ESTABLISHED BROKERAGES

Reviewing & Reconciling Accounting

Analyzing financial statements
Setup of profit centers and identifying areas of concern
Setup accounting systems for maximum efficiency
Year-end audit preparation
RE Council of BC or CRA audit assistance

Accounting

Provide fully trained personnel to assist with day to day bookkeeping
Full cycle of accounting services provided on or off-site: A/R, A/P, agent billing, payouts, month end reports for Managing Broker to review

Deal Processing

We provide fully trained staff to assist with all aspects of conveyancing: deal entry, document management, communication with lawyers and agents, filing, and commission payouts

Support

Hiring and training staff
Temporary staffing for month end relief
Maintaining systems and providing support during periods of staffing transitions and holiday scheduling
Recommend and implement streamlined procedures to promote reallocation of resources and encourage business development
Provide expert advice and professional services

Marketing

Client data management
Send out letters and brochures