Mortgage Broker

Mortgage Broker

At ValueBalance Bookkeeping, we’re here to support mortgage brokers like you every step of the way. We understand that the mortgage industry has its own unique financial challenges, and that’s where we come in. Say goodbye to the stress of managing your books and hello to a smoother, more organized financial journey.

We’re not just your run-of-the-mill number crunchers; we’re your trusted partners in success. Working closely with you, we’ll understand the ins and outs of your mortgage brokerage, providing personalized strategies and insights to help you grow your business. Our detailed financial reports and guidance will empower you to make informed decisions and seize new opportunities in the dynamic mortgage market.

Let’s simplify your financial management, so you can focus on making homeownership dreams come true. With ValueBalance Bookkeeping as your trusted ally, you’ll have the confidence and freedom to navigate the mortgage landscape and achieve even greater success.

Discover the incredible advantages of enlisting ValueBalance for your bookkeeping service!
Here are some of the offerings:

Easing the Stress of Managing Finances:
Hiring a real estate accounting firm can significantly reduce the stress of managing finances for real estate businesses. Not only do we provide bookkeeping services, but also financial advice and accounting services to help you get the most out of your investments.

Understanding Expenses, Cash Flow, and Tax requirements:
ValueBalance can help you understand the complex expenses and cash flow associated with owning property. Our bookkeeping services will provide you with the insight needed to make sound financial decisions and increase the profitability of your investments.

Simplifying Financial Reports:
ValueBalance can help simplify the process of creating financial reports, reducing the amount of time it takes to complete them. With specialized knowledge and expertise in this area, we can provide invaluable assistance in managing your real estate business.

Monthly Rate Hourly Rate
Cash Basis
FULL TIME

$30/ hour CAD

160+ Hours Per Month

PART TIME

$40/ hour CAD

80 to 159 Hours Per Month

HOURLY

$45/ hour CAD

25 to 79 Hours Per Month

Cash Basis
START-UP

$100/mo

Prepaid Annually or $110/mo

  • Up to 50 Transactions Choose 2 add-ons
  • Payroll Bookkeeping
  • Tracking multiple revenue
  • Tracking reimbursements to clients or employees
  • Accounting for loans, leases, or lines of credit
GROWING

$125/mo

Prepaid Annually or $140/mo

  • Up to 50 Transactions Choose 2 add-ons
  • Payroll Bookkeeping
  • Tracking multiple revenue
  • Tracking reimbursements to clients or employees
  • Accounting for loans, leases, or lines of credit
ESTABLISHED

$150/mo

Prepaid Annually or $175/mo

  • Up to 100 Transactions Choose 4 add-ons
  • Payroll Bookkeeping
  • Tracking multiple revenue
  • Tracking reimbursements to clients or employees
  • Accounting for loans, leases, or lines of credit
ACCRUAL BASIS
START-UP

$250/mo

Prepaid Annually or $270/mo

  • Up to 50 Transactions
  • Monthly Bookkeeping
  • Annual Financial Statements
  • Annual Financial Review
  • Monthly Bank and Credit Card Reconciliation
  • HST Filing
  • Cloud Storage for Documents
  • Payroll Processing – Up to 2 Employees
  • Unlimited Support
  • QBO, Xero, Wave or Freshbooks
  • Setup & Training
GROWING

$400/mo

Prepaid Annually or $430/mo

  • Up to 100 Transactions
  • Bi-Weekly Bookkeeping
  • Semi-Annual Financial Statements
  • Semi-Annual Financial Review
  • Monthly Bank and Credit Card Reconciliation
  • HST Filing
  • Cloud Storage for Documents
  • Payroll Processing – Up to 5 Employees
  • Unlimited Support
  • QBO, Xero, Wave or Freshbooks
  • Setup & Training
  • A/R & A/P Processing
  • Additional Financial Reports
ESTABLISHED

$550/mo

Prepaid Annually or $600/mo

  • Up to 150 Transactions
  • Weekly Bookkeeping
  • Quarterly Financial Statements
  • Quarterly Financial Review
  • Monthly Bank and Credit Card Reconciliation
  • HST Filing
  • Cloud Storage for Documents
  • Payroll Processing – Up to 2 Employees
  • Unlimited Support
  • QBO, Xero, Wave or Freshbooks
  • Setup & Training
  • A/R & A/P Processing
  • Additional Financial Reports
Take that first step.
Use the form below or email hello@valuebalance.ca. We’ll respond within two business days with some questions and resources for you.


    Frequently Asked Questions

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