Ready to Make QuickBooks Work For Your Brokerage Finances?
Let’s face it, keeping up with your books as a real estate broker can feel like a full-time job (on top of your actual full-time job).
If you’re tired of second-guessing your numbers, stressing over trust accounting, or just trying to stay afloat then this course is made for you.
No complicated software. No endless trial-and-error. Just a proven system built for brokers like you, using tools you already have.
Get your finances in shape, without the burnout.
Why Real Estate Brokers Need Their Own QuickBooks System
Real estate accounting isn’t like other industries.
You’re not just tracking income and expenses—you’re managing agents, commissions, referrals, trust accounts, listings, deadlines, audits and still expected to grow your business.
QuickBooks can handle all of it—but only if it’s set up the right way for your brokerage.
This book shows you how to do just that.
This isn’t just about staying organized. It’s about growing your profit.
When your finances are clear, you can finally answer questions like:
Which agents are driving your revenue?
Are your vendors giving you real value?
Where is your cash going each month?
This system turns QuickBooks into your secret weapon — not just for survival, but for scale.
How I Went From Overwhelmed Mom to QuickBooks Mentor for Brokers
Hey, I’m Gita Faust.
Like many of you, I didn’t start with a perfect system. I was a stay-at-home mom rebuilding after illness, just trying to earn more while having flexibility. Then a client asked me something simple but powerful:
“Can you help tailor QuickBooks for real estate?”
That one question changed everything.
I found a huge gap in the market—and filled it. Over the years, I’ve built a system that real estate professionals can actually use—without hiring a team of CPAs or wasting hours on YouTube tutorials.
Now, I’ve put everything I know into this book—for you.
Everything You’ll Be Able to Do with QuickBooks (Once It’s Set Up Right)
- ✅ Monitor commissions, royalties, and brokerage fees
- ✅ Manage escrow and trust accounts
- ✅ Store critical documents
- ✅ Generate reports on agents, franchises, and sales
- ✅ Always be audit-ready
- ✅ Stay on top of closings and deadlines
- ✅ Automate bills and payments
- ✅ ...and so much more
What You’ll Get Inside the Book
Let’s skip the fluff, here’s exactly what you’ll master once you dive into this hands-on DIY guide, designed especially for real estate brokers who want full control over their finances using QuickBooks (without hiring a full-time bookkeeper).
01. Setting Up Your QuickBooks File the Right Way
No more messy charts or missing categories. Learn how to customize your file setup, Chart of Accounts, and item lists specifically for a real estate brokerage.
02. Agent Management Made Simple
Easily monitor agent sales, track commissions, and generate accurate 1099s, all without spreadsheets or complicated workarounds.
03. Client Transactions
Track client deposits, sales and balances to ensure every transaction is properly recorded and reconciled.
04. Step-by-Step Workflows You’ll Actually Use
No guesswork. Just proven, repeatable daily, weekly, and monthly accounting steps that keep your books clean and audit-ready.
05. Real Estate Specific Bonus Strategies
Learn the exact systems I use with clients to track commissions, closings, and agent performance, all with less manual effort.
06. Stress-Free Trust Accounting
Get clear on how to manage trust accounts correctly so you stay compliant, avoid penalties, and impress during an audit.
07. Stay on Top of Vendors & Bills
Learn how to record, organize, and track vendor bills/payments so you never miss a deadline or double pay again.
08. Use Reports That Actually Mean Something
Customize over 50+ useful reports and more importantly, learn how to read and use them to grow your business.
09. Watch & Learn with Included Training Videos
Need a visual walkthrough? No problem. Use our video library to implement what you learn step by step.
You don’t need to figure this out alone. We’ve already done the work for you.
📋 Checklists to stay on track
💬 Access to an online community of brokers
💻 Ready-to-use QuickBooks files and templates
🎥 Video walkthroughs for every key setup step
Learn from My Experience (So You Don’t Waste Time or Money)
When I started out, I trusted the wrong people. Spent money on systems that didn’t work.
That’s why I’m so passionate about giving you a shortcut.
- ✅ No CPA? No problem.
- ✅ No bookkeeping background? Doesn’t matter.
- ✅ No time? That’s exactly what this system saves.
If you’re ready to run your business like a real CEO, this is your moment.
Success Stories From Our Community
Hiring a full-time bookkeeper could cost $3,000+ per month. A CPA for tax season? Another few grand.
Why not take control of your own numbers and keep that cash in your business?
This book is a tiny investment that pays off in peace of mind and real profit.
Let me show you exactly how to manage your finances like a pro—with confidence.