🏢 Real Estate Financial Services • Miami

Financial Experts for Real Estate.

NOI, CAM reconciliation, property accounting. We speak your language, track your metrics, and help you scale, right here in Miami.

We Know Real Estate in Miami

NOI, CAM reconciliation, property accounting. We've worked with dozens of real estate companies in Miami. We understand your business model, your challenges, and what metrics matter most to you and your investors.

Metrics We Track

NOI Cap Rate Occupancy Cash on Cash Return

Challenges We Solve

  • Property-level reporting
  • CAM reconciliation
  • Investor distributions

What We Do for Real Estate

Full-stack financial services tailored to real estate businesses in Miami.

📚

Bookkeeping

Expert bookkeeping at a fraction of the cost

Bank reconciliations, transaction categorization, and monthly close

Bank Reconciliation Transaction Coding Monthly Close
⚙️

Controller

Run a tighter ship with a controller at the helm

Process improvement, internal controls, and accounting oversight

Process Design Internal Controls Team Oversight
📊

Accounting

Standard and custom financial reporting

Financial statements, custom reports, and GAAP compliance

Financial Statements Custom Reports GAAP Compliance
📈

FP&A

Budgeting, forecasting, variance analysis

Financial planning and analysis to drive strategic decisions

Annual Budgets Rolling Forecasts Variance Analysis
💼

CFO Advisory

Strategic financial leadership when you need it

Financial strategy, fundraising support, and board-level reporting

Financial Strategy Fundraising Support Board Reporting

Controller for Real Estate in Miami

Run a tighter ship with a controller at the helm. Process improvement, internal controls, and accounting oversight Tailored specifically for real estate companies in Miami.

What's Included:
  • Implement proper internal controls and segregation of duties
  • Standardize processes across your accounting function
  • Get audit-ready financials and documentation
  • Reduce risk of errors and financial misstatement
Get Started with Controller

Our Controller Process

1
Assessment

Evaluate current processes and identify control weaknesses.

2
Design

Create optimized workflows with proper checks and balances.

3
Implement

Roll out new processes with training and ongoing oversight.

Real Estate Services Nationwide

Based in Boston, we work with real estate companies across the country.

Real Estate Financial Services in Miami, FL

We serve real estate businesses throughout the Miami metro area. Our controller services are available for companies of all sizes.

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Questions From This Industry

What is the difference between an outsourced controller and a bookkeeper?

A bookkeeper records what happened. A controller guarantees the output is right and designs the controls that keep it right. The practical test: "did this transaction get coded correctly" is a bookkeeping question; "is this customer segment margin-positive after support cost" is a controller question, and no amount of bookkeeping hours will answer it.

When do we need an outsourced controller instead of just a bookkeeper?

Any two of these together usually means the role is overdue: your close has slipped from 10 days to 20 without a matching jump in volume; you have restated numbers more than once this year; nobody owns the chart of accounts; your CPA is doing cleanup at year-end; or the same person both approves and pays invoices.

Can you work alongside our existing bookkeeper?

Yes, and that is the most common setup. We insist the controller is a different person from whoever does the bookkeeping — independent review is the entire value of the role. If the same person records and reviews, you have bought a title, not a control.

Do you have experience with Real Estate companies?

Yes. We specialize in Real Estate companies and understand property-level reporting. Our team knows the metrics that matter: NOI, Cap Rate.

Do you work with companies in Miami?

Yes. We work with clients across the Southeast and nationwide. Our team operates in Eastern time and can accommodate your schedule.

How quickly can you start?

Most engagements kick off within 1-2 weeks of signing. We'll audit your current setup and begin implementation immediately.