
Stay On Model
Grow Your Profits
Scale with Confidence

What is it?
Our fractional CFO service is for busy real estate entrepreneurs who are ready to move on from the frustrating realities of unreliable bookkeepers and overworked accountants. Our comprehensive bookkeeping + advisory service meets all of your bookkeeping, reporting and payroll needs, and also gives you access to the coaching and expertise of an experienced real estate CFO to help you drive profitability and growth.
What Do I Get?
- Comprehensive monthly bookkeeping and reconciling
- Comprehensive monthly reporting
- Monthly one-on-one strategy sessions
- Annual budgeting and projections
- Tax planning
Other Short-Term Add-Ons
- Ground-up accounting system creation (brokers and agents)
- Custom-built KPI reporting
- Merger and exit-strategy consulting
- Accrual accounting for brokers
- Historical and catch-up bookkeeping
- Income tax filings (via our preferred CPA partner)
Ready to Jump Start Your Profits?
Schedule your no-obligation consultation here:
Michael, quite simply, has a knowledge base and expertise that has accelerated our understanding of our business and the intricacies of the numbers. This affords us the opportunity to make strategic decisions, in collaboration with him, that we would not be able to make without his attention to detail.
— Drew Hopley, Live Local. Sell Local.