Tracking commissions and managing agent splits
Processing transactions and handling deal-related accounting
Reconciling escrow and trust accounts in compliance with regulatory guidelines
Preparing monthly brokerage financial statements
Setting up and maintaining back-office systems
Providing detailed reports by office, agent, or team
Assisting with 1099 (US) and T4A (Canada) tax reporting and filings
Forecasting cash flow and agent performance metrics
Supporting audit preparation and compliance documentation