Who we serve

Real Estate Teams

See what your team really keeps after splits, fees and costs, and know what to change to keep more.

Book an intro meeting Free 15-minute call
Your lead sources, rankedExample
15
Paid online leadsPortals and ads
21
ReferralsFrom past clients and partners
32
Past clientsRepeat business
43
Open housesBuyers met at listings
54
Sign and walk-in callsFrom listing signs

Your biggest lead source may not be your most profitable one. Tap “After lead cost” to see the order change.Ranked by what each source leaves the business after splits and the cost of the lead.

  • 15minThe first call. Tell us how the team is set up.
  • 12monthsOf production reports we review in the diagnostic.
  • 1feeOne fixed monthly fee, agreed in writing.
Four decisions

Four decisions every team leader makes.

Most team leaders have never been shown these numbers. Pick a decision.

Decision 01

What split can you offer?

Offer too little and the agent goes elsewhere. Offer too much and you buy production that costs more to service than it brings in. The answer depends on deal mix and service cost.

The number we buildCompany dollar per agent, by deal side
Listing side
Buyer side
Example. No amounts.
Decision 02

When can you afford the next hire?

A coordinator, an ISA or admin help. It comes down to what you keep per deal and how many more deals the hire makes possible.

The number we buildWhat you keep per deal
Deals now
Deals with the hire
Example. No amounts.
Decision 03

Can you step back from production?

Your own deals carry little split. Take them out, add a fair salary for the job you do, and what is left is the business.

The number we buildThe business without your deals
With your own deals
Without them, plus a fair salary
Example. No amounts.
Decision 04

What should you pay yourself?

Salary, dividends or a mix. It depends on what the corporation earns, your personal situation and your RRSP room. Decide it once a year, on purpose.

The number we buildYour pay mix for the year
Salary
Dividends
Example. No amounts.

These questions are hard only when the books are not built to answer them. We build them to answer.

Book an intro meeting
The bottom half

Measure your costs against company dollar.

Most reporting tracks the top: agents, listings, gross commission. The answers to the four decisions sit lower down. We join your brokerage production data to the books and reconcile them every month.

  • More agents is not the same as more profit.Recruiting
  • Your largest single cost.Agent splits
  • The only money you control.Company dollar
See how production reporting works
Your marketing budgetExample

Measured against gross commission, it looks small.Measured against the money you control, it is a large share.

Book an intro meeting Free 15-minute call
What you get

What you get, and when.

One firm keeps the books, runs payroll and files the tax. So the numbers match everywhere.

Every monthThe monthly close

  • Books built around splitsSet up for deal sides, closed every month and matched to your brokerage production reports.
    Accounting
  • Production reportingCompany dollar by deal side, cost per closing, and your own production shown on its own.
    Production reporting
  • A CFO report that ends in decisionsTen minutes to read, in plain language. It ends with the two or three things in front of you this month. Plus a working session every quarter.
    CFO reporting

Every pay runPayroll

  • Payroll for everyone you payStaff, Canadian contractors and assistants overseas, such as in the Philippines or India. You approve, we file.
    Payroll

On each due dateTax

  • Corporate and personal taxT2, T1, GST/HST and instalments, prepared by the firm that keeps the books. So they match.
    Tax

When your bank asksLender statements

  • Statements ready for your lenderCompilation engagements from the books we already keep. You can send them the same week.
    Compilations
Who this page is for

Is this you?

You lead a team with agents on splits or staff on payroll.

A solo agent or a PREC?

We work with you too. This page is written for teams.

See the page for agents and PRECs
  • You lead a team with agents on splits or staff on payroll.
  • You know your gross commission to the dollar, but not what the business kept.
  • You have a bookkeeper and a tax accountant, and you still want a clear answer by June.
  • Your lender or brokerage wants proper statements.
  • You want to step back from producing and need to know the business can run without your deals.
How we start

From first call to a monthly rhythm.

Four steps. You see a written picture and a fixed price before the monthly work begins.

  1. 115 minutes

    The call

    Tell us how the team is set up and where your numbers come from.

    You getWhat we would look at first
  2. 21 to 2 weeks

    The diagnostic

    We review 12 months of production reports and profit and loss.

    You getA written picture, benchmarks and a fixed monthly price. The report is yours either way.
  3. 3First 60 days

    The rebuild

    We rebuild the chart of accounts, clean up the history and connect your production data.

    You getBooks that answer the four decisions
  4. 4Every month

    The monthly rhythm

    Books closed, a ten-minute CFO report, a quarterly working session and tax filed on time.

    You getNumbers you can act on each month
Book an intro meeting
Step 1 is a free 15-minute call.
Questions we get asked

Questions from team leaders.

How big does my team need to be?
Teams from about $2M in commissions get the most from monthly reporting. Smaller teams get quarterly reporting.
Which brokerages do you work with?
All the major ones, including eXp, Keller Williams, RE/MAX, Royal LePage, Century 21 and Coldwell Banker. In the first month we map your brokerage’s export format.
Are you local, or do you work remotely?
Our office is in Kitchener, Ontario. We work with teams across Canada. The work runs through a secure portal.
I already have a bookkeeper. Do I replace them?
Usually, yes. We rebuild the chart of accounts around splits and deal sides. That is hard to run across two firms. We will talk it through on the call.
My books are behind. Can you still help?
Yes. This is common and it can be fixed. Catch-up work is quoted separately, by year, before any work starts.
Do you work with brokerages too?
Yes. That includes more than one company, desk fees, trust accounting and higher volume. Trust accounting rules are set by each province’s regulator: RECO in Ontario, RECA in Alberta and BCFSA in BC.
What does it cost?
One fixed monthly fee, set by team size and number of companies. You get a written range within four hours of the first call. See pricing
Your next step

Tell us how your team is set up.

A 15-minute call. Tell us how the team is structured and where the numbers come from. We will tell you what we would look at first.

Book an intro meeting Free 15-minute call
What we look at first
  1. 01What split you can offer
  2. 02When you can afford the next hire
  3. 03Whether you can step back from production
  4. 04What you should pay yourself