Bookkeeping for brokers blog

How to Track Pipeline Revenue Accurately in Your Insurance Agency
January 9, 2026
Broker Basics

How to Track Pipeline Revenue Accurately in Your Insurance Agency

Discover how insurance agencies can accurately track pipeline revenue, avoid inflated forecasts, identify key opportunities & make smarter financial decisions.

How to Track Commission Income in QuickBooks as a Broker
December 17, 2025
Broker Basics

How to Track Commission Income in QuickBooks as a Broker

Struggling to track commissions in QuickBooks? This guide shows brokers how to record gross income, agent payouts, and commission splits with clean reporting.

How to Track Agent Commissions in QuickBooks for Real Estate Firms
December 10, 2025
Broker Basics

How to Track Agent Commissions in QuickBooks for Real Estate Firms

Struggling to track agent commissions in QuickBooks? This guide helps you record closings, calculate splits, and keep your brokerage finances organized.

End of Year Financial Checklist for Brokers
December 3, 2025
Broker Basics

End of Year Financial Checklist for Brokers

A practical year-end financial checklist for brokers in real estate, mortgage, or insurance to clean up books and boost profitability for the new year.

Average Profit Margin for Insurance Agencies
November 28, 2025
Broker Basics

Average Profit Margin for Insurance Agencies

See how insurance agencies benchmark on net profit margin and what you can do to increase efficiency, retention, and long-term profitability.

Real Estate Chart of Accounts Template (2026 Version)
November 24, 2025
Broker Basics

Real Estate Chart of Accounts Template (2026 Version)

Download a free 2026 real estate Chart of Accounts template for brokers. Learn how to structure your accounts for cleaner books and better insights.

Top 3 Accounting Firms for Insurance Agencies
November 17, 2025
Broker Basics

Top 3 Accounting Firms for Insurance Agencies

Discover the top accounting firms for insurance agencies, including Bookkeeping for Brokers, your partner for bookkeeping and fractional CFO services.

How to Analyze Profit per Loan Officer (or Agent)
November 10, 2025
Broker Basics

How to Analyze Profit per Loan Officer (or Agent)

Learn how to calculate and improve profit per loan officer, identify top-performing agents, and make smarter decisions to boost your brokerage’s bottom line.

QuickBooks vs. Xero for Insurance Agencies: Which Software Is Right for You?
November 3, 2025
Software

QuickBooks vs. Xero for Insurance Agencies: Which Software Is Right for You?

Compare QuickBooks and Xero for insurance agencies. Learn which software handles commissions, escrow and compliance best for your agency.

Common Bookkeeping Mistakes Mortgage Brokers Make (and How to Fix Them)
October 28, 2025
Broker Basics

Common Bookkeeping Mistakes Mortgage Brokers Make (and How to Fix Them)

Avoid costly bookkeeping errors in your mortgage brokerage. Learn the most common mistakes brokers make and how to fix them for more accurate books.

The Mortgage Broker Chart of Accounts Explained (2025 Update)
October 21, 2025
Broker Basics

The Mortgage Broker Chart of Accounts Explained (2025 Update)

Learn how to set up a mortgage broker chart of accounts that simplifies your bookkeeping and gives you clear insight into your brokerage’s profitability.

The Ultimate Guide to Setting Up QuickBooks for a Mortgage Broker Branch Model
October 23, 2024
Broker Basics

The Ultimate Guide to Setting Up QuickBooks for a Mortgage Broker Branch Model

Learn how to set up QuickBooks specifically for mortgage brokers operating a branch P&L model, ensuring accurate financial tracking across multiple locations.

How to Set Up QuickBooks Online for Mortgage Brokers: A Step-By-Step Guide
September 20, 2024
Broker Basics

How to Set Up QuickBooks Online for Mortgage Brokers: A Step-By-Step Guide

Set up QuickBooks Online for mortgage brokers with a custom chart of accounts, automated bank feeds, and rules to track commissions, costs, and compliance.

The Top 7 Tax Deductions Mortgage Brokers Should Know to Maximize Profits
September 18, 2024
Broker Basics

The Top 7 Tax Deductions Mortgage Brokers Should Know to Maximize Profits

Discover the top 7 tax deductions for mortgage brokers, including home office, equipment, and marketing, to reduce taxable income and boost profits.

Top 10 KPIs Every Mortgage Broker Must Track for Success
June 12, 2024
Broker Basics

Top 10 KPIs Every Mortgage Broker Must Track for Success

Discover top 10 KPIs every loan officer should track to boost productivity and profitability, including Loan Compensation, Total Loan Amount Funded, and more.

Comparing Broker Compensation Styles: Best Practices for Loan Officer Packages
June 11, 2024
Broker Basics

Comparing Broker Compensation Styles: Best Practices for Loan Officer Packages

Compare broker compensation styles for loan officers and explore best practices for flat fees, high-percentage payouts, and variable commissions.

The Best Accounting Software for Mortgage Brokers in 2024
June 10, 2024
Broker Basics

The Best Accounting Software for Mortgage Brokers in 2024

Discover top accounting software for mortgage brokers in 2024: QuickBooks, Xero, FreshBooks, Zoho Books, & Wave to streamline finances and grow your brokerage.

How to Easily Build a Branch P&L Model in Your Mortgage Brokerage
June 7, 2024
Broker Basics

How to Easily Build a Branch P&L Model in Your Mortgage Brokerage

Discover how mortgage brokers can use a Branch P&L model to create branch-specific financials, boosting transparency, accountability, and growth.

Mastering Mortgage Brokerage Costs: A Guide to Fixed and Variable Expenses
June 6, 2024
Broker Basics

Mastering Mortgage Brokerage Costs: A Guide to Fixed and Variable Expenses

Learn the difference between fixed and variable costs in mortgage brokerage, and discover strategies to manage expenses, boost profits, and grow sustainably.

How to Calculate Loan Officer Commission for Mortgage Brokers
June 5, 2024
Broker Basics

How to Calculate Loan Officer Commission for Mortgage Brokers

Learn how to calculate loan officer commissions using basis points and percentages, understand standard rates, and ensure clear compensation agreements.

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Checkout our latest tips & Tricks

How to Track Pipeline Revenue Accurately in Your Insurance Agency

Discover how insurance agencies can accurately track pipeline revenue, avoid inflated forecasts, identify key opportunities & make smarter financial decisions.

S Corporation vs. LLC: Which is Better for Brokers?

Compare S Corporation and LLC structures for brokers and learn which option offers the right mix of tax savings and flexibility for your growing brokerage.

How to Track Commission Income in QuickBooks as a Broker

Struggling to track commissions in QuickBooks? This guide shows brokers how to record gross income, agent payouts, and commission splits with clean reporting.