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Testimonial

"I was introduced to Michel Heneen and his team when I was in search of a great accountant capable of handling my complex individual and business needs. Michel has made my life so much easier, especially with regard to business and taxes. He has given me sage advice throughout everything and has guided me through forming a variety of LLCs, setting up a profit sharing plan, and insuring that all my taxes are in order – including navigating through all the correct write-off's to keep me in line with government regulations, yet not over-paying in taxes. His service is unrivaled, his business acumen second to none."
Doug Kincaid, GRI, CRS
RE/MAX of Cherry Creek

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It has truly been a privilege to pioneer an all-inclusive financial service to the Realtor® profession.  It is, after all, the largest profession in the United States (and the world).

Over the years our founder, Michel Heneen, was granted three copyrights, all of which provided significant contributions to the successful work being done with the Realtors' profession: 

         *1994- Financial Freedom for Real Estate Professionals

         *2003- BizCore

         *2007- Successive Systematic Success  (take this system for a Test Drive now!)

We offer a wide range of services to Residential Realtors for every level and type of activity:

  1. Services for starters, top producers and multiple assistance teams
  1. Fix & flip properties
  1. From a conventional system to advanced managerial systems, in order to assist you with determining your ROI (Return on Investment)
  1. For just one service, such as tax preparation or one-time consultation, to all-inclusive monthly service, no matter- we cover all of your financial services needs

In addition to the personal and business tax services that we have customized for the Realtor profession, we also offer:

  1. Training on all aspects of important financial tasks-
    1. Selecting the type of entity for your realty business(i.e. sole proprietor, LLC, corporation, etc.)
    2. Record-keeping, using our exclusive systems mentioned above
    3. True and practical business planning
  2. Monthly, quarterly or annual record-keeping service, which provides you with significant financial indicators such as:
    1. Your financial return on your time and investments
    2. A detailed breakdown of your marketing expenses to avoid overlapping and a nonproductive cost of operations
  3. Record-keeping to produce financial reports for RENTAL activities for you and your clients

A downloadable report is available for you to print and evaluate.  We will be glad to meet with you and convert your information to this managerial report at no cost or obligation to you.

We are pleased to serve all residential realtors in all states.