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FPG-USA Financial Services for
REAL ESTATE BROKERS & AGENTS

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🏘️Real Estate Brokers & Agents

Whether you're running a full-service real estate brokerage or you're a high-volume agent managing a growing team, financial clarity is essential. At FPG‑USA, we specialize in helping real estate professionals take control of their books, maximize profits, and stay tax-ready — without the overhead of in-house staff.


— Richard Kahn, Founder & CFO, FPG‑USA

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1️⃣ Industry Overview

The real estate industry is fast-moving and cash-flow intensive. Brokerages and agents must manage fluctuating income, commission splits, advertising budgets, team member payments, and operational costs — often while wearing many hats.

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Real estate businesses typically operate as:

  • Independent agents or teams under a brokerage

  • Broker-owned companies with W-2 and 1099 staff

  • Multi-agent brokerages with multiple offices

  • Virtual brokerages with cloud-based operations

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2️⃣ Financial Pain Points

We often see real estate clients dealing with:

  • Unclear commission tracking and agent splits

  • Messy books from inconsistent categorization

  • High unreimbursed expenses (marketing, auto, home office)

  • Missed write-offs or underreported income

  • Complex 1099 or contractor issues

  • Gaps between closing dates and revenue recognition

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3️⃣ Common Cleanup Issues

When brokerages come to us, we frequently discover:

  • Income recorded only on deposit, not by property or deal

  • Personal vs. business expenses mixed together

  • Owner draws not properly recorded

  • Unreconciled accounts or missing months of records

  • Multiple agents' transactions co-mingled in one account

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4️⃣ Bookkeeping & Accounting Needs

We support real estate firms with:

  • Monthly QuickBooks Online bookkeeping

  • Reconciliations for checking, savings, and commission accounts

  • Accurate recording of closing income and deal-related expenses

  • Categorization of lead generation, marketing, and office costs

  • Owner distributions and tax planning collaboration

  • Clean financials for quarterly reviews or investor prep

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5️⃣ Strategic CFO Opportunities

When you're scaling or restructuring, FPG‑USA can help you:

  • Set up agent compensation models (splits, caps, bonuses)

  • Analyze profitability by agent or office

  • Budget for recruiting, expansion, or new tech tools

  • Forecast revenue based on deal pipeline

  • Improve cash flow timing around closings and distributions

  • Prepare for audits, acquisitions, or partnership structuring

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6️⃣ Who We Work With

We serve:

  • Boutique real estate brokerages

  • Multi-agent offices and franchises

  • High-volume agents running their own LLC

  • Teams preparing for growth, acquisition, or restructuring

  • Real estate firms expanding to multiple states or markets

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7️⃣ How to Get Started

We tailor our approach to your business model, commission structure, and team setup. Our services grow with you — whether you're just setting up your LLC or managing 50+ agents across offices.

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​​​​​​​​​🚀 Ready to Discuss Your Needs?

Whether you're building a brokerage, improving financial visibility, or cleaning up past years, we're here to help.


👉Click here to schedule your free strategy call with our CFO ›

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Ph:  417-862-4710
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