The ROI of Good Bookkeeping

Happy Monday Real Estate go-getters! With March Madness in full swing, whether your bracket is still intact or already busted, the excitement is real—and we’re here to match it.

This week, we’re diving into how proper bookkeeping can actually make you money (yep, you read that right!), plus sharing tried-and-true tactics for winning client loyalty.

If you’ve been juggling a dozen deals, you’ll love our quick self-care reminder—because even top producers need to recharge.

Finally, we’ll continue our spotlight on Unreasonable Hospitality, revealing how going that extra mile strengthens relationships for the long haul.

Ready to dribble your way to a winning season? Let’s jump in!

— Steve

ACCOUNTANT ANGLE

Tracking ROI on Expenses & Marketing Spend

Ever wonder if those billboard ads or social media boosts are truly bringing in new clients?

Start by mapping each expense to a specific marketing channel—billboards, postcards, Facebook ads, you name it.

Next, track the leads generated by each channel: how many inquiries turned into listings or sales?

Comparing the cost per lead against the revenue earned is your ROI sweet spot. If a certain ad campaign yields zero closings, you know it’s time to pivot.

Don’t forget to factor in smaller operational expenses, too—like that pricey CRM subscription. If it’s saving you time (and we know time = money), the ROI may be well worth it.

Once you see the numbers in black and white, you’ll spot which strategies deserve a bigger budget—and which can be phased out.

BUSINESS BOOSTER

Cultivating Client Loyalty

Stop chasing new leads 24/7 and start leveraging the goldmine you already have: your satisfied clients.

After a successful sale, keep the relationship warm by sending a “Congratulations on Your 1-Year Home Anniversary” card or sharing tips on local vendors.

Ask for feedback—what did they love about working with you, and where could you improve? Not only does this help you tweak your process, but it also shows you genuinely care about their experience.

Another pro tip: connect them with your trusted network of handymen, landscapers, or interior designers. When clients see you as the go-to resource for all things real estate, they’ll be more inclined to refer you to friends and family.

Nothing beats a glowing recommendation that comes from a place of authentic satisfaction.

COACHES CORNER

Self-Care for Superstars

When you’re juggling open houses, negotiations, and a phone that never seems to stop ringing, stress can sneak up on you. That’s why it’s crucial to pencil in “me time” just like any other appointment.

First, try a quick energy reset—pop outside for a short walk in the fresh air or do a two-minute mindfulness exercise (there are plenty of free apps to guide you).

If you’re feeling bold, block out a weekly “no appointments” afternoon to catch up on personal errands or simply decompress with a good book. Even a 15-minute dance break in your living room can work wonders (no judgment here!).

The goal is to remind yourself that you can’t pour from an empty cup. By prioritizing your own well-being, you’ll have more energy and patience to give your clients top-tier service.

BOOK OF THE MONTH

“Unreasonable Hospitality” by Will Guidara

Continuing our deep dive into Will Guidara’s Unreasonable Hospitality, let’s talk about the ripple effects of going above and beyond.

Picture this: you greet new homeowners with a customized “welcome basket” featuring local coffee, fresh flowers, and a handwritten note about the neighborhood’s hidden gems. It’s a small gesture, but it leaves a huge imprint.

Guidara illustrates how these thoughtful touches can transform one-off transactions into lifelong partnerships. When clients feel genuinely cared for, they’ll not only come back to you for future deals, but they’ll also rave about your services to friends and family. And in an industry where word-of-mouth can make or break a career, that’s a game-changer.

Bottom line: raising your hospitality game isn’t just nice—it’s a savvy business move that keeps on giving.

☝️ Go ahead and click the image to order the book from Amazon ☝️ 

NEWS YOU CAN USE

“More Listings in the Hands of Fewer Agents” — Real Estate News

Why You Should Read: Understanding how top agents dominate certain markets helps you adapt your own strategies and stand out from the competition.

“Existing-Home Sales Accelerated 4.2% in February” — National Association of Realtors

Why You Should Read: An uptick in sales can influence how you price and market listings, as well as what advice you give clients about timing.

“Lower Mortgage Rates Driving Early Spring Home Sales” — HousingWire

Why You Should Read: If buyers are jumping into the market earlier, you may need to adjust your open house schedule and prospecting efforts.

TO-DO LIST

Your Next Move — Turn Insights into Action

✅ Calculate Your Cost-Per-Lead. Pick two marketing channels, track leads vs. closings, and see which one’s worth your money.

✅ Reconnect with a Past Client. Send a quick update or referral, and ask how their home is treating them.

✅ Schedule a “You” Moment. Block off 15 minutes daily or an hour weekly just for self-care, guilt-free.

✅ Add a Memorable Touch. Surprise a new client with something extra that shows you’re going above and beyond.

✅ Review Market Shifts. Check out the articles above to see how rising sales and shifting market dynamics might affect your upcoming listings.