Real estate trust examinations are annual requirements for Real Estate Brokerages and are combined with either Reviewed Financial Statements or Compiled (prev. NTR) Financial Statements depending on certain criteria. The exams include the Accountant’s Report, Brokerage Report, Exceptions (if any) and set procedures to examine the books and records for real estate transactions to ensure full compliance of reporting requirements with the Real Estate Council of British Columbia.
Trust examination fees start at $1950 PLUS the compilation or review engagement fee.
TRUST EXAMINATIONS
$200/HR - $450/HR
Consulting is usually tax planning, consulting on incorporation vs sole proprietorship, consulting on purchase offers/selling of a business, due diligence procedures, valuation calculations, business set up, board of directors set up, internal controls, etc. benefit depends on the topic. We bill a minimum of 1/2 hour.
CONSULTING
$250/HR
CPA firms often need help due to lack of staffing or staffing at appropriate levels. I help fill in gaps where needed. Similarly, the industry may be temporarily short of a controller or CFO and need temporary help.
CONTRACT WORK
$350/HR OR Set Daily Rate
Training clients on bookkeeping or bookkeeping programs, training students or a professional group on a specific topic (for example, training students on tax return preparation). We also offer full day training sessions for you and your team! These are all inclusive days that include materials, training and even all the snacks and lunch to keep your minds focused.
Rates vary depending on needs.
TRAINING
(Personal, Corporate, Estate)
Proper tax planning may provide you, your company and/or your loved ones significant tax savings.
Rates fall under consulting fees of $200 – $450/hour depending on complexity.
TAX PLANNING
Proper estate planning can save you a LOT of money in taxes and probate fees, not to mention, the time lag and headaches your loved ones will be dealing with in an already difficult time.
Rates fall under consulting on the more complex side and range from $350-$450 per hour. Note if you have a very large or complex estate we may refer to another expert.