Strategic Business Support

White-Glove Accounting & Tax for Miami Realtors and Brokers

Precision bookkeeping. Proactive tax planning. A business structure built to support high performance.

For real estate agents, teams, and brokerages who want clean financials, predictable taxes, and a discreet, responsive CPA relationship.

Why choose Greenlight Financial?

Commission tracking structure
Quarterly estimate planning
S-corp evaluation + payroll coordination
Clean documentation standards (mileage, home office, client expenses)

Entity Formation & Business Setup for Realtors

Start with a structure that supports your income and operations.

Guidance on entity choice and tax posture (LLC and, when appropriate, S-corp evaluation)
Formation support and a compliance-ready setup checklist
Business bank/credit card structure aligned to clean bookkeeping
Accounting system setup built for real estate workflows (commissions, referrals, marketing, dues, vehicle, admin)
Advisory on payroll and owner pay strategy (when applicable)

Bookkeeping & Accounting for Agents, Teams, and Brokerages

Clean, reconciled financials that reflect how real estate businesses actually operate.

Monthly bookkeeping and reconciliations (bank/credit cards)
Commission income tracking (closings, referrals, bonuses)
Real estate expense categorization (marketing, staging, dues, licensing, tech stack)
Tracking and organization of referral fees, team splits, and admin support
Monthly reporting package (P&L + cash flow visibility) with clear, executive-level summaries

Tax Planning & Tax Return Preparation for Realtors and Brokers

Tax filing is important. Predictability is better.

Individual and business tax return preparation
Estimated tax planning designed for variable commission income
Self-employment tax exposure strategy (where relevant)
Deduction optimization with clean documentation standards
Multi-state coordination when your business activity crosses state lines

What we handle for real estate professionals

We help clients stay organized around:

Commission timing + quarterly estimates (planning for spikes and slower months)
MLS/board dues, licensing, and continuing education
Marketing and lead generation spend (digital ads, branding, photography, signage, mailers)
Client-related expenses with clean categorization and documentation
Referral fees, commission splits, and team payouts
Vehicle and travel tracking (mileage workflows and documentation standards)
Home office and technology stack costs (CRM, e-sign, transaction management, phone/apps)
Contractor vs employee considerations for admin/ops support (when applicable)

Book a Free 30 Minute Consultation

White-glove process

01

Private consultation

We learn how you operate — solo agent, team, or brokerage — and what you want your numbers to do for you.

02

Setup or cleanup

We build (or correct) your bookkeeping structure so it matches real estate income and expenses.

03

Monthly support + planning

We keep your books current, surface trends, and plan around estimated taxes.

04

Filing and follow-through

Tax returns are prepared from clean books — with consistency and documentation.

Our client’s success is our success

What Our Clients Are Saying

Very satisfied with services received. Second year of doing my taxes with Eddie, and it's always a fast, uncomplicated and seamless process. His communications are to the point and efficient. Grateful for his swift services; he's made tax season a little less stressful for me!

I have worked with Greenlight for 8 years now. I have always been really happy with their service as they are very professional when it comes to delivering their services. Always quick and accurate with their responses. I could not think of a better company to do my taxes.

I am writing to highly recommend Greenlight Financial for their exceptional accounting services. As a small business owner, I have been working with Greenlight for the past 3 years and have always been impressed by their professionalism, expertise, and attention to detail.

We have been using Greenlight Financial for over 10 years now, they have always stayed on top of or 1 step ahead on everything they have done for us, there customer service is good and they're very tentative to your needs both with financial and tax goals.

I have been working with Greenlight for quite a while now and I couldn't recommend them more highly. Their customer service is above and beyond and they always deliver all of our financial reports in a timely manner.

We have been using Greenlight Financial for a few years, they are a great company to work with. Communication is key and they provide great communication. They have a team of professional individuals that assist with all of our tax needs. I highly recommend them if you are looking for a great company that will make you feel at ease during a busy and stressful tax season.

GLF are hands down the most trustworthy people when it comes to accounting services. As an immigrant starting a tech company I have seen the great value that it has been over the years to work with this amazing team. Thank you for all you do. Let more success come your way, team!

Receive a No-Cost Estimate.

Our Location

(305) 860-5970

Common Questions

FAQs

We’ve gathered a selection of frequently asked questions to provide you with quick, comprehensive answers so you know what to expect when switching to Greenlight Financial.

Do you help with entity selection (LLC vs S-corp)?

Yes. We evaluate your income, expenses, and goals, then outline clear options and tradeoffs

I’m newly licensed — should I set this up now?

Earlier is usually better. A clean foundation helps track deductions correctly and avoids costly cleanup later.

Can you work with my current bookkeeping setup?

In most cases, yes — and if it’s not serving you, we’ll recommend a streamlined approach.