SERVICES
Work with a fractional CFO and gain access to high-level financial expertise at a fraction of the cost
How we can help you
CFO-Yourself
For beginner real estate and services 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 Real Estate 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 service businesses. Fully designed to meet the growth aspirations of your business!
LEARN MORE
MY APPROACH
Financial Management specifically designed for Real Estate and Service Businesses
As a real estate investor and service provider myself, I know exactly what insights you'll need in order to have the clarity to make big decisions
By combining over 10 years of experience working in Financial Planning & Analysis coupled with real estate investing experience, we create custom finance solutions to increase profitability, control cash flow, mitigate risk and unlock time freedom in your business.
CFO-Yourself
The perfect solution for investors still managing their finances on their own.
This downloadable package gives you access to the education needed to set up your finances for efficiency, the tools required to track and analyze your property's finances and the support from a fractional CFO to answer your every question along the way!
Fractional CFO Services
Perfect for investors looking to level up their finances.
Partner with a fractional CFO as part of your finance power team and unlock the capability of financial clarity. Following an in depth discovery call, a customized three tiered package with be designed specifically to target your greatest pain points and transform your business into a thriving enterprise.
Full Suite Financial Management
Perfect for investors that want a full financial power team that specializes in working with real estate investors.
You'll work with a combination of trusted finance professionals such as a bookkeeper, CFO and tax accountant who will provide the ultimate finance support to your growing business. All our service partners have experience with real estate investors and in most cases are real estate investors themselves! This winning combination of knowledge and experience enables us to create unique service offerings that speak YOUR language.
Stuck on what to do next with your real estate or service business?
Time for a Business Check Up!
During this project a Fractional CFO will:
Meticulously review your current financial records
Evaluate your profitability and cash flow
Identify opportunities for financial improvement and growth
Help you align your finances to your individual and business goals
Provide a list of insights and next steps to get you moving in the right direction towards those big goals!
Only a limited number of spots are open per month.
Pricing is dependent on the size and complexity of your portfolio.
- Erika Brown, Real Estate Investor & Coach
FREE DOWNLOAD
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!
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