Frequently Asked Questions

  • While many bookkeepers focus solely on data entry, we provide a CPA-led strategic partnership. With eight years of experience in the Senior Living, Office, and Multifamily sectors—and as a property owner myself—I understand the "why" behind the numbers. We offer institutional-grade accuracy with the personalized attention of a boutique firm.

  • We specialize in Commercial Office, Industrial, Senior Living, and Multifamily properties. We are also uniquely equipped to handle the nuances of Single-Family Portfolios and small multifamily investments for individual owners.

  • No, but as a CPA-led firm, we focus on providing "tax-ready" financials. This means we maintain your books to the highest professional standards so that when tax season arrives, your tax preparer has everything they need in a clean, organized format—saving you time and reducing your tax prep fees.

  • Transparency is a core value of our firm. While we handle the day-to-day heavy lifting, we provide regular monthly updates and are always available for scheduled deep-dives to discuss your portfolio’s financial health. We also have a 48 hour guarantee to reply to any questions.

  • We are experts in industry-standard platforms including AppFolio, Yardi, RealPage and QuickBooks Online.

  • Start with the contact us inquiry. Onboarding begins with a discovery call to review your current portfolio and financial processes. From there, we perform a "clean-up" phase (if necessary) to ensure your historical data is accurate before moving into a regular monthly reporting cycle.

  • Absolutely. We specialize in "Catch-Up and Clean-Up" projects. Whether you are months or years behind, we can reconcile your accounts and get your portfolio back on track for internal review or lending requirements.

  • At a minimum, you will receive a monthly Balance Sheet, Income Statement (P&L), and Cash Flow Statement. For property-specific clients, we also provide Rent Rolls, Bank Reconciliations, and Budget vs. Actual reports to help you track performance. We can also, provide ad hoc reporting upon request.