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

PROGRAMS
We have staff trained on the following programs: