Real Estate & Small Business Services

Property Management & Portfolio Support

Hands-on support across all aspects of property management — from day-to-day operations to portfolio-level strategy and compliance oversight.

Trust Accounting & Audit Preparation

End-to-end trust accounting assistance including audit-readiness reviews, reconciliations, and corrective procedures ahead of formal inspections.

Compliance & Risk Management

Identification and remediation of compliance gaps, risk registers, legislative obligations under the Residential Tenancies Act, and internal policy alignment.

Court, Tribunal & Bond Dispute Management

Preparation & support for State Administrative Tribunal, bond authority disputes & commissioner mediation, and formal dispute resolution on behalf of agencies and owners.

Business Systems Setup & Process Improvement

Review, redesign, and implementation of agency workflows — CRM configuration, software onboarding, register builds, and operational efficiencies.

HR, Recruitment & Training

Full-cycle recruitment support, onboarding frameworks, performance structures, and tailored training programs for property management teams.

Conflict Resolution & Client Retention

Structured approaches to resolving agency–client conflict, managing difficult tenancy matters, and retaining owners through critical escalations.

Small Business Consultancy

Strategic advice for independent real estate businesses: growth planning, structure reviews, exit preparation, and operational health assessments.

Templates & Documentation

Creation and review of agency-specific templates — letters, inspection reports, condition reports, lease documents, and client-facing communications.

Policy, Operations & Procedure Manuals

Comprehensive manual development tailored to the agency's size, software, and legislative environment — ready for staff use and auditor review.

Property Manager Training

Targeted training sessions for property managers at all levels — covering legislation, tenancy management, client communication, and industry best practice.

Operations & Systems

• Process review & workflow design
• Policy, procedure & SOP development
• CRM, register & dashboard setup
• KPI & management reporting
• Invoicing & reconciliations
• Office relocation, fit-out & make-good

Property & Tenancy Support

• Tenant screening & communication
• Repairs, maintenance & contractor coordination
• Inspection coordination
• Property handovers & defects
• Sales contract preparation
• Owner & tenant liaison

People & Growth

• Recruitment, onboarding & training
• Team rebuilds & handovers
• Performance reviews & coaching
• Compliance & audit readiness
• Referral & business development
• Stakeholder & community relationships

 Compliance & Audit Readiness for Health Services

Getting registers, policies, training records, staff credentialing and audit evidence in order — so you can produce what an auditor asks for, quickly. Experienced with TGA and NATA (ISO 15189) audits, with zero citations across two sites.

Operations & Logistics Management

Part-time or interim operations management — suppliers, contractors, rosters, stock and deliveries — using your own data to cut cost and wasted effort so owners can get back to running the business.

Business Continuity & Interim Cover

Stepping in when a key person is on leave, unwell or has left. Keeping the work moving, documenting how things are done, and handing over cleanly to the next person.

Projects, Relocations & Fit-Outs

Planning and running office moves, fit-outs, new site set-ups and make-goods, so the business keeps trading through the change.

Remote Team Member & Virtual Admin

An extra member of your team, working remotely: inbox and diary, phones and enquiries, data entry, CRM and database upkeep, quotes, invoicing and payment follow-up.

Personal & Life Assistance

A personal assistant for busy professionals and families: appointments, household admin, tradie liaison, meeting people on site, and errands.

Audit Readiness Check

A thorough review of your records, registers and processes against the standards you are audited on — with a clear gap report and a prioritised action list. Ideal before an audit, accreditation or new contract.

Retainer Support Packages

A set block of hours each month for phones, inbox, admin or personal assistance — a reliable extra team member without the cost and commitment of an employee. Hours can be used remotely or on site across the Perth metro area.

Spreadsheets, Trackers & Planners

Practical, easy-to-use tools built around how you actually work — client, supplier and compliance trackers, weekly planners, registers, budgets and simple dashboards in Excel or your existing CRM.

Business Operations

• Supplier & contractor coordination
• Rosters, scheduling & time and attendance
• Budgets, forecasts & supplier tracking
• Contract & register management
• Property handovers, defects & contractors
• Facilities & maintenance coordination

Compliance & Quality

• Audit gap reviews & action plans
• Evidence & compliance registers
• Staff credentialing & expiry tracking
• Training records & induction packs
• Incident & complaints registers
• Privacy request handling processes

Remote & Personal Support

• Inbox, diary & phone management
• Data entry, CRM & database upkeep
• Quotes, invoicing & payment follow-up
• Appointments & household admin
• Tradie & service provider liaison
• Moves, downsizing & clear-outs