Advisory
Who We ServeMonthly Property Accounting You Can Trust
Accurate, timely, and fully reconciled financials that give real estate owners and operators confidence in their numbers.
We blend guided moments, open exploration, and space to reflect—so the experience feels both focused and fluid.
❋ Commercial Real Estate OwnersConnection is a core part of the process. You’ll learn just as much from the group as from the content itself.
❋ Senior Living❋ Multifamily and Mixed-Use Property Led by experienced guides who know how to hold space, encourage participation, and keep things moving with purpose.
❋ Single Family and Short Term RentalsOur events prioritize comfort, safety, and respect—so you can show up as you are and fully engage in the process.
What’s Included
Your books are prepared to be audit-ready, lender-ready, and tax-ready at all times.
You can expect the below tasks done regularly:
Straight-line rent calculationsMonthly financial statement preparationBudget vs. actual variance analysisMonth-end close supportGeneral ledger review and cleanupMonthly bank and operating account reconciliationsBalance sheet reconciliation and support schedulesFixed asset and depreciation tracking