Our Services

Financial Advisory

Executive-level financial leadership tailored to construction and real estate operators. We work alongside ownership to drive project profitability, optimize capital structure, and strengthen lender and investor relationships.

What's Included

• Strategic planning & forecasting
• Lender & investor reporting
• Capital structure optimization
• M&A and integration support
• KPI development & executive dashboards

Controller Services

Full controller function for growing operators. Month-end close, multi-entity consolidations, intercompany activity, and clean GAAP financial statements that hold up to lender and audit scrutiny.

What's Included

• Month-end & year-end close
• Multi-entity consolidation (20+ entities)
• Intercompany reconciliations
• Audit preparation & support
• Accounting team leadership & mentorship

Job Costing, WIP & Revenue Recognition

Industry-specific expertise for general contractors, subcontractors, and developers. WIP schedules, percentage-of-completion accounting, and project-level profitability for portfolios exceeding $100M in active work.

What's Included

• WIP schedules & POC accounting
• Project-level margin tracking
• Lender WIP reporting
• Subcontractor & vendor controls
• Revenue recognition (ASC 606)

Real Estate Portfolio Accounting

End-to-end accounting for commercial real estate portfolios. We've managed accounting for 21+ legal entities including lease billing, CAM reconciliations, commissions, and full GAAP investor reporting.

What's Included

• Lease billing & CAM reconciliations
• Fixed asset & depreciation management
• Commissions & owner distributions
• Investor & owner reporting
• Multi-property consolidations

Tax Strategy & Compliance

Tax strategy delivered by an active IRS Enrolled Agent — not handed off to a third party. Multi-state compliance, entity structuring, and tax planning integrated with your financial strategy.

What's Included

• Federal & multi-state tax planning
• Entity structuring & restructuring
• Sales & use tax compliance
• CPA & lender coordination
• Year-round tax strategy (not just season)

Cash Flow & Treasury

Cash forecasting, lender relationships, and treasury operations for operators managing tight working capital across multiple projects and entities.

What's Included

• 13-week cash forecasting
• Lender & banking relationships
• International wires & payments
• Working capital optimization
• Treasury controls & fraud prevention