Clear books, less stress, and more confidence in business decisions.
Our services keep your financials organized, current, and easy to understand, so you can spend less time worrying about your numbers and more time growing your business.
Clean-up & Migration
We keep your books clean and current:
Services include:
-
Historical cleanup and catch-up bookkeeping
-
Account reconciliation and error correction
-
Identifying missed expenses to save you money on taxes
Whether you are behind on reporting or moving to a more efficient platform,
we help create a clean and reliable financial starting point.
Monthly Bookkeeping
We keep your books current and clean, to help you make better decisions on how to manage your agency.
Services include:
-
Managing day-to-day financial transactions, including commission income, brokerage splits, marketing expenses, mileage, vendor payments, bank and credit card activity, and monthly reconciliations
-
Manage accounts payable (A/P) and accounts receivable (A/R) support, including bill payment, invoicing, and collections coordination
-
Prepare monthly profit and loss statement (P&L), balance sheet, and cash flow statement
Reporting & Compliance Support
Beyond monthly bookkeeping, Myers Bookkeeping prepares and reports key financial information required by state, county, and local agencies. Because we already manage your data, we streamline recurring filings, including:
-
Monthly sales tax reporting to the State Department of Revenue
-
Annual personal property tax filings for inventory and business assets
-
Business license and occupancy tax reporting based on sales activity
-
Annual Secretary of State renewals
-
Financial data preparation for State Department of Labor and payroll reporting
-
Support for U.S. Department of Labor and Department of Commerce reporting, including census requests
Our team ensures everything is accurate, organized, and submitted on time.
Financial Tips That Will Save You Money
Beyond accurate books, we help real estate agents understand what the numbers mean. Our advisory service provides consistent, data-driven insights to support cost control and profitability.
Services include:
-
Cash flow management, budgeting guidance, and KPI tracking
-
Profitability analysis to support stronger business decisions
-
Ongoing financial interpretation and strategic guidance
Led by an experienced team of MBAs and CPAs, we provide executive-level financial perspective without the overhead of a full-time internal department.
Systems & Technology
Efficient financial operations start with the right systems. We provide setup, optimization, and ongoing support to keep your accounting workflows running smoothly.
Services include:
-
QuickBooks Online Accountant
-
Application integrations and add-on support
-
Workflow optimization for efficiency and consistency
Our team helps ensure your financial systems are set up to support both current operations and future growth.
Our firm specializes in bookkeeping and strategic advisory services and does not provide tax preparation or tax filing services. We are, however, happy to work directly with your CPA or tax professional and facilitate the delivery of organized financial records, reports, and any supporting documentation needed for tax preparation and filing.