Bookkeeping for brokers blog

Top 3 Accounting Firms for Insurance Agencies
November 20, 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 10, 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 transaction rules for streamlined bookkeeping. Simplify tracking commissions, origination costs, and compliance expenses.

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 to reduce taxable income and boost profits. Key deductions include home office, equipment, and marketing expenses. Maximize savings with these essential tax tips.

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 the top 10 KPIs every loan officer must track to boost productivity and profitability. Learn how to monitor key metrics like Loan Compensation, Total Loan Amount Funded, and more to drive success in your brokerage.

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 learn best practices for flat fees, high percentage payouts, and variable commissions in the mortgage industry.

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