OUR SERVICES
FINANCIAL &ASSET
MANAGEMENT
Interim and Fractional CFO Support
Financial Forecasting
Budgeting
Cash Management
Real Estate Financial Modeling (Advanced Excel and Argus Enterprise)
Underwriting Analysis & Support
Equity Waterfall Calculations
Financial Analytics
Asset & Portfolio Performance Monitoring
Lender & Investor Compliance Reporting
ACCOUNTING SERVICES
Technical Accounting (ASC 842, ASC 606, etc)
Internal Review of Financial Statements
Reconciliation of Material Accounts
Audit Preparedness and Discussions with External Auditors
Interim Controller or Parental Leave Support
IMPROVING PROCESSES & BUSINESS STRATEGY
Policy Development & Implementation
Standard Operating Procedure Documentation
Strategic Business Mentorship & Advisory
Organizational Leadership & Governance
Management of Third-Party Relationships (Lenders, Brokers, External Auditors, etc.)
TAX SERVICES
Strategic Tax Planning for Acquisitions
Tax-efficient Entity Structuring & Reorganization
Ongoing Tax Planning for Operational Efficiency & Compliance