RESA-Compliant Trust Accounting

Your Finances, Crystal Clear

Transparent accounting, compliant trust management, and clear reports. Know exactly where your money is, every month.

Monthly Statements
24/7 Portal Access
Trust Account Balance
$847,250
Operating Account
$124,500
Reconciled
Security Deposits
$89,750
Compliant
Owner Reserves
$633,000
Verified
Last ReconciliationToday, 9:00 AM
Report Ready
December 2024
Our Services

Complete financial management

From daily transactions to annual audits, we handle every aspect of your property finances.

RESA Trust Accounting

Full compliance with BC trust account regulations. Your funds are protected and properly segregated.

Monthly Statements

Clear, detailed financial reports delivered to your portal every month. No surprises, no confusion.

Rent & Assessment Collection

Online payment processing with automated reminders and direct deposit to your account.

Budget Planning

Operating and CRF budget preparation for stratas. Cash flow forecasting for rental owners.

Year-End Tax Support

Organized financial summaries, expense categorization, and records for your accountant.

24/7 Portal Access

View statements, invoices, and financial history anytime through our secure online portal.

Tailored Solutions

Financial management for every need

For Rental Owners

Clear income statements and expense tracking for your rental properties

  • Monthly income & expense statements
  • Rent collection with online payments
  • Maintenance invoice processing
  • Year-end financial summaries
  • Direct deposit to your bank account

For Strata Corporations

Comprehensive financial management meeting SPA requirements

  • Operating & CRF budget preparation
  • Assessment collection & tracking
  • Accounts payable with approval workflow
  • Audit-ready financial packages
  • Council financial reporting
Common Questions

Financial management FAQ

Everything you need to know about how we handle your property finances.

Have more questions?
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You receive detailed financial statements every month, typically by the 15th. Statements include income summaries, expense breakdowns, and running balances. You can also access real-time data anytime through your owner portal.

Transparent Financial Management

Ready for clear, compliant financial management?

Let us show you how our financial services can bring clarity and peace of mind to your property accounting.

RESA-compliant trust accounting
Monthly financial statements
24/7 portal access