Owner & Principal Financial Reporting
The monthly read owners actually need
More than a year-end P&L: a monthly view of profitability, revenue by line and by producer, and trust health — the numbers owners need to run the brokerage and to satisfy a lender or buyer.
What you get
- Monthly profit & loss and balance sheet
- Trust position dashboard
- Revenue by line of business and by producer
- KPI pack and budget vs actual
- Lender- and acquirer-ready statements on request
What changes for your brokerage
- A clear monthly read on profitability and cash
- Revenue visible by line of business and by producer
- Trust position tracked on a dashboard, not in your head
- Budget vs actual that flags problems early
- Statements ready when a lender or acquirer asks
The CPA who builds your file knows brokerage accounting
BrokerLedger is CPA-led and works inside Applied Epic. Our services are shaped by how a brokerage's books actually move — agency bill versus direct bill, commission income, producer compensation — not what a generic small-business bookkeeper assumes.
Book a discovery call
Tell us about your brokerage and we'll walk you through exactly how we can help. No pressure, no obligation — just a straightforward conversation.
Get in Touch
Have a question? We typically reply within one business day.