close without rental, property-management, brokerage, team-payout, or property-level accounting
- No more than 350 monthly transactions
Five possible paths
Current, simple solo-agent files route by monthly volume.
Core Books - $199/mo
For the same straightforward fit with 76 to 175 monthly transactions, monthly reports, and the published Core scope.
Growth Close - $349/mo
For the same straightforward fit with 176 to 350 monthly transactions and the published Growth scope.
Books behind or uncertain - $49
Start with the Books Health Check for a written diagnosis before cleanup or monthly service is priced.
Restricted or complex scope
Trust or escrow funds, rental or property-management books, brokerage or team payouts, multiple entities, inventory, or more than 350 transactions require assessment.
Strict scope boundary
Agent operating books are not brokerage, trust, rental, or property-management accounting.
Request an assessment when the work includes trust or escrow reconciliation, client or tenant funds, commission disbursements, team or brokerage payouts, rental properties, property management, depreciation schedules, property-level reporting, multiple entities, or more than 350 monthly transactions.
Closing coordination, deal management, mileage logging, payroll administration, bill pay, invoicing, collections, contractor or 1099 filing, tax preparation, tax filing, setup, and catch-up work are separate unless the accepted scope names them.
What a base monthly plan does not promise
- Per-deal profitability or commission tracking
- Broker, team, or agent payout calculations
- Trust, escrow, security-deposit, or client-money controls
- Rental, investor, property-management, or depreciation accounting
- Mileage substantiation, deduction advice, payroll, 1099, or tax filing
- Tax, audit, lending, or compliance outcomes
See sample deliverablesInspect a fictional diagnostic and monthly close packet.Monthly close detailsSee the recurring reconciliation and reporting workflow.QuickBooks supportReview monthly file support and cleanup boundaries.Books behind?Understand records-first catch-up and cleanup.General bookkeeping calculatorCompare the same volume and complexity rules for another business type.Consultant bookkeepingSee the defined path for independent consultants and small firms.Marketing agency bookkeepingSee the agency-specific fit and pricing path.Meet the ClearClose teamReview the public team, credentials, and Kansas City roots.
Questions owners ask
Bookkeeping answers before you commit.
Which real estate agents fit a published monthly plan?
The clearest fit is a solo real estate sales agent with current books, one entity, QuickBooks Online, no inventory, no trust or escrow funds, no rental, property-management, brokerage, or team-payout accounting, a straightforward close, and no more than 350 monthly transactions.
How are commission deposits handled?
ClearClose can record commission deposits and brokerage deductions from supplied business records inside the agreed monthly close. Per-deal profitability, closing coordination, commission calculations, and payout work require separate assessment and accepted scope.
Can ClearClose reconcile a trust or escrow account?
Not through a published monthly plan. Trust, escrow, client, tenant, and property-owner funds require an assessment because ownership, custody, legal requirements, controls, and reporting must be understood before work is accepted.
Are real estate teams and brokerages included?
No. Team commission splits, brokerage books, agent payouts, and multi-agent reporting require assessment and a separately accepted scope.
Are rentals, investment properties, or property management included?
No. Rental, investor, property-management, security-deposit, depreciation, and property-level accounting require assessment and are not included in the solo-agent monthly plans.
What if the QuickBooks file is behind or uncertain?
Start with the $49 Books Health Check. It provides a written diagnosis before cleanup or recurring service is scoped.
Does the monthly price include mileage, payroll, 1099s, or tax filing?
No. Mileage logging or substantiation, payroll, contractor filing, 1099 work, tax preparation and filing, bill pay, invoicing, collections, setup, and catch-up work are separate unless the accepted scope specifically includes them.
Does checkout guarantee acceptance?
No. Checkout starts onboarding. Work begins after ClearClose accepts the scope, the engagement is signed, payment is active, the secure portal is ready, and required records are available.
Next step
Choose the path that matches the agent business you operate now.
Current, simple solo-agent files can start from a published monthly plan. Behind or uncertain books start with the $49 Books Health Check. Trust or escrow funds, rentals or property management, team or brokerage payouts, multiple entities, inventory, or more than 350 monthly transactions require assessment. Do not send closing records, client records, or financial documents through a public form.
