OUR SERVICES
FINANCIAL &ASSET
MANAGEMENT
Interim and Fractional CFO Support
Real Estate Financial Modeling with Advance Excel and Argus Enterprise
Financial Forecasts
Budgets
Financial Analytics
Asset and Portfolio Performance Monitoring
Equity Waterfall Calculations
Lender and Investor Compliance Reporting
Cash Management
Underwriting Analysis and Support
ACCOUNTING SERVICES
Technical Accounting (ASC 842, ASC 606, etc)
Preparation of Financial Statements
Reconciliation of Material Accounts
Audit Preparedness and Discussions with External Auditor
Interim Controller or Parental Leave Support
IMPROVING PROCESSES & BUSINESS STRATEGY
Policy Development and Implementation
Standard Operating Procedure Documentation
Strategic Business Mentorship and Advisory
Organizational Leadership and Governance
Management of Third-Party Relationships (Lenders, Brokers, External Auditors, etc.)
TAX SERVICES
Tax filings by a US CPA for firms with 30 or more federal tax forms
E-filing available if offered by IRS for specific form