Helping real estate investors with active businesses gain financial clarity without the overwhelm and confusion!
Do you want to get better at managing your monthly financials but have no clue where to start?
Well look no further! I've created a simple 5 step process that you can easily follow every month!
Welcome to REI Finance!
Your one stop shop for Financial Management solutions specifically designed for Real Estate and Service Businesses
Our mission is to help you gain financial clarity without the overwhelm, by bringing together industry knowledge as real estate investors and strategic guidance as financial professionals.
Through fractional CFO services we help you:
-Make confident business decisions
-Boost profitability and cash flow
-Secure your finances future and;
-Unlock time freedom
Curious what CFO Service is right for you?
Hi I'm Stefanie
Owner and founder of REI Finance, Wife, Mom, CPA, Real Estate Investor and Corporate Finance escapee
After a 10 year career in corporate finance, it was my two kids that gave me the push into self employment. I was attracted by the flexibility, scalability and building a life I never wanted to retire from.
After many hours of soul searching, I decided to marry two of my passions: finance + real estate. Where I enjoy all things numbers, many real estate and services businesses hate it. This is where I will make a difference!
My goal is to provide financial insight, foresight and oversight so that owners can gain clarity, have peace of mind and focus on propelling their business forward!
MY PERSPECTIVE
Financial Management is WEALTH PROTECTION
How would you feel if you had to prematurely sell your assets to cut your losses?
After working so hard to attain the assets in your portfolio and build your business, it's critical to ensure that it is managed properly. Through consistent financial management, you are able to get real time insight on the performance of your business giving you the ability to pivot and address any issues quickly. By looking ahead and making financial plans for the future, you are safeguarding yourself and your business from potential pitfalls.
How we can help you
CFO-Yourself
For beginner real estate and service businesses or those still managing their finances themselves. Get the financial tools and learn the systems you need in order to set up a solid financial foundation for your business!
Fractional CFO Services
For businesses already working with a bookkeeper and tax accountant, but are looking to gain greater insight, mitigate risk and plan for the future with a trusted fractional CFO!
Full Suite Financial Management
For businesses that are looking for a full suite of financial management (bookkeeper, fractional CFO and tax accountant) specifically catered to real estate and services businesses. Fully designed to meet the growth aspirations of your business!
New on the blog...
Financial Empowerment: A Real Estate Investors Guide
From one busy business owner to the next, I know firsthand how divided your time and attention can be while running your business. Where do your finances fall on your to do list? For most people, it’s typically last! And that’s a little scary!...
The Financial Infrastructure of a Real Estate Investing Business
A heavy topic, but in fact it's quite simple and very important for your Real Estate Investing Business. Essentially, how do you get your finances set up for success so that your real estate investing business is on a solid financial foundation...
What are the benefits of a Real Estate CFO?
Real Estate investors are typically eager to scale their businesses quickly and aggressively, changing the finance needs for their business overnight. The finance support for an investor with 1-3 properties is completely different than the support needed for an investor with 5-8 properties or more...
Before I started working with REI Finance I was in a constant roller coaster of emotions around my finances. I was constantly having to be reactive and I didn't have the clarity around what I could afford. Stefanie is extremely thorough and is really good at what she does. Through her deep dives on our numbers and partnering with her in my business, I have been able to gain the confidence to know exactly what I should focus on every month. She has helped me to start looking forward in my business and that has really helped me sleep better at night!
- Erika Brown, Real Estate Investor & Coach
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