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Accounting & Advisory Services for Real Estate

Real estate

Financial clarity, compliance and smarter decision making.

The real estate industry moves fast - and so do your financial obligations.

Between trust accounting, payroll, sales commissions, compliance, tax obligations and changing market conditions, real estate businesses need strong financial systems and clear guidance to operate confidently. 

We work with real estate agencies, property management groups, franchise offices, and independent sales agents across Sydney to support the financial side of your business. With decades of experience in the real estate sector, we deliver accounting, tax, trust audit, trust accounting and advisory services designed to help you stay compliant, improve profitability and grow sustainably. 

Services for the real estate industry

Real Estate Accounting & Financial Reporting

Accurate bookkeeping, monthly reporting, profit tracking and detailed financial statements tailored to agency needs.

Trust Accounting & Compliance

Support with trust account setup, trust bank reconciliation, expense accounting, trust account audits, compliance reporting, and process reviews to ensure full regulatory alignment for both Sales Trust and Property Management Trust.

Cash-Flow Forecasting & Financial Management

Construction relies on strong cash flow. We help you manage payment cycles, progress claims, retentions, payroll and contractor obligations and future cash demands.

Tax Advisory & Compliance

Industry-specific support for:

- GST and BAS obligations

- Payroll tax for Sales agent focused firms

- Sales Commission structures

- Business tax returns

- Asset and equipment depreciation

- ATO representation

Payroll, Compliance & Contractor Management

Set up and management of payroll systems, commission calculations, contractor payments and super obligations.

Business Advisory for Real Estate Offices

Improving business performance through budgeting, cash-flow forecasting, franchise reporting, KPI analysis and growth planning.

CFO Advisory for Growing Real Estate Agencies

High-level financial strategy and support without the cost of a full-time CFO - perfect for expanding agencies and multi-office groups.

Audit & Assurance

Trust account audits, Trust accounting, internal control reviews and forensics and external audit preparation.

Cloud Accounting & Real Estate System Integration

We integrate cloud accounting with leading real estate platforms to streamline workflows and reduce administrative load. We work with all leading software providers.

Frequently asked questions

Yes we are experienced trust account auditors and can assist with both compliance checks and annual audit reporting for both Sales Trust and Property Management Trust. 

Yes – we have a separate division dedicated be your back office trust accounting solution. From entering expense invoices, to receipting rent from tenants and vendor sales all the way through to regular bank reconciliation and monthly trust reporting. 

Absolutely. We streamline commission structures, payroll processing, contractor payments and award compliance. 

Yes. We support independent agencies, large franchise groups and multi-office businesses. 

Yes. We can integrate cloud accounting tools with common real estate systems to simplify reporting and reduce manual work. 

Yes including growth planning, KPI tracking, forecasting and high-level financial guidance. 

Ready to strengthen your financial systems and elevate your real estate business?

Speak with our real estate accounting specialists today.
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