The training
Educational only. Take every specific to your own accountant.
The misconception
Your CPA almost certainly does handle it, in the sense that the return is correct and filed on time. That is compliance, and it is the job they were hired for.
Compliance describes a year that has already happened. Nobody in that arrangement is looking at the year in front of you, deciding what to track, or telling you in September that something should change. That job is usually vacant.
The mechanism
Four things are true of almost every agent and of almost nobody with a paycheck.
Money arrives whole. Whatever is owed is owed later, from a balance that has usually been spent.
Three closings in March and none in July is normal. Planning against an average you never actually experience is how agents get caught.
Most agents are treated as independent contractors and are running a small business whether or not they think of it that way. Businesses have obligations and options that employees do not.
Mileage, meals, home office, subscriptions, equipment, education. Not because agents are careless, but because nobody set up a system on day one.
Some choices about how a business is structured or how money is set aside can only be made inside a window. Missing the window is not recoverable by filing carefully.

What changes
It is in how the income arrives, when it arrives, and what it arrives as. That is a structural question you answer once and benefit from every year afterwards, and almost nobody answers it in the year it would have mattered most.
Nothing here is tax advice. It is the list of things worth asking a professional.
Straight answers
General information, not advice. Every one of these has an answer that depends on your situation, your state and your year.
The honest answer is that the category list is less important than whether anything is being recorded at all. Agents lose far more to untracked spending than to categories they did not know about.
There is no useful average, because it depends on structure, state, income and what was planned. Anybody quoting you a single number is guessing.
With a professional who works with commission income. The more useful question is who is talking to you in the months before filing.
Sometimes, at some income levels, in some states. This is exactly the kind of question that needs a person looking at your numbers rather than a webpage.
Before December, and ideally quarterly. By the time a return is being prepared, most of the decisions have already been made for you.
Bookkeeping, expense tracking, tax strategy conversations and profit planning, built for commission income. It does not replace your own CPA and it is not us giving you tax advice.
What we hand you
This is one of nine pieces. Here is what the back office alone costs if you go and buy it.
| Included | Bought separately |
|---|---|
| Bookkeeping built for commission income | |
| Expense tracking that actually gets used | |
| Tax strategy conversations during the year | |
| Profit planning against a lumpy income | |
| Accounting and tax support, all of the above | $3,600 a year |
What is actually handed over
This training covers one of them. The rest arrive on the same day, whichever of the two routes you take in.
CRM, automations, follow up campaigns and templates, configured around how you actually work rather than handed over as a blank account.
Voice and text follow up that keeps engaging new leads and keeps conversations moving outside business hours.
Expired listings, FSBOs, Google, direct mail and database marketing, so the whole business does not rest on one source.
Landing pages, lead capture and automated campaigns, connected to your CRM, with the implementation done rather than described.
A recognizable personal brand on YouTube, Instagram, Facebook and TikTok, and what to make so it turns into conversations.
Conversion, prospecting, appointment setting, listing presentations, objection handling and database reactivation.
Weekly coaching and direct access to agents, brokers and team leaders who are actively running real estate businesses right now.
Hiring, onboarding, delegation, performance tracking and the structure to grow past your own production.
The reason this matters
The most common reason agents adopt anything new is no longer closing more deals. It is saving time, by a wide margin, and it moved there fast.
That is worth saying plainly, because it reframes everything above. The point of a system is not that it does the job better than you would. It is that it does the job on a Tuesday when you are at a closing, and again on Sunday when you are not working at all.
The two ways in
The first option exists so you can check that the second one is worth something.
Option one
$1,997 a month
Keep your license at your current brokerage. Real clients pay this every month, which is what makes it a product rather than a decoy.
Option two
$0 a month
The $1,997 is waived for as long as you are partnered. There is no additional NXTGEN commission split.
Before you ask
eXp is a cloud brokerage. There are no offices to pay for, so part of what a traditional brokerage spends on rent and middle management goes back into the model. Some of that is revenue share, which is how our organization funds coaching it would otherwise have to charge for.
Two things worth being straight about. Revenue share is not passive money, and it pays nothing at all until specific things are true. We wrote all of it down rather than hand waving at it.

Where this goes next
Everything above works on its own. What it cannot do is tell you which piece to start with given what you sell, where you sell it and how you actually want to spend a Tuesday. That is the only thing the call is for.
If you are not booking yet
Most people who read one of these are not ready for a call, and that is fine. Everything below is already open, and none of it asks you for anything.
Three of our weekly calls are open to anyone. Listen to a whole one, say nothing, and leave when you want.
02Three membership levels with the numbers printed on the page. You do not have to ask a person for the price.
03How revenue share actually works at eXp, including the parts of it that usually get oversold.
04The agents, the markets they work, and what partnering looks like on an ordinary week.
Keep going
Each one is free, written out in full, and takes about ten minutes to read.
Finished the training? Bring it to a thirty minute review.
Book the review