INSTITUTIONAL QUALITY BACK OFFICE SOLUTIONS FOR REAL ESTATE INVESTORS AND DEVELOPERS

CFO ADVISORY

OUTSOURCED ACCOUNTING

FINANCIAL SYSTEMS SOLUTIONS

SAMPLE ENGAGEMENTS

CFO ADVISORY

Guide established private equity fund manager through the formation of a REIT to be funded under SEC Regulation A+.

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OUTSOURCED ACCOUNTING

Provide large fund manager ($12 billion in annual revenue) with outsourced asset management accounting, budgeting, audit and tax coordination, and software solutions for multiple portfolios.

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FINANCIAL SYSTEMS SOLUTIONS

Implemented the primary ERP/accounting and reporting solution for one of the largest developers of high-rise multifamily in the world.