For Real Estate Agents

12-Month Cash Flow Forecaster

Don't let lumpy, unpredictable commissions get you down. Enter your pipeline of deals and your monthly expenses, and we'll show you a probability-weighted projection of your cash position through the closing of your latest deal — so you know exactly when to push, save, or invest.

Current Cash on Hand
Your starting balance — cash in business + personal accounts available to cover expenses.
Pipeline — Deals
0 deals
Monthly Expenses
0 line items
Projected Cash Flow
Add at least one deal and one expense to see your forecast
Probabilities and close dates determine when expected cash arrives. Try a few scenarios.
Take it with you

Get a personalized PDF report of your forecast

A polished, shareable breakdown of your pipeline, expenses, and month-by-month cash position — in your name, ready to download.

Forecasts are probability-weighted projections based on your inputs and are for planning purposes only. Actual results may vary. Elevated Tax & Accounting can help build a real cash flow plan tailored to your business.
How to use this forecaster

Three inputs, twelve months of clarity.

1

Enter your deals in the pipeline

Add each active deal with its expected commission, your probability of closing, and the close date. Be honest with the percentages, that's where the magic happens.

2

List your monthly expenses

Business and personal. Marketing, MLS dues, software, your mortgage, groceries, the works. The forecaster uses these to project net cash, not just incoming commission.

3

Download your PDF report

The chart, the month-by-month breakdown, and the stats land in a branded PDF you can share with your spouse, your bookkeeper, or your CPA.

Quick questions

A few common ones before you download.

Is my information stored anywhere?

Your pipeline and expense numbers never leave your browser. The PDF is generated client-side, no server upload. We do collect your first name and email when you download so we can follow up with helpful resources for self-employed agents. Unsubscribe any time.

How accurate is a probability-weighted forecast?

It's a planning tool, not a crystal ball. The output is only as good as the close probabilities you enter. The value is in seeing the pattern: which months are likely to be lean, which months are flush, and what changes when a key deal slips a month.

Does this forecast cover taxes?

Not yet. This version models gross cash flow before tax obligations. A solid rule for self-employed real estate agents in Montana: set aside 25-30% of every commission for federal + state + self-employment tax. If you want a tax-aware plan tailored to your numbers, book a call with Andrew.

Could I save more by electing S-corp status?

Quite possibly, if your net profit is consistently above $50,000-$60,000. Try our S-corp calculator to estimate the savings, then talk through whether the timing makes sense.

Want help applying this?

Turn the forecast into a real plan.

A forecaster shows you what's coming. A CPA helps you act on it: when to set aside cash for taxes, when to fund a retirement account, when an S-corp starts making sense. Andrew works with Montana real estate agents year-round, not just in April.

Book a 20-min call