For Realtors

If you are a realtor operating in the Okanagan, we can help you get your books in order, and keep them there. With so much action taking place in Okanagan real estate you need an accounting firm who understands your needs.

Accounting Services For Realtors

As a realtor, you may operate as a sole proprietor or under a special incorporation called a Personal Real Estate Corporation (PREC).
As a realtor your have many unique expenses that other professionals or businesses wouldn’t have, and each realtor’s situation varies. For example, desk fees, commission splits may vary depending on brokerage and/or level of sales and other factors. Entertaining clients, providing client and/or referral gifts and travelling/vehicle expenses are a big part of your business.

PREC’s have special restrictions that other incorporated companies do not. For example:

  1. ownership structure is limited (the real estate professional must be the controlling individual)
  2. a PREC cannot conduct any other business other than real estate services and ancillary services directly associated with the provision of real estate services (i.e. – a support service directly related to real estate services)

These are only 2 of the many restrictions and conditions that apply to PREC’s, to find more information please visit A Guide to Personal Real Estate Corporations | RECBC.

We are experienced in all the requirements and able to provide all required services for realtors in BC. Our staff undergo continuous professional development, including the Real Estate Course through the UBC Sauder School of Business to ensure we are up to date on the changes in the industry and have training in the field, so we fully understand your needs. Contact us to discuss your needs!


We are currently raising funds for our upcoming toy & pj drive! We have lots of items location that are super fun for both kids and adults.  All items are NEW and sold by donation. Come check them out at our new location: 479 Winnipeg Street or cheque out the foundation's website


We are still accepting new backpacks, thermoses, lunch kits, water bottles, shoes, t-shirts and school supplies for our 'Fill-A-Backpack' program.  Our official launch of this program was extremely successful, beating our target of 50 backpacks and hitting 75!  The backpacks were disbursed to local families and school to help families with the cost of going back to school.

We are looking to expand the program to ensure families have access all year.

If you would like to donate or sponsor OR if you know a family that could use our help please contact us at:

A HUGE thank you to the local businesses and individuals for helping make this happen



 Do you have an organization you like to support? 

Contact us and we may match your donation up to $500!

CPA Penticton
Payroll Penticton

We HAVE MoVED! Catch us @ 479 Winnipeg Street, penticton BC V2A 5M7 The site is currently under RENOVATION so we will be operating by appointment only for the month of OCTOBER

+1 250-770-0184

Hours of Operation

Monday - Friday


Closed Sundays and All STAT Holidays


Contact Us

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