We do not start with a proposal. We start with a conversation. Every engagement follows the same disciplined path — because skipping steps is how accounting stays broken.
Discover. Rebuild. Run. Each phase solves a problem and reveals the next one. No shortcuts. No skipped foundations.
These three phases run in order. Each one solves a specific problem, produces a specific deliverable, and sets up the next phase to succeed. You cannot skip ahead. That is by design.
A short call to understand your portfolio, your AppFolio setup, and where it's actually breaking. We learn your operation. You learn how we work. If there's a real fit, we scope the engagement and send a full proposal — exact work, timeline, and price — before anything starts.
What you receive
A clear read on whether there's a fit, and a full written proposal if there is. Scope, timeline, and price defined up front.
No fit, no proposal. By design.
We get you onto our system and go through your AppFolio file in forensic detail. Chart of accounts, entity structure, properties, trust accounting, vendor records, bank connections, historical transactions back to the last filed tax return — every line examined, every issue documented. Then we execute the rebuild. Structure corrected, history cleaned and properly coded, reporting designed around how your business actually earns and operates, close process documented end to end.
What you receive
A clean, structurally sound AppFolio file with the Foundation Match Guarantee — end-state balances tie back to agreed tax or trial balances at a specific date. Every process documented and ready to run.
One intense rebuild so you never have to do this again.
We become your accounting department and CFO. Full monthly close on a fixed schedule — typically 7–10 days, no heroics required. Reconciliations, owner statements, management reports, and lender packages delivered on time, every time. Weekly CFO strategy calls focused on what the numbers mean — margin, cash position, portfolio performance, capital decisions. Same-day finance support. Documented workflows owned by us. The same senior team every month, getting sharper on your portfolio over time. As you add doors, the system absorbs the growth.
What you receive
A fully managed finance function — accounting, reporting, and CFO support — running inside your business without you touching it. Lender-ready, investor-ready, tax-ready, every month.
The system runs. You run the portfolio.
Most accounting firms skip this step. They layer reporting and CFO support on top of a broken foundation and wonder why the numbers cannot be trusted. We do not do that.
We fix everything first. Every single detail. Every miscoded transaction, every misstructured entity, every broken trust accounting setup, every inconsistent vendor record, every chart of accounts that was built by someone who did not understand real estate. We go through it all. We correct it all. We rebuild it properly from the ground up.
Only then do we run it. Because a system built on a clean foundation runs cleanly. A system built on a broken one just produces clean-looking reports full of wrong numbers.
The rebuild is not the expensive part of the engagement — it is the part that makes everything else worth paying for.
This is not a vision deck. This is the operating condition we build toward — first through the rebuild, then through the ongoing engagement. One continuous system, running month after month.
A master chart of accounts designed specifically for real estate operators — simple to navigate, robust enough for a serious portfolio.
Properties, entities, and owners correctly structured inside AppFolio.
Trust accounting set up cleanly and correctly.
Transaction history cleaned up and properly coded.
A balance sheet that is accurate and actually tells the story of the business.
Vendor records organized and consistent.
Every process documented — close, reconciliation, reporting — written down and owned.
Reporting that reflects how the business actually earns and operates.
The close happens every month on the same schedule without you touching it.
Same processes, same standards, same team — every single month.
Reports land on time — owner reports, management reports, lender packages — clean and accurate.
A dedicated team that knows your portfolio inside and out and gets sharper over time.
CFO calls that are strategic — not catch-up sessions. We already know the numbers. The conversation is about what to do with them.
Scaling becomes easy. Adding doors does not add chaos. The system absorbs growth.
Hours previously spent firefighting in AppFolio are returned to you.
One partner across accounting and CFO. Fully accountable. No gaps. No vendor coordination.
When the finance function is running the way it should, nobody is talking about it. Leadership has complete visibility and complete trust in the numbers. They are not firefighting, not questioning the books, not pulled into accounting problems. They are focused entirely on strategy — acquisitions, growth, scaling — confident that the financial foundation underneath those decisions is clean, accurate, and handled.
New doors get added without putting any pressure on the accounting department. The business scales and the finance function scales with it. Invisibly. Reliably. Without drama.
Finance becomes boring. That is the goal. That is the win.
Book a discovery call. A short conversation to understand your portfolio and your AppFolio setup, see if there's a real fit, and get you a full proposal if there is. No pitch.