Accounting & Advisory Solutions for Realtors

Helping Realtors Boost Profitability, Stay Compliant & Plan for Growth

Current Opportunities

CAAS Director (Client Accounting & Advisory Services Director)

As our CAAS Director, you will lead the strategy, development, and optimization of the firm’s accounting technology ecosystem while helping shape the future of our Client Accounting & Advisory Services division.

This leadership role is ideal for someone who enjoys combining accounting expertise, operational strategy, technology, and client advisory services to create scalable systems that support both client success and firm growth.

Our current technology stack includes:

  • QuickBooks Online
  • ADP & Gusto Payroll
  • Canopy Practice Management

You will play a key role in evaluating, implementing, integrating, and optimizing systems that improve efficiency, reporting, workflow automation, and client experience.

Packages

Monthly fees
starting at		 Tax Only
$250		 Silver
$500		 Gold
$750		 Legacy
$2000
Tax returns preparation
Bi-annual meetings		 Included Included Included Included
Tax Projection* Included Included Included Included
Entity selection - reasonable
comp for S-corp shareholder,
C-corp advantages		 Included Included Included Included
Monthly bookkeeping &
reporting		 Included Included Included
Dedicated Team for
your industry		 Included Included Included
Multi-state and/or
Foreign reporting		 Included Included Included
Payroll forms included* Included Included
Personal financial
planning		 Included
Coordinate with your
attorney		 Included
Succession & estate
planning		 Included
IRS representation - IRS
correspondence & audit
protection (up to 10 hrs)		 Included
Tax Only $250
Included Tax returns preparation
Bi-annual meetings
Included Tax Projection*
Included Entity selection - reasonable comp for S-corp shareholder, C-corp advantages
Silver $500
Included Tax returns preparation
Bi-annual meetings
Included Tax Projection*
Included Entity selection - reasonable comp for S-corp shareholder, C-corp advantages
Included Monthly bookkeeping & reporting
Included Dedicated Team for your industry
Included Multi-state and/or Foreign reporting
Gold $750
Included Tax returns preparation
Bi-annual meetings
Included Tax Projection*
Included Entity selection - reasonable comp for S-corp shareholder, C-corp advantages
Included Monthly bookkeeping & reporting
Included Dedicated Team for your industry
Included Multi-state and/or Foreign reporting
Included Payroll forms included*
Legacy $2000
Included Tax returns preparation
Bi-annual meetings
Included Tax Projection*
Included Entity selection - reasonable comp for S-corp shareholder, C-corp advantages
Included Monthly bookkeeping & reporting
Included Dedicated Team for your industry
Included Multi-state and/or Foreign reporting
Included Payroll forms included*
Included Personal financial planning
Included Coordinate with your attorney
Included Succession & estate planning
Included IRS representation - IRS correspondence & audit protection (up to 10 hrs)

Why Realtors

Choose Hensley CPA Firm, PA

Spend more time closing deals and less time worrying about numbers.

  • Real estate–focused accounting expertise
  • Deep understanding of industry income cycles
  • Personalized service from a trusted CPA team

Core Services

Realtor Bookkeeping & Financial Reporting

Clear financials = less stress & more time for closings

  • Track income, commissions, and business expenses accurately
  • Monthly/quarterly financial statements for better decision-making
  • Commission reconciliation & profit analysis
  • QuickBooks setup & support tailored to real estate workflows

Tax Planning & Preparation

Minimize tax liability and avoid surprises

  • Maximize legal deductions specific to real estate professionals
  • Review past returns to identify missed savings
  • Quarterly estimated tax calculation & compliance
  • IRS support for audits, liens, and notices

Entity Formation & Structure

Right structure = long-term tax efficiency

  • Help choose the optimal business structure — LLC, S-Corp, etc.
  • Entity setup and maintenance support
  • Strategy to reduce self-employment taxes and increase take-home income

Advisory & Business Strategy

Build confidence, not stress

  • Cash-flow forecasting and budgeting
  • Profit improvement planning
  • Financial planning for growth and retirement
  • Close collaboration with your team year-round (not just at tax time)

Specialized Realtor Benefits

Real estate professionals deserve proactive guidance—not just reactive services

  • Real estate–focused accounting expertise
  • Deep understanding of industry income cycles
  • Personalized service from a trusted CPA team

Ready to Feel Confident About Your Finances?

request Next Steps