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Course 10 · 14 lesson outlines

Bookkeeping and Self Employed Clients

Help agents organize their own business finances and understand self employed buyer conversations without replacing accountants or mortgage professionals.

01

Organize Your Real Estate Business

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02

Clean Up the Chaos

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03

Find Recurring Expenses

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04

Understand Where Your Money Goes

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05

Budget Around the Business Plan

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06

Prepare for the Accountant

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07

Self Employed Buyers Are Different

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08

Do Not Tell Clients to Change Their Taxes

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09

Build a Self Employed Buyer Document Checklist

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10

Alternative Mortgage Options

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11

Create Self Employed Buyer Content

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12

Bookkeeping Assistant Handoff

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13

Monthly Business Review

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14

Build the Bookkeeping Project

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