Local expert real estate services

Unlimited queries | Fixed Prices | Australia Wide

Let us show you why our clients consider us the trusted figures that enhance their team

How we can assist your agency

True Account Ability is our ethos, and describes how we support each other and our clients with accounts excellence, integrity and transparency

Trust Accounting

Guaranteed to reconcile - Our team are experts in trust accounting in all Australian States and Territories.

Out of balance? - we've seen every type of balancing issue. We'll guarantee to get you balanced ready for your auditor and give you the advice to avoid the problem next time.

Fixed prices & unlimited queries for your team - we're local and provide short or long-term help.

Local Australian experts on hand

Training

We are training partners with the leading, and newest emerging, software platforms in the industry.

On-site or remote training customised for your team.

Software, Property Management practice & trust accounting training plans are our speciality.

We teach all our best practices & handy tips & tricks to most efficiently manage your portfolio and financials.

Consulting & Migration

Cloud software migration planning and execution.

Systems and process reviews - we have the experience and systems knowledge to identify inefficiencies in agency operations and implement practical strategies for improvement.

Best practice inputs to your processes, systems and databases.

Real software advice without bias - we know all the strengths and weaknesses of each platform, and although partners with several - we provide an independant view of when each is best suited.

Compliance

Auditor's questions or concerns? - We provide practical plans to mitigate risk and will work with your auditor to achieve agreed solutions.

We understand any software limitations and will teach you other options to manage your portfolio in a compliant and efficient way.

Document, policy and process reviews in advance of your audit.

We also provide compliance advice & fraud investigations to agencies in any state.

We understand & are licensed too.

Bookkeeping

General accounts bookkeeping as an adjunct to our trust management services.

One provider for your financials.

Health checks & reviews of your accounts.

We can help you correctly sync your property software to your finance system.

Our Industry Partners

We use all software packages, and are training, migration and trust accounting partners with several leading platforms

why use external experts?

common questions prior engaging external experts

Why should we consider external expertise?

There are different drivers for every client.  In the main you'll achieve a significant cost saving and be safe in the knowledge of accurate, timely, compliant results and expertise being provided to you.

Do you work under our brand?

Always.  Your clients will only ever interact with you, or with representatives of your brand.  There are actually only limited circumstances where we interact with your clients for you, and always under your brand and where this will have been explained and agreed with you up front.  You remain in control.

Our team are used to having an in-house resource. How will this work?

We're here to answer your questions, promptly, via our support portal.  This is the most efficient method for both your team and us.  However, if the request is a little more complicated we pick up the phone to call you to discuss further.

We do things differently to other agents. How flexible are you?

Every client operates a little differently.  So every client receives individual service aligned to your systems and procedures.  We have proven processes that can be amended to suit you whilst still remaining compliant and efficient

How does it all work?

It is simple.  First we discuss your requirements and how you operate before a plan is put together that we both agree to.  Then it is simply a matter of you granting the appropriate access to our team depending on your request.  Our most senior team members always onboard each new client, and in no time we'll be an integrated extension of your in house team.

How are you different?

Guaranteed reconciliation.  Local.  Only senior experience levels.  Unlimited queries.  Fixed price.  No timebox of your account.  Membership benefits.  Educational videos on our socials.  Free calculator tools. ....  and more ..... we are unique in the market

Our new clients consistently tell us that we're a refreshing change from prior expert service experiences. 

Contact us for a quote, or just to have a chat, and we'll explain what we do to earn that praise.

what our clients say...

have a question?

Trust Accounting Real Estate

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