I specialize in real estate financial cleanup, QuickBooks cleanup, and lender-ready reporting for operators who need reliable numbers during:
refinances
acquisitions
capital raises
underwriting
investor reporting
monthly close
My work is structured for clarity, accuracy, and consistency — especially when financials must be reviewed by lenders, partners, investors, or underwriting teams.
THE PROBLEMS I SOLVE
Real estate operators usually contact me when something is breaking inside QuickBooks or when lender deadlines are approaching. Common issues include:
QuickBooks files that are messy or unreliable
Unreconciled accounts, mismatched categories, and numbers that don't reflect property performance.
T-12 doesn't match QuickBooks
NOI, revenue, or OpEx discrepancies that stop lender review.
Rent roll and financials don't align
Tenant-level revenue isn't mapping correctly across reports.
Lender deadlines are tight
Numbers need to be fixed, cleaned, and submitted quickly.
DSCR calculations aren't making sense
Cash flow and accrual adjustments are wrong or incomplete.
General ledger cleanup across real estate entities — CapEx vs OpEx corrections, revenue alignment, and supporting documentation.
Monthly Close (Optional After Cleanup)
Consistent, property-level accounting once the books have been stabilized.
Cash Flow & NOI Analysis
NOI normalization, OpEx verification, and lender-focused performance reporting.
Investor Reporting
LP reporting support, distribution schedules, and clear financial transparency.
Deal-Side Accounting
Acquisition and disposition accounting support, including opening balances and final reconciliation.
WHO I SUPPORT
Operators, sponsors, property owners, and capital partners who need clean, accurate, reliable financials to support:
refinances
acquisitions
capital raises
lender submissions
investor communications
portfolio reporting
If your work involves moving deals or managing real estate assets, I provide the accounting clarity behind the scenes so your financials are dependable and professional.
SERVICES FOR EVERY STAGE
Supporting your real estate journey
Acquisitions
QuickBooks setup, entity cleanup, and deal-side accounting.
Refinances
Lender-ready packages, T-12 cleanup, NOI verification, and cash flow documentation.
Capital Raises
Investor-grade statements, distribution schedules, and financial transparency.
Operations
Monthly close, reconciliations, and consistent reporting.
HOW I WORK
I keep my roster intentionally small so I can provide responsive, high-quality accounting support when timelines are tight and financial clarity matters.
Clean, well-prepared numbers — delivered when you need them.
MY APPROACH
What you can expect
Accuracy
Precise financial records that stand up to lender and investor scrutiny.
Consistency
Standardized reporting across properties and periods.
Organization
Clear documentation and structured workflows.
Fast Turnaround
Responsive support when deal timelines demand quick delivery.
Confidentiality
Discreet handling of sensitive financial information.
WHY BOUTIQUE MATTERS
The advantage of selective service
Selective Client Roster
Limited engagements ensure dedicated attention and responsive service.
Real Estate Specialization
Deep understanding of T-12s, rent rolls, NOI, lender requirements, and real-estate QuickBooks structures.
Direct Communication
Work directly with an experienced professional — no layers, no outsourcing, no hand-offs.