If you’re a real estate agent or investor who knows you should be tracking your business finances but dreads opening QuickBooks, you’re not alone.
We built this spreadsheet for pros like you. It’s fast, clear, and actually helpful come tax time. No subscriptions. No bloated features. Just a simple tool to help you stay organized, save money, and feel in control.
You’re not sure what counts as a business expense, so you do nothing.
You don’t have time to learn QuickBooks, or worse, you tried and gave up.
You rely on your bank statements and a prayer come tax season.
You wait until April, then spend hours scrambling for receipts.
You know you’re probably overpaying in taxes, but don’t know how to fix it.
You sheepishly dump a shoebox full of old, yellowed receipts on your accountant’s desk at tax time.
Built by a CPA specifically for Real Estate Agents and Investors!
You run a business. This tool helps you treat it like one, without turning you into an accountant.
Here's what you get:
A downloadable, CPA-created Excel spreadsheet.
Built-in formulas and dropdowns. (no Excel wizardry required)
Simple monthly tracking for income, expenses, mileage, and estimated taxes.
NEW: A laser-accurate Tax Estimator that calculates what you’ll owe throughout the year—including SE tax, QBI deduction, and S Corp-specific calculations.
Automatically tallies totals by month and category, ready for your CPA or tax software.
A clean layout that works on both PC and Mac.
Takes 10 minutes per month to update.
Bonus: Built-in audit trail logic and tips to avoid common tax-time mistakes.
Bonus: Simple video walkthrough of how to use the 10 Minute Bookkeeping Spreadsheet.
Today Just $47
"Literally takes 10 minutes a month."
“Before being a Realtor I was a financial advisor so I felt like I was really on top of bookkeeping, but I started using Dan’s spreadsheets and he really delivers on what he promises. Now my bookkeeping literally takes 10 minutes a month.”
- Rich J.
"Finally on top of my finances"
“I feel like I’m finally on top of my finances. Working in real estate can be so chaotic and unpredictable; Dan’s spreadsheet helped me make it so much more manageable. I’m no longer constantly running around putting out financial fires.”
- Shay S
"The best CE classes I’ve taken"
“Dan’s tax and bookkeeping classes were the best CE classes I’ve taken in a LONG time. He somehow managed to take what seems like boring content and make it incredibly interesting and useful.”
- Darren S
You spend just 10 minutes a month entering numbers, then get back to work
Your income and expenses are already organized when tax season rolls around
You finally understand how much you actually made and where it went
You feel confident answering your CPA’s questions without scrambling
You are no longer blindsided by a surprise tax bill.
You show up to your accountant with clean, categorized records instead of a shoebox of stress
You use the time you saved to focus on clients, marketing, or just catching your breath
And now, it even helps estimate your taxes correctly throughout the year, something most software still gets wrong.
Still not sure what to expect? See the full 24 minute walkthrough/tutorial here (link).
This tool is designed for educational and organizational purposes only and does not replace professional tax or financial advice. While created by a licensed CPA, the 10 Minute Bookkeeping system is not a substitute for personalized accounting, tax preparation, or legal services. Use of this tool does not create a CPA-client relationship. Tax estimates and financial outputs are based on the information you provide and may not reflect your final tax liability. Always consult with your tax advisor or financial professional before making financial decisions.
© 2025 GYFST LLC. All rights reserved.
No part of this system may be reproduced, distributed, or shared without written permission from the creator. Unauthorized use may result in legal action.