Real Estate Accounting by a Licensed Agent
Expert management of commission splits, deal sheets, and OREA dues.
Steve Williams holds his real estate license and combines industry-specific knowledge with 20 years of senior accounting experience to ensure your business is fully compliant and optimized.
We Speak “Real Estate” Fluently
At SBA, we streamline your financial workflow by applying deep industry knowledge. Whether you are a solo agent, a high-volume team, or a brokerage, we ensure your books are audit-proof and your taxes are optimized using strategies specific to the Ontario real estate sector.
Sole Proprietor
For Agents & Salespeople (T2125)
Tracking expenses & desk fees
Reconcile trade sheets vs deposits
Statement of Business Activities
Maximize every allowable % deduction
from $249 / mo
PREC / Corporation
Maximize deferral & protect wealth.
Bank, Credit Card & Investment Recs
Filing according to CRA guidelines
Tax optimization strategy
Quarterly or Annual filing
from $299 / mo
Brokerage Back-Office Solutions
Running a brokerage is hard. Managing the back office shouldn’t be.
Whether you are with Re/Max, Royal LePage, Century 21, or a boutique firm,
we act as your outsourced Controller.
Commission Calcs
Accurate calculation of splits, desk fees, and expense deductions.
Franchise Reporting
Monthly reports formatted for your specific franchise requirements.
Payroll & T4As
Managing staff payroll and issuing T4As for your agents at year-end.
Specialized Support for Ontario Realtors
Ensure you capture every allowable deduction, from desk fees to OREA dues and advertising costs. Whether you are filing as a Sole Proprietor or managing a complex PREC portfolio, choosing an accountant who holds a real estate license ensures your tax strategy is fully optimized according to CRA guidelines.
Smart Business AccountingContact Information
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Our Locations
Fully Cloud-Based: Serving Clients Across Canada.
While we operate remotely, our home base is in Ramara, proudly serving
Orillia and Simcoe County.
No commute required. We are ready to help you at the push of a button.
