• Professional

    Our team of professionals understand the unique challenges and opportunities that small business owners face.

  • Proactive

    Our services are tailored to allow you to be proactive with your business and give you insight to make timely business decisions.

  • Personalized

    We believe in personalized service. Our team works closely with you to understand your business goals and financial situation.

Accounting & CFO Support

Our accounting and CFO services are specifically tailored to meet the unique requirements of real estate small business owners.

Our Bookkeeping and Accounting Packages

Below are our starting packages for this service. Schedule a discovery call to get a custom proposal for services.

  • Monthly Transaction Coding, Account Reconciliation, and Journal Entry Recording

  • Custom Chart of Accounts

  • Direct collaboration with tax CPA

  • 1099 Filing

  • Email Support

  • Annual Advisory Session

STARTER - LITE

$599+ per month

Great for businesses with $150k+ in Revenue

  • Everything included in Starter-Lite plus:

  • Bi-weekly Payroll Processing

  • AR/AP Support

  • Bi-annual Advisory Sessions

STARTER

$899+ per month

Great for businesses with $300k-800k in revenue

  • Everything in Starter plus:

  • Quarterly Advisory Sessions

  • Annual Budget Preparation

  • Monthly custom reporting, including KPIs (Key Performance Indicators).

  • Continued Efficiency Evaluation

GROWTH

$1,500+ per month

Great for businesses with $300k-1M in revenue and looking to scale fast

  • Everything in Growth plus:

  • Monthly Forecast Updates

  • Vendor Support

  • As Needed Analysis (Profitability, Compensation, Expenditures, etc.)

  • Strategic Planning

  • Fractional CFO

ACCELERATE

$3,000 + per month

Great for businesses with $800k+ in revenue and are ready for a fractional CFO

Add-on Service Options

Our tailored add-on services are designed to meet the unique needs of small businesses, ensuring you have the financial support and structure to thrive.

Add-on Services include:

  • Payroll Processing

  • Payroll Set-up

  • Accounting Software Implementation & Clean-up

  • Entity Structure Consulting & Filing

1:1 Consulting

Here’s how we can get started.

Book a 1 Hour Consulting Session

Grab your session here!

Ready for more support?

Book a Deep Dive Consulting Session

Grab your deep dive session here!

Interested in working together?

Here’s how we can get started.

Step 1

Review Our Minimum Pricing

We suggest reviewing our minimum pricing before you begin to ensure that our services are within your budget.

Step 2

Schedule a Discovery Call

Schedule a discovery call by heading to this link and answering its intake form. This call is an opportunity for us to learn more about your business, your financial goals, and the challenges you’re facing. During the call, we’ll discuss how our accounting and CFO services can be tailored to meet your unique needs.

Step 3

Receive a Custom Proposal

After our discovery call, our team will prepare a custom proposal tailored to your business needs. Within 48 hours, you’ll receive a detailed outline of the services we recommend, along with a pricing structure and implementation plan. This proposal is designed to provide a clear roadmap for how we can help you achieve your financial goals.

Frequently Asked Questions

  • We pride ourselves in taking over the overwhelming aspects of your business to allow business owners to focus on revenue generating activities while having better insight on their business' performance to make timely strategic decisions.

  • Most of our business owners are passionate entrepreneurs with a fast-growth mindset. Some of our more established clients do between 1-10M in Revenue and we also work with start-up companies that are pre-revenue.

  • Landlords that own and manage rentals using a long-term, mid-term, or short-term rental strategy. Owners that have a few properties and others that owner 100+ units. In addition to landlords, we also work with fix & flip investors and wholesalers.

  • There are lots of ways to optimize your portfolio. The first way is to make sure your structure is set up property.

  • You should be analyzing the performance of your business on a monthly basis (at least). This is the only way you can ensure that you are making money in your business. The reports you should understand include a Balance Sheet, Profit & Loss Statement, Statement of Cash Flows, and Statement of Owner’s Equity.

For Partnerships/ Collaborations

We do speaking events and hold Q&A sessions. We love collaborating with partners as well. If you are looking to book us for a speaking event or interested in another collaboration, please fill out the form below.