for brokerages
New Year, New Financials
How to Use Your Books to Fuel Brokerage Growth
By Jeremy Millar, CEO
Bookkeeping For Brokers
Most brokers want a business that either gives them freedom or supports big growth. But too many are stuck in the middle, unsure why their numbers never seem to tell the full story.
This webinar shows you how to use your bookkeeping and financial reports to finally understand what’s working, what isn't, and what needs to change in 2026.
join us on january 20th, 2026
12:00pm PST
(Even if you can't make it, go ahead and sign up. We'll send the full replay after the call.)
Learn the foundation of great accounting
Good accounting is simply the interpretation and communication of financial information, and bookkeeping is the process of organizing it. When you understand the basics, your numbers finally start to make sense.
Understand the five buckets that run your business
Every broker’s financial story fits into five categories: assets, liabilities, equity, income, and expenses. Once you see how they work together, your books stop feeling overwhelming.
Turn your P&L into a decision-making tool
Your P&L tells you how much you’re earning, how much you're spending, and how much you're keeping. When set up correctly, it becomes essential for budgeting and controlling costs.
Build a forward-looking plan you can trust
With the right numbers (Average Loan Comp, Average Units Funded, and direct input costs ), you can project revenue and build realistic financial goals for the year ahead.
“Jeremy actually explained my numbers in a way that helped me make decisions. I walked away knowing exactly what to fix in my brokerage. Thank you!"
book your seat 👉This session is for you if...
You want clarity, not confusion
If your books feel like a puzzle you’ve never been taught how to solve, this session gives you a clear framework for understanding your financials.
You want to use your numbers to grow
Whether you're aiming for stability or scaling aggressively, your financial story is the roadmap that gets you there.
You want financial stress off your shoulders
Great accounting fuels growth and reduces stress. This webinar shows you how to get there.
