As certified NetSuite partners, we help you make the most of NetSuite’s functionality for accurate and efficient accounting, tailored to the needs of your industry.
Our team offers the following core services to help you master your financial management, and transform data into meaningful insights:
Our CPAs can help you with data review, cleanup, and migration to consolidate information from multiple sources, ensuring consistency and accuracy. We also offer ongoing support and maintenance, to ensure you’re using the NetSuite system to maximize its capabilities.
We help our clients to focus on the critical metrics for their business. Through optimizing processes and integrations, implementing automation, as well as creating bespoke dashboards and reports, you can gain a competitive advantage in the real-estate industry.
Not only does our team provide ongoing NetSuite support, but our controllers are fully equipped to handle your day-to-day financial management. We provide expert oversight of your operations to ensure accurate and compliant ledgers.
This includes:
Preparing financial statements for accurate reporting
Adjusting entries for accurate period-end closing and insights
Conducting monthly reconciliations and accounting clean-ups
Overseeing cash flow management and budgeting
Analyzing financial data for strategic decision-making
Maintaining internal controls to prevent fraud and ensure transparency
Coordinating external audits for compliance
Standard payroll processing tasks
Due diligence for any acquisitions
Analysis of cost segregation issues
Finding and reporting deductions for passive activity
Keeping track of all 1031 exchanges
Working hand in hand with your investment groups and other advisors (lawyers, bankers, etc.)
Calculating project and ongoing development costing and profitability
Forecasting profits
Monitoring revenue and collection patterns
Assist with equity and profit and loss allocation strategies
Project management and accounting software solutions
Identifying tax strategies for Opportunity Zone Funds
Navigating real-estate accounting and operations can become a full-time job, especially if your agency is expanding. Without a dedicated controller, you are at risk of data discrepancies and non-compliance. Signs your business needs dedicated controller services: You are experiencing rapid growth. Your business is experiencing constant account-related errors or inconsistencies. Top management is getting too involved in accounting-related queries, taking them away from core operations.
With the help of our NetSuite controllers, you can mitigate the risks associated with migrating to different software and make the most of NetSuite’s functionality. This includes: Expertise and knowledge Time and cost savings Scalability and flexibility By outsourcing controller services, you can focus more on core operations without getting bogged down in financial administration.
Our controllers bring specialized knowledge of real estate regulations, including local, state, and federal laws. As such, we can help you ensure that your financial processes adhere to industry-specific compliance standards, to reduce the risk of penalties, legal issues, or potential audits. We also continuously monitor regulatory changes affecting the industry, to ensure your business remains compliant with the latest laws.
No! While our team will help you with financial management, and maintain oversight, you still have ultimate control of your finances. Consider us a partner to your internal team.
Yes. Our clients feature large and small businesses, across a number of industries. This means we can offer flexible services tailored to your business.