About Us
Patrick Ames
Founder
Patrick has served as a Market Center Administrator, functioning in a Controller / CFO capacity, overseeing all accounting and bookkeeping operations for the Market Center.
This role included managing daily financial operations, reconciling accounts, tracking income and expenses, coordinating with CPAs, and ensuring financial accuracy, compliance, and clarity across the entire organization.
Patrick is known for translating complex financial data into clear, actionable insight — without the overwhelm. By combining Market Center–level expertise with real-world agent experience, The Closing Ledger helps clients stay organized, tax-ready, and in control of their business finances.
When not working behind the numbers, Patrick is passionate about helping agents build businesses that support both their income goals and their lifestyle.
Brad Souza
Co-Founder
With more than 30 years of leadership experience, Brad Souza brings a disciplined, strategic perspective to The Closing Ledger that helps businesses grow intentionally, sustainably, and with clarity.
Throughout his career, Brad has led large-scale organizations and teams, focusing on operational excellence, performance management, and long-term business health. His expertise lies in building systems driven by key performance indicators (KPIs), using logical analysis and proactive forecasting to guide decision-making and ensure steady, controlled growth — not reactive swings.
What truly sets him apart is his servant leadership approach. He believes strong leadership starts with supporting people, removing obstacles, and creating environments where teams and businesses can perform at their best. This philosophy has shaped his ability to lead through change, scale operations effectively, and maintain a healthy culture alongside financial success.
His calm, analytical approach combined with decades of leadership experience brings balance to The Closing Ledger’s mission: clear numbers, strong systems, and businesses built to last.
about the closing ledger
Real Estate Bookkeeping — From the Inside Out
The Closing Ledger was built by people who truly understand the real estate business — not just the numbers, but the systems, models, and pace behind them.
We’ve worked within Keller Williams Market Centers as a Market Center Administrator, functioning as a Controller / CFO and overseeing all accounting and bookkeeping operations.
That means we’ve lived inside the real estate ecosystem — commissions, splits, operating expenses, reconciliations, and CPA coordination — every single day.
We don’t guess how your business works. We already know.