At Real Estate Agent Solutions, we offer professional financial management services built specifically for Keller Williams agents—designed to help you increase profitability, make informed decisions, and build true wealth.
Our services are grounded in the Millionaire Real Estate Agent (MREA) models, the KW Chart of Accounts. Led by a previous MCA with over 25 years of bookkeeping experience. We provide personalized, strategic support that gives you peace of mind and a clear financial picture—all while freeing up your time to focus on listings, clients, and growth.
KW agents are entrepreneurs—and like every successful business owner, you need strong financial systems. Here’s what most agents face without support:
- Unclear budgeting and expense tracking
- Scrambling at tax time without clean books
- Difficulty calculating ROI on lead generation or marketing
- Inconsistent profit—even when production is high
- No clear financial strategy for scaling their business
We’re here to change that. You deserve clarity, confidence, and a plan.
Built on proven systems, the Economic Model in the MREA gives agents a powerful financial roadmap:
- Sets your appointment and unit targets to meet your GCI goals
- Uncovers conversion gaps and performance opportunities
- Keeps your business focused on profitability first—not just production
- Aligns your budget with MREA’s 30/30/40 rule
- Offers accountability benchmarks for individuals and teams
- Informs smarter financial decisions with predictive clarity
Empowers you to scale confidently with a strategic growth model
All plans follow KW’s MREA Chart of Accounts for consistency, tax readiness, and scalability.
✔ MREA Setup – $225 (One-Time)
New agent? Need a fresh start? Build your foundation right with an MREA-aligned setup.
- Chart of Accounts configuration for your accounting system
- Prior year P&L evaluation using the 30/30/40 model
- Budget creation using MREA’s Economic Model
- Profit Goal Calculator setup inside Command
✔ Monthly Bookkeeping – $200/month
Stay current and compliant with reconciliations and categorized reporting.
- Reconciliation of business bank accounts
- Income & expense categorization by MREA standards
- Market Center Ledger categorization
- Commission income tracking by deal type
- Monthly P&L and Balance Sheet statements
✔ Monthly MREA Bookkeeping – $400/month
For agents serious about profitability and scale—built on the full MREA Economic Model.
- Everything from the Monthly Bookkeeping plan PLUS:
- MREA-aligned Chart of Accounts setup and management
- GCI-based budget creation to control Operating Expenses
- Monthly 30/30/40 P&L analysis to monitor profit margins
- Command Profit Goal Calculator setup and review
- “Know Your Numbers” dashboard:
- Annual business expenses
- Avg. commission/fee
- Listings/buyers sold
- Lifestyle-Investment-Debt goal calculator
- Quarterly Review of your Economic Model and KPIs
✔ Business Planning Prep – $125 (One-Time)
Get ready to plan a high-performing year. Ideal before your Business Planning Clinic.
- Lifestyle-investment-debt calculation to define your GCI target
- “Know Your Numbers” financial worksheet
- GCI-based expense budgeting aligned to MREA models
- Annual Billing Discounts
- Team Plans for groups or agents with admin support
- Custom add-ons for profit coaching, hiring evaluations, and automation setup