Real Estate Professionals


Does accounting have you distracted from what you do best?

Real Estate Brokers are best at selling real estate.  Accounting for those sales (and the commissions that come with them)? Maybe not so much.  But that’s OK.  With our experience as CFO of multiple real estate business entities - management company, brokerage, and investments - we understand the unique challenges of your business.
We can help you navigate the changing landscape in the accounting and tax worlds, leaving you with time to navigate to the closing table.
Give us a look.  Then give us a call for a free consultation on how we can bring more value to your already valuable business.

Accounting for the Real Estate Broker
 Puzzled at Tax Time?
Tax Support Year-Round
Our monthly accounting programs always include looking for your best tax outcome. We're not just there in April, we're there year-round, making sure your records are clean, up-to-date, and ready to go at a moment’s notice.
We can set you up with a subscription to QuickBooks Online (included in our monthly fee), and give you monthly, quarterly, or annual reports (or, with a little training, you can run your own anytime you want.)

When tax time comes, we roll the financial data over into the tax software, and prepare your tax return accurately and efficiently.

Our basic Broker's Package includes discounted tax return preparation.

Click here to learn more, call David at 720-203-3327, or reply to this email for a free consultation and more information about our broker financial services.

But Wait, There’s More…
The Accounting Support a Small Business Needs



On Demand Accountants

Real Estate Investors

Many Real Estate Professionals eventually become Real Estate Investors.  Our unique blend of background in Brokerage, Management, Investment, and Accounting make us uniquely qualified to help you manage your business.



Managing Brokers: Our services make a great enticement to bring in new producers.  We can structure pricing through volume discounts, brokerage co-op, and just about any other structure you can come up with.  In addition, we can provide training sessions to help your brokers reach their full potential in profitability.


 Ongoing Consulting

Help for those Complicated Deals

The goal of our consulting is to help you produce more sales, especially complicated ones.

We'll work with you on 1031 exchanges, helping you work through the numbers and turn you into a financial hero to your clients.



Up to two consultations are included with each annual contract. You'll get a discounted hourly rate for extra consultations.

You can get an ongoing payment stream of referral fees for recommending us to other brokers.