Services
The financial foundation your business needs.
Keep your business organized, accurate, and compliant without unnecessary administrative burden. Real estate specific financial administration, built for the way your business works.
The foundation
The floor, not the ceiling.
Transactional support is the recurring, process driven work that keeps a real estate business organized, compliant, and running consistently, week to week and month to month.
Books that are current. Filings that are on time. Records your accountant can trust. Blue Jean is an award winning financial practice built exclusively for real estate, and this foundation is where every client relationship begins.
It is also, deliberately, the floor. Every service below has a clear path forward when you're ready for deeper financial strategy and advisory support.
When the back office is running properly, everything else becomes easier.
For REALTORS®
Transactional support for REALTORS®.
Every commission creates work beyond the sale. Income needs to be recorded. Expenses tracked. GST/HST managed. Records kept current. We handle the recurring financial work so your business stays organized while you focus on serving clients.
This is the recurring financial work that supports every commission you earn.
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Monthly Bookkeeping
Your financial records stay current, organized, and ready whenever you need them.
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Bank & Credit Card Reconciliations
Know your records match your bank accounts, not your best guess.
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GST/HST Support
GST/HST is prepared accurately, filed on time, and eligible GST/HST credits are identified so you don't leave money behind.
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Receipt & Document Management
Your financial documents stay organized throughout the year, not just at tax time.
Technology included in every engagement.
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QuickBooks Online Essentials
Your financial records stay current in QuickBooks Online, giving you real time visibility into your business from anywhere.
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Dext Receipt Management
Eliminate the shoebox of receipts. Submit them by photo, email, or direct upload. Dext handles the rest.
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Karbon Client Portal
One secure place for communication, documents, and requests, so nothing gets lost in email.
You don't need to source or set up these tools yourself. They're included and configured as part of your onboarding.
We don't replace your accountant, we make their job easier.
When your foundation is in place, the next step is building a financial system that helps every commission work harder for your business. Explore the REALTOR® Money Blueprint.
See the REALTOR® advisory pathFor brokerages
Transactional services for brokerages.
Running a brokerage requires more than closing transactions. Trust accounts must reconcile. REALTOR® remittances must be processed. Payroll must be accurate. Leadership needs reliable financial information to make confident decisions.
If your brokerage runs on Lone Wolf Back Office, you're in the right place. It remains your system of record. We work inside it every day.
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Weekly Financial Administration
The recurring financial administration that keeps your brokerage current, compliant, and organized every week.
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REALTOR® Billing & Remittance
Ongoing administration of REALTOR® accounts, including billing, receivables, recoveries, tax withholdings, and remittance processing.
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Payroll Administration
Accurate payroll administration, tax remittances, direct deposit, Records of Employment, and year end payroll reporting.
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Year End Support
General accounts, trust accounts, and REALTOR® year-end packages. Everything documented, reconciled, and prepared accurately and on time.
Accurate. Organized. Consistent.
Growing revenue doesn't always create financial stability. Ask about the Brokerage Financial Blueprint. Whether you're managing lingering debt, low margins, or cash flow pressure, every conversation is strictly confidential.
See the brokerage advisory pathHow it's packaged
Transactional support that grows with your business.
Transactional services are designed to meet your business where it is today, with the flexibility to grow into a fully integrated financial workflow. As your needs evolve, every service works together to create one reliable financial foundation for your business.
Transactional support
The financial foundation for REALTORS® and brokerages, designed to keep your real estate business organized, compliant, and ready for what's next.
When you're ready for what's next
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REALTOR® Advisory: The Money Moment™
The starting point for REALTORS® who want more control over their commission income. Learn what should happen the moment you get paid, and build the financial habits that support long term stability.
Explore REALTOR® Advisory -
Brokerage Advisory: The Brokerage Financial Blueprint
A comprehensive financial review that helps brokerage leaders improve visibility, strengthen operations, and build a more resilient business.
Explore Brokerage Advisory
If your priority is dependable bookkeeping handled professionally so you can focus on what you do best, this is the right fit. Transactional support builds the dependable financial foundation your business grows from. When you're ready to build beyond organization and compliance, your advisory path is already in place.
No judgment. Ever.
Your books are in a safe place here.
Money can feel vulnerable, especially when no one ever taught you the business side of real estate. That's why we start with the books you have today. Cleanup, catch up, and judgment are never prerequisites. We begin where you are.
From Behind the Numbers
Sometimes the biggest opportunity is not earning more. It's creating a better system for the income you already have.
The next step
Tell me about your business
Let's start wherever your business is today.
One conversation. No pressure, no judgment, just clarity.
Tell me about your business