SERVICES

FINANCIAL SERVICES

Our services are available as needed or ongoing for peace of mind your financial investment is being protected. We will listen to your vision to implement a plan with you and your team that will bulletproof the financial management of your investment.

Financial Accountability
Accounting Services
Payroll
Transmittal Overview
Forecasting/Budget Planning
Year End/1099 Processing
Bank Reconciliations Resolution Projects and Ongoing Maintenance

Having a 3rd Party complete your monthly bank reconciliations ensures the proper balance for your MC financial health. It verifies that no fraud is occurring, hopefully stopping it before it can start. Cash is king and not knowing your true cash position can result in poor decision making and costly mistakes.

Audits of Suspicious Activity

If your MC has had a theft or fraud event occur we have the ability to review your financials and give you the details of what was done in error or with fraudulent intent. We will provide a recommendation of entries to correct the errors and any additional action needed.

Review and Resolution of Errors

Before a MCA transition at any level, we recommend a financial audit of the MC balance sheet and method of input. Taking the time to review your financials before the new MCA starts will make a substantial difference in their likelihood of surviving the first 90 days.

TRAINING/DEVELOPMENT

KW’s success is built on top notch, award winning training. Unfortunately, MCA and Market Center specific training is extremely limited. Your MCA handles your two largest assets; your money and your agents. Are you committed to success?

On average, our clients have doubled their MCA retention rate by offering this initial training package:

On-site training 3-5 days
Weekly Progress Call
On-site Transmittals (2)
Remote support 90 days
90 day written review/retention recommendations
Monthly coaching calls
Regional MCA Hands On Workshops (1-2 days)
Access to our online community

Additional Training & Support

Agent Solutions
Financials/Transaction Management Systems
Technology/Systems
Website & Social Media
Recruiting/Retention Management Systems
Operations
Staffing
KW Culture & More

MARKET CENTER ASSESSMENT

Do you have BIG goals? Are you sure your operations are prepared for the next level? Our team’s vast unique background, skills and access to resources have proven to be an asset when market center’s are seeking growth opportunities. Our team can provide a MC Scorecard Assessment and Goal Gap Analysis with recommendations to maximize profits, achieve your goals, and promote KW Culture in the following areas:

Staffing
Operations
Systems
Technology
Working SMARTer not harder

Let’s talk about your goals! Anything is possible with a plan and the support of a team. We utilize our experience to bridge communication between leadership styles to welcome fast growth agent focused value in a streamlined top notch environment.

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