Does this sound like your business?
We help our clients build financial confidence and make business decisions by giving them the fully outsourced financial department they deserve
Here's how we can help
The benefits of working with us
Real Estate Expertise
Our employees invest in real estate too! Not only are you getting a top-notch accounting team, but you're also aligning yourself with a firm that builds strategies, technology, and best practices based on our own investing experiences. We know what your investors want.
We know running a business is stressful. While we have a compliance arm, our main focus is helping you grow your business by tracking meaningful KPIs, producing up-to-date financial reports, maximizing profit, and advising on strategic business decisions.
Partner with a CPA firm that gets technology. We're a 100% virtual firm meaning we use a lot of technology, some of which includes: Slack, Zoom, Liscio, Google Drive, and custom tech we've built! Using this technology means effective communication and efficient service delivery.
Here's how it all works
Who is a good fit for our Virtual CFO services?
Real estate syndicates who have raised in excess of $5MM in capital
Real estate funds with AUM in excess of $20MM
Business owners with annual revenues in excess of $5MM
Family offices seeking to outsource their finance department