Your Trusted Financial Partner for Real Estate Service Success
Financial Clarity, Tax Efficiency, and Sustainable Growth for Real Estate Service Professionals
As a real estate service provider—whether you’re a realtor, broker, interior designer, contractor, HVAC specialist, or construction firm—you play a critical role in driving the industry forward. But balancing client demands with the financial complexities of your business can be overwhelming. At Gilmer Ferretti, we specialize in helping service providers like you overcome these challenges. By focusing on your financial health, we empower you to grow, optimize, and thrive in today’s competitive market.
What We Know About You
Your Challenges:
- Managing project-based income and expenses while staying profitable.
- Balancing day-to-day operations with long-term growth planning.
- Staying compliant with tax laws while ensuring you’re not overpaying.
- Finding time to focus on strategic financial planning amidst the demands of running a service business.
Our Perspective:
We know that as a real estate service provider—whether you’re selling homes, staging properties, or managing projects—your business operates at the intersection of precision and creativity. You deserve a partner who understands both the unique opportunities and financial hurdles you face—and who can deliver solutions tailored to your success.
Common Problems You Face (and How We Solve Them)
Tax Complexity
- The Problem: Navigating tax deductions for vehicles, tools, marketing expenses, and project-based costs, while ensuring compliance with shifting tax regulations.
- Our Solution: We design tailored tax strategies that leverage industry-specific deductions and credits, keeping more of your money in your business and reducing liabilities.
Inconsistent Cash Flow
- The Problem: Real estate service projects and sales often come with unpredictable payment cycles, making it hard to manage operating costs and reinvest in growth.
- Our Solution: Through precise cash flow management and forecasting, we help you maintain liquidity, meet payroll, and plan for big investments with confidence.
Outdated or Incomplete Financial Records
- The Problem: Inaccurate or incomplete bookkeeping can lead to missed opportunities for tax savings and confusion about your business’s true financial health.
- Our Solution: We provide expert bookkeeping services to keep your financial records accurate, compliant, and ready for growth. Clean books are the foundation of every strong tax and financial strategy.
Inefficient Business Structures
- The Problem: Operating under the wrong entity type (e.g., sole proprietorship or partnership) can leave you exposed to unnecessary taxes and liabilities.
- Our Solution: We guide you in selecting and optimizing the right business entity—whether it’s an LLC, S-Corp, or other structure—to maximize tax benefits and set you up for scalable growth.
Being Bankable
- The Problem: Securing financing and demonstrating credibility to lenders can be challenging without clean, organized financials or clear growth plans.
- Our Solution: We help make you bankable by maintaining accurate, structured books and providing advisory support on when and how to approach financing. Our insights position you to secure funding at the right time and maximize your investment opportunities.
Our Services for Real Estate Service Providers
- Tailored Tax Optimization: We ensure your tax strategy aligns with the unique needs of your business. From maximizing deductions for tools, vehicles, and marketing expenses to optimizing project-based cost allocations, we work to reduce your tax burden and boost profitability.
- Accurate and Reliable Accounting: Our team handles your bookkeeping and financial reporting, ensuring your records are always accurate, up to date, and ready to support smart business decisions.
- Business Entity Structuring: We help you choose the right entity type and ensure it’s optimized for tax efficiency, liability protection, and future scalability. Whether you’re just starting out or restructuring for growth, we’ve got you covered.
- Financial Planning and Management: Using tailored profit forecasts and cash flow tools, we empower you to plan for expansion, purchase new equipment, or take on larger projects without financial strain.
Limited Spots Available
To provide personalized attention to each client, we limit the number of strategy sessions we offer each month. Don’t miss out on this opportunity to take control of your financial future.
Client Testimonials
Tax Liability Reduced by:
$21,000
“I don’t know what I would do without the Gilmer Ferretti Group.”
Roy B., Realtor
Tax Liability Reduced by:
$62,000+
“Wiped off my entire tax liability while helping me save for retirement."
Tomoka K, Engineer
Our Process: A Partnership Built Around Your Success
Step 1
Schedule Your Strategy Session
Book a free consultation to discuss your goals and challenges.
Step 2
Get a Customized Financial Plan
Receive a step-by-step strategy tailored to your business needs, covering tax, cash flow, and growth strategies.
Step 3
Seamless Implementation
We handle all filings, financial reports, and ongoing support so you can focus on your clients.
Step 4
Stay on Track with Regular Check-Ins
We conduct quarterly reviews and are available on call to adjust your plan as your business evolves.
Take Control of Your Business’s Future
Ready to stop stressing about finances and start focusing on growing your business?
With Gilmer Ferretti, you’ll gain the confidence and clarity to achieve your goals.
Take the First Step to Financial Success Today
