Services and Support

Practical support for owners, operators, investors, and nonprofits. We start with where you are and build what you need to move forward.

Section A

Business Consulting

Budgeting, forecasting, cash flow planning, financial reporting, and internal controls.

QuickBooks setup and cleanup, chart of accounts design, month-end close processes, and owner and investor reporting.

Forming and organizing entities, operating structure, and the back-office setup a new business needs on day one.

Workflows, software selection and implementation, vendor management, and standard operating procedures.

Operating budgets, grant and funder compliance, fiscal policy manuals, and board-ready financial reporting.

Section B

Property management processes, tenant and maintenance workflows, and portfolio-level financial reporting.

Planning and coordinating development and renovation projects from idea to execution.

Structuring private real estate loans and presenting deals clearly to lenders and investors.

Software setup (AppFolio and similar), owner statements, and processes for new or growing management companies.

Section C

A free 30-minute call to understand your goals and whether we are a good fit.

A defined scope with clear deliverables, such as a systems build, a financial cleanup, or a development plan.

Fractional finance and operations support on a monthly basis for owners who need a steady partner.

Who we work with

30-minute intro call on Google Meet. No cost, no obligation.