Bookkeeping Services for Real Estate Agents

Focus on listings, not ledgers. Our bookkeeping services for real estate agents cover everything from done-for-you bookkeeping and catch-up to DIY training & support.

 
 

“Done-for-you” Bookkeeping Services

Let us take care of your bookkeeping all year long and sync up with your accountant to prepare your year-end.

  • Categorizing of transactions

  • Creating bills & invoices

  • Reconciling of accounts

  • Running Payroll

  • Filing GST/HST returns

  • Providing year-end preparation support

  • Providing Audit support

  • Providing “On-call” service

  • Providing phone & email support to employees

 
Cleaned up and ready to go financial records
 

Clean-Up Services

Whether you’re a few months or a few years behind on your bookkeeping, we can get you caught up.

  • Getting caught up in categorizing transactions

  • Creating missing bills and invoices

  • Bringing the reconciling up to date

  • Posting any missing payroll bills and payments

  • Filing late or missing GST/HST returns

  • Posting adjusting entries from previous years

  • Reconciling CRA accounts

  • Providing support for preparing past-due year-ends

 
A bookkeeper training a real estate agent best practices to manage her books
 

Consulting & Training Services

You’re more comfortable flying solo, but need a little help? We can customize training to match your needs so you can manage your books confidently. Here are some of the topics we commonly offer training on:

  • How to get started with Xero or Quickbooks Online

  • How to set up your chart of accounts

  • How to create bills and invoices

  • How to reconcile your accounts

  • How to run a payroll

  • How to prepare a GST/HST return

  • Any other training can be customized to your needs

    1-hour training session - $125 CAD

 
A realtor getting on demand accounting tips from a bookkeeper
 

On-Call Membership

If you prefer doing it yourself but would like on-going support, join our On-Call Membership. We’ll be the perfect side-kick; always there when you need us.

  • We offer a monthly On-Call Membership where you can contact us anytime if you have questions or just need some help with your bookkeeping.

    Monthly - $175 CAD