We Help Real Estate Team Leaders Stop Stressing About Financials, So They Can Grow Faster
Your business is growing. You’re closing deals. Your team is active. But when you look at your financials... Something feels off.
Maybe your bookkeeper is keeping everything organized for taxes.
But when you ask questions like:
“Why are our margins shrinking?”
“Which agents are actually profitable?”
“Where is our cash going each month?”
“Are we running this business efficiently?”
You don't get clear answers.
Trusted By Top Agents and Teams Nationwide
Many Real Estate Teams Reach A Moment Where They Realize:
Their current financial setup was designed for a much smaller business.
Maybe it worked when:
You were a solo agent
You had 1-2 assistants
Your team was doing $10M-$20M per year
And you start running into problems:
Your bookkeeper and accountant don’t seem aligned
Your reports don’t reflect how your team actually operates
You can’t quickly tell which agents are profitable
You feel like money is leaking somewhere, but you can’t pinpoint where
Eventually you reach the point where you think:,
“I need someone who actually understands real estate teams.”
If Your Financial Systems Stay The Same, The Problems Tend To Compound
You keep scaling the business... but profitability stays unclear
You don’t know which agents or activities actually drive profit
Your margins shrink and you can’t identify why
Tax season becomes stressful and reactive
You spend hours trying to interpret reports that don’t mean much
You can be doing $25M, $100M, even $200M in sales volume and still feel like you're flyingblind financially.
We Simplify Your Financial Operations, So You Can Run YourTeam With Confidence
At Agent CFO, we help real estate teams turn messy or confusing financials into clear, reliable numbers you can actually use.
Instead of guessing...
You know exactly:
Where your team stands financially
Which agents contribute real profit
How your margins compare to other teams
What decisions will actually improve profitability
And most importantly:
You get your time and attention back to focus on the parts of the business that actually growrevenue.
Once Your Financial Systems Are Set Up Correctly, Everything Gets Easier
You gain:
Clear visibility into your business performance
You know exactly how the team is performing financially.
Reliable numbers you can trust
Your reports finally match the reality of your business.
Clarity about agent profitability
You can see which agents are driving real value.
Better decision-making
Hiring, splits, expansion... all backed by real data.
Less stress at tax time
Your accountant gets clean, organized information.
Peace of mind
You know where the business stands every month.
Here’s How We Do It:
1: Financial Cleanup
If your books are behind or messy, we fix that first.
Many clients come to us after months (or even years) of incomplete bookkeeping.
That’s not a problem.
We can often rebuild clean financials in days, not months.
This immediately gives you a reliable starting point.
2: Financial Structure
Next, we structure your financial system around how real estate teams actually operate.
That includes:
Chart of accounts optimized for teams
Agent performance tracking
Profitability insights
Clear monthly reporting
Your numbers start telling a story you can actually understand.
3: Ongoing Financial Clarity
From there, we maintain your financial systems and provide ongoing support.
You always know:
Where your business stands
What’s improving
What needs attention
And when questions come up, from your accountant, your coach, or your team, you havesomeone who can interpret the numbers quickly.
Our Clients Say Things Like:
Who Runs Agent CFO?
I’m Michael Kilner.
I’ve been in the real estate industry since 2013.
Before building Agent CFO, I actually worked inside real estate teams myself.
I’ve been:
A listing manager
A director of operations
A team leader running a team that did over $60M in annual sales volume
Clear monthly reporting
So when a client explains their business...
I already understand it.
Over the years I’ve also reviewed the financials of thousands of agents and teams, which means I know what successful real estate business models actually look like.
Our team “gets” what it takes to run a successful real estate team.
We understand:
Real estate team economics
Agent splits
Team profitability
Brokerage models
Growth challenges
That experience lets us go beyond basic bookkeeping. We help you interpret the numbers in the context of how successful real estate teams actuallyoperate.
Is This A Good Fit For You?
Typically our clients:
Run teams doing $25M-$200M in annual sales volume
Are growing and need better financial visibility
Want reports that actually help them run the business
Value having a financial partner who understands real estate
Clients usually come to us when they’ve “outgrown” their current bookkeeper and are ready forreal financial clarity and strategic insight.
Start With A No-Cost Consultation
If you’re unsure whether your current financial setup is working for you, we’ll review it together.
During the call, we’ll:
Look at your current bookkeeping and reporting setup
Identify where your numbers may be misleading or incomplete
Show you how other successful real estate teams structure their finances
Outline the fastest way to improve your reporting and visibility
Book Your Consultation Below
Let’s turn your financials into something that actually helps you grow,instead of holding you back.