CFO Management & Oversight
We fully manage your financials, from bookkeeping and accounting to tax optimization and audits, ensuring compliance and driving greater profitability for your business.
- CFO-level and CPA-driven accounting specific to property management
- Complete support for taxes and audits
- Accurate, detailed accounting & bookkeeping services
OUR PROCESS
Our streamlined process will ensure a smooth transition for you.
Submit a Form
Fill out a quick form on our website to get started.
Discovery Call
We’ll schedule a call to learn about your current operations and goals.
Questionnaire
Complete our questionnaire to help us understand the full scope of your needs.
Customized Proposal
We calculate the required hours and scope, then provide a flat-fee proposal—no hourly surprises.
Kickoff Call
Once the proposal is signed, we’ll have a kickoff call to review the plan and begin the project or service.