Clarity for Your Property Portfolio
Bookkeeping
Accurate records, zero headaches. Just clean data and clear insights. We seamlessly integrate with your preferred web-based accounting software, from Yardi and QuickBooks to Xero or any other software you use. Whether building your books from scratch or migrating existing records, our experienced team handles the entire change management process, ensuring a smooth and effortless transition. Trust us to manage your financial data with precision, regardless of your chosen platform.
Tax Preparation
We meticulously organize financial documentation, ensuring comprehensive, tax-ready records. Our service streamlines data collection, precisely categorizing income, expenses, and capital expenditures. We prepare detailed financial summaries and reports, empowering your chosen tax advisors. This simplifies information, ensuring they have everything needed to accurately assess obligations and maximize deductions, providing a clear, stress-free experience.
Financial Reports
Our financial reporting delivers clear, actionable insights into your property’s performance. We provide customized reports, from monthly summaries to in-depth analysis, tailored precisely to your bespoke requirements. Whether you’re an individual owner or institutional investor, we transform complex data into a precise, strategic framework. This ensures you always have the information needed to make informed decisions and optimize profitability.
Budgeting
We develop annual property budgets with meticulous detail, projecting income and expenses to align with your strategic goals. Our team actively monitors budget performance, swiftly identifying and explaining any variances.
This proactive approach helps optimize your financial health, ensuring sound fiscal management and informed decision-making for both residential communities and commercial retail spaces, maximizing long-term value.
Audit Support
We serve as your primary point of contact for all audit inquiries, meticulously preparing and providing necessary documentation. Our team ensures your financial records are comprehensive and compliant, streamlining the audit process for maximum efficiency. We proactively address potential questions, offering clear explanations and robust support to your auditors. This meticulous preparation safeguards your interests, ensuring a smooth, stress-free review with complete confidence.
Administration
Our comprehensive administration services ensure your property operations run seamlessly and compliantly.
We meticulously maintain all essential records, from leases to financial statements, ensuring everything is organized and secure.
For condominiums, professional buildings and HOAs, we expertly manage AGMs, enforce bylaws, and oversee common areas, streamlining complex administrative tasks for optimal efficiency and peace of mind.
CRA Compliance
We manage your HST remittances, and reporting ensuring timely and accurate submissions. If required we can act as your dedicated CRA representative, we handle all communications and inquiries on your behalf.
Our meticulous approach guarantees full compliance with all corporate reporting requirements, eliminating stress and potential penalties. We can also liaise with your payroll provider to ensure accurate record keeping.
Bylaw Enforcement
Our bylaw enforcement services are crucial for maintaining financial health in managed properties. We diligently enforce rules regarding NSFs, parking violations, and the timely collection of strata and other building-related fees or fines.
By consistently addressing these non-compliance issues, we minimize financial disruptions and ensure equitable contributions from all residents or commercial tenants.
AGM & Board Support
We provide comprehensive support for your Annual General Meetings, meticulously handling all preparations to ensure a smooth, compliant, and well-organized event. Our expertise extends to offering strategic consultation for both new and experienced boards, guiding them in navigating complex operational challenges and fostering effective governance.
We empower your board with the insights and tools needed to run successful operations.
