Portfolio Accounting & Advisory
One clear picture across all your properties and entities
Clean books, consolidated reporting, and year-round planning for investors with growing or complex portfolios, so you can spend your time on what grows your wealth.
Who this is for
Investors with 4 or more properties, or 2 or more entities such as LLCs or partnerships, whose back office has outgrown spreadsheets. Any investment strategy or asset type.
Sound familiar?
What I handle
Financial and operational organization
Clean, accurate books across all properties and entities, with monthly close, reconciliations, and consolidated reporting. Property-level and portfolio-level performance metrics, a performance dashboard, and documented procedures by asset class and strategy.
Strategic planning
One key planning session plus quarterly updates on portfolio status. Process standardization, including transitioning legacy assets. Tax planning strategies and short- and long-term forecasting.
Acquisition and disposition support
Market research and trend analysis, onboarding new assets into your systems, scenario analysis, and the tax impact of planned acquisitions and sales.
Where I fit in your investment cycle
↺ Then back to Plan for your next property
Pricing
Starting at $1,250/month ($15,000/year). Pricing depends mainly on the number of properties and entities, and on multi-state consolidated reporting. Priced for twelve months and billed monthly; for most clients, the price includes your tax filings.
Between quarterly check-ins, reach me by email or through the client portal.
See full pricing →Ready to bring structure to your portfolio?
A short call to walk through your portfolio and goals. No obligation.