Commission Keeper Podcast

The Agent’s CFO Playbook: Turn Your Books Into a Business Advantage - Audio Only


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Episode Summary

In this week’s episode of The Commission Keeper Podcast, Cameron Hodge — Marine Corps veteran, licensed REALTOR® in California and Florida, and owner of Super Dad Tax LLC — dives into what it really means to act as the Chief Financial Officer of your own real estate business.

Most agents focus on closing deals but overlook the importance of running their business like a numbers-driven operation. Cameron shares stories from his early days in San Diego real estate, lessons learned from mentors, and step-by-step advice on setting up QuickBooks, separating accounts, and using reporting to make smarter decisions.

Key Takeaways

• Why every agent needs to think like a CFO, even if you’re a solo operator.

• The importance of separating business and personal finances with dedicated bank accounts.

• How to use QuickBooks Online to track income, expenses, and generate meaningful reports.

• What a Chart of Accounts is and how to set it up for real estate agents.

• Leveraging classes (tags) in QuickBooks to track ROI by lead source.

• The CFO rhythm: weekly transaction categorization, monthly P&Ls, quarterly ROI reviews, and year-end reconciliation.

• Common pitfalls agents make with money management — and how to avoid overspending on shiny lead gen strategies.

Resources & Links

• 📩 Subscribe to the weekly newsletter: thecommissionkeeper.com

• 🧾 Learn more about bookkeeping & tax support: superdadtax.com

• 💬 Questions or topic requests? Email Cameron at [email protected]

Closing Thoughts

Being a great agent isn’t just about closing homes — it’s about building a business with staying power. By running your numbers, tracking expenses, and thinking like a CFO, you’ll set yourself up for long-term growth and financial freedom.



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.thecommissionkeeper.com
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Commission Keeper PodcastBy By Cameron Hodge, Realtor® & Tax Advisor for Agents