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Our Services

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We provide institutional-quality outsourced accounting and design/implement total system solutions for real estate investors and developers.

  1. CFO Advisory

    • Controls & procedures
    • Forward planning
    • Organizational structure
    • Priority establishment
  2. Accounting Information Systems

    • Systems selection
    • ERP database design
    • Managed implementation
    • Data aggregation
    • Report writing
  3. Outsourced Accounting & Managed Services

    • Reporting
    • Consolidation
    • Bookkeeping
    • AR & AP processing
    • Construction | job cost
    • Lender & regulatory
    • Compliance
    • Financial planning & analysis
    • Audit & tax coordination
    • Treasury administration
  4. Fund Administration

    • Investor accounts (equity accounting)
    • Investor reporting
    • Cash management
    • Waterfall calculations
    • Distribution coordination
    • Investor portal
    • KYC/AML services
    • Venture/LP services
Services being offered do not require a state license.
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