Get your financial life on track with complete clarity over your financial picture every month!
CFO & bookkeeping solutions for real estate investors & business owners. Get your free complete monthly CFO & bookkeeping duties checklist today
Get free information on how we can help you!
Get a quote on all of your entities’ tax preparation!
What to expect
- Bookkeeping Review & Needs
- Current Tracking & Desired Outcome
- Current Legal Structures
- Reporting Needs, Financials & KPI’s
- Team Members In Place
- CFO & Management Needs
- Streamlined Bookkeeping
- Cash Flow Management
- Budget vs. Actual On Your Projects & Business
- Monthly Financial Reporting At Your Fingertips
- Revenue & Expense Review
- 1099’s, W-9s, Payroll & Vendors Managed
- Personal & Business Financials Dialed In
- Tax, Legal Notices & Tax Planning Preparedness
- Key Insights & KPI’s With Recommendations
- Complete Tax Preparation For All of Your Entities
- Return On Investment Analysis
- Equity & Net Worth Analysis
- Cash Flow Analysis
- Investor Reporting
- Risk Mitigation & Planning
- Goals & KPI’s vs. Actual
What we can do for you
Complete Organization of All Bank, Credit Card & Loan Accounts
Automate you accounting and bookkeeping function and take the chaos out of your financial life.
Weekly Updated Books with Monthly Reconciliation & Reporting
Company-wide financial clarity through consistent updated bookkeeping and monthly reporting
CFO & Controller-Level Tasks Managed for You
The headaches of financial management are off of your plate and outsourced for good!
Strategy Meetings with CFO Team
Bi-Weekly/Monthly CFO and client team meetings for up-to-date financial insights, recommendations and
strategy re-calibration
Go More In-Depth with Our Team
- Business & Personal Budgeting & Financial Statements
- Complete Clarity on Monthly Expenses, Accounts Receivable, Payables & Cashflow Management
- Year Over Year Revenue & Expense Summaries
- Debt Summaries & Projections
- Detailed Expense Organization Based on Project or Category
- Complete Tax Preparation For All of Your Entities
- Multi-revenue Stream Analysis & Profitability Projections
- Budget vs. Actual Reporting on Construction Projects, Buy & Hold Assets, Multifamily & Syndications
- Return On Investment Analysis & Investor Financial Reporting
- Budget vs. Actual Reporting on All Revenue Sources Plus Consolidated Business Financials
