Services we offer
Property managers and accountants are busy experts who usually have more tasks than time, so we offer several levels of services that will give them back that time. Whether it be a one time or an on-going analysis, performing a pre-audit will reduce the risk of long term errors and discrepancies and increase the confidence you have in your portfolio’s financial well-being. Because we care about you and your portfolio’s success, we will have frequent contact with you to ensure your trust is well placed.
Pulse Check Service
Starting at $1,500
A one-time assessment designed to identify inconsistencies for fees and trust accounts, documentation gaps and potential revenue loss within a portfolio up to the past 3 months. This is a perfect gateway towards our other services if you’re unsure of how useful a third-party quality assurance company would be for your portfolio. This also comes with a guarantee that if we don’t find any errors, discrepancies or lack of documentation then you pay only half the price!
Lite Service
Starting at $600/month
We understand that AI and automation are powerful tools but we also understand that they’re not perfect so we’ll check their data up to the previous 3 months to ensure financial statements are accurate. Automated errors can quickly compound and catching them early can save you the hassle of back billing or issuing credits in the future. We’ll report everything we find so you’re never left in the dark!
Standard Service
Starting at $1,000/month
We know that documentation is one of the most important pieces in the financial puzzle and without it there’s no confirmation on its integrity. We’ll expand our services and historical search up to 12 months for a deeper look into your documentation to ensure managerial instructions, publicly and internally known compliance is kept and provide a report of our monthly findings.
Premium Service
Starting at $1,500/month
Providing you with the highest level of independent financial oversight that we can give, we’ll create graphs, charts, analysis reports and have a scheduled consultation call regarding your portfolio’s financial health. We’ll also check the financials given by other third-parties because every aspect of a portfolio’s accounting is vital to its success!
*Services available only in the United States. Prices may vary upon portfolio size.
Contact us
Ready to partner with us or have questions? Please share your details below and we will reach out to you within 24 hours. We look forward to the opportunity to collaborate with you!