Best For: Portfolios up to 5 properties with bookkeeping support that need a consistent quality control layer before financials go out.
Core Scope:
Monthly pre-distribution review of financial statements and billing summaries.
Verification and flagging of ledger errors, missed fee setups, and misclassified charges.
Recurring monthly evaluation schedule ensuring statement accuracy.
Key Deliverables & ROI:
Deliverable: Monthly Findings Summary delivered by the 10th of every month.
ROI: Prevents embarrassing statement corrections, protects owner trust, and eliminates rework without adding internal staff.
Pricing: $1,200 – $1,800 / month
Best For: Portfolios up to 5 properties with bookkeeping support that need a consistent quality control layer before financials go out.
Core Scope:
Monthly pre-distribution review of financial statements and billing summaries.
Verification and flagging of ledger errors, missed fee setups, and misclassified charges.
Recurring monthly evaluation schedule ensuring statement accuracy.
Key Deliverables & ROI:
Deliverable: Monthly Findings Summary delivered by the 10th of every month.
ROI: Prevents embarrassing statement corrections, protects owner trust, and eliminates rework without adding internal staff.
Pricing: $1,200 – $1,800 / month
