Outsourced CFO Services

It’s often difficult and expensive to find experienced personnel who can handle complicated institutional reporting functions. We pride ourselves on offering these types of sophisticated accounting services to clients on an outsourced basis.

Our team has many years of experience and offers the focus and attention that in-house teams with competing priorities often cannot.

As one of the largest providers of tax and business consulting services to the real estate industry, our firm members have developed expertise in portfolio, joint venture, construction and REIT accounting.

Diverse real estate portfolios are our sweet spot. Our technology capabilities coupled with a team of dedicated professionals enables our clients to leave the tedious administrative burdens to us. We handle database structuring and optimization, real estate accounting rules and guidance, and coordinating acquisition of data from partners, property managers and other sources.

Benchmarks are important to us and we measure against NCREIF in the real estate space and STR in the hospitality areas.  Our ability to segregate performance by asset class, geographic location and advisors means that our clients have useful information to help them make decisions.

We help clients determine their reporting needs and frequency.