End-of-year does not have to mean a shoebox of receipts and a frantic week. Most of what an accountant needs is just clean, complete records of money in and out.
The short list
- Income — all commission and any other business income
- Expenses with evidence — receipts and invoices
- Bank statements reconciled to your books
- Vehicle logbook and home office details
- Any asset purchases or sales
The agents who dread year-end are usually the ones doing it all at once. The ones who do not have it handled continuously.
With Realty AI it is handled all year, so end-of-year is a review — not a scramble. Often it is done the moment the year closes.