Overview

The Client, a NYC based Real Estate Investment Firm came to Optimal looking to Partner with a firm that could help them completely outsource their back-office bookkeeping operations.

Optimal first completed historical catch-up/clean-up in Rent Manager and set up standard operating procedures for ongoing management.

The clean-up and standard operating procedure setup was completed within 3 months working hand-in hand with the CFO and COO. Optimal met with management and key stakeholders through a series of process outlining sessions. Once Current State processes were fully understood, Future State was designed and implemented.

With Optimal managing the firm’s back-office bookkeeping, the Client was able to stabilize their operations, better utilize in-house staff, save money through increased use of automation, and begin executing on plans to double their portfolio over the next 1-2 years.