195,689
I have always used QuickBooks. One thing that is nice about QB is that most CPAs are familiar with it. You can export your information and send it to then in that format. If they see your full data file, they might even be able to give you advice on how to do it better next year (recategorizing things, etc.)
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Doug Dawes
Topsfield, MA
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Ron and Alexandra Seigel
Carpinteria, CA
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Karen Climer
Orlando, FL
5,532,826
No clue. When active my accountant did the books. He too, is now retired! Good luck.
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Kathleen Daniels, Prob...
San Jose, CA
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Doug Dawes
Topsfield, MA
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Ron and Alexandra Seigel
Carpinteria, CA
1,632,129
Bookkeeper ✅
CPA ✅
Quickbooks ✅
Referral Maker CRM ✅✅
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Doug Dawes
Topsfield, MA
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Ron and Alexandra Seigel
Carpinteria, CA
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Thomas J. Nelson, REAL...
La Jolla, CA
3,441,240
I fly solo so managing myself and my transactions is easy. No need for software.
No doubt you will get some suggestions from managing brokers. I wish you all the best with this.
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Kathleen Daniels, Prob...
San Jose, CA
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Doug Dawes
Topsfield, MA
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Ron and Alexandra Seigel
Carpinteria, CA
5,774,106
We use Quick books. It is easy and we send it to our CPA. A
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Kathleen Daniels, Prob...
San Jose, CA
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Doug Dawes
Topsfield, MA
1,873,328
That's a lot of agents & biz to track. Can't help you.
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Doug Dawes
Topsfield, MA
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Ron and Alexandra Seigel
Carpinteria, CA
6,740,884
Perhaps Qbooks combined with a transaction program like kw command, skyslope or something similar.
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Doug Dawes
Topsfield, MA
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Ron and Alexandra Seigel
Carpinteria, CA
1,272,429
Best wishes. I know people like QB
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Kathleen Daniels, Prob...
San Jose, CA
421,185
sage is what my broker uses. Started as peachtree accounting, name changed a few years ago.
3,290,103
768,223
2,714,868