Bookkeeping for brokers blog

How to Track Commission Income in QuickBooks as a Broker
December 29, 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 23, 2025
Broker Basics

How to Track Agent Commissions in QuickBooks for Real Estate Firms

Struggling to track agent commissions in QuickBooks? This guide walks you through a simple setup for recording closings, calculating splits, and keeping your brokerage financials 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, whether you're in real estate, mortgage, or insurance. Clean up your books and improve 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 so you can see which agents truly drive 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.

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