Consulting
A comprehensive real estate consultancy service to assist with the ongoing development and productivity of your agency. Practical advice from people who run trust accounts for a living — not theory from people who don’t.
Advisory built around real trust accounting risk
Compliance Gap Assessments
A clear-eyed review of your current trust accounting setup against your state’s legislation — what’s exposed, what’s at risk, and exactly what to fix before an auditor finds it first.
Workflow & Process Design
We map how receipting, reconciliations and disbursements actually flow through your agency, then redesign the process so nothing depends on one person’s memory.
State-by-State Regulatory Guidance
Trust accounting rules differ from state to state and change often. We keep on top of the differences so you don’t have to — and tell you plainly what changed and what it means for you.
New Agency & Licensee Setup
Opening a new trust account or agency? We set up your chart of accounts, banking and reconciliation processes correctly from day one.
Software & Systems Advisory
Choosing between PropertyMe, Property Tree, Console Cloud and others? We advise on the right fit for your portfolio before you commit to a migration.
Ongoing Advisory Retainer
A standing arrangement for principals and licensees who want a trust accounting specialist on call — for the questions that come up between EOMs.
Advice you can act on, not a report that sits in a drawer
We start with a conversation about where your agency is today, assess against your state's requirements, and hand you a prioritised plan — then stay involved as long as you need us to.
Find out what outsourcing would cost your agency.
Two minutes. No obligation. A clear estimate based on your portfolio and software.