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Case Studies

Explore our curated Case Studies outlining how we’ve supported business transformations with Clients ranging from 50 units to 10,000+ units. Real-world examples showcase effective strategies, methodologies, and tools used to help organizations unlock value across every aspect of their back-office. If you are interested in similar results, reach out to Schedule a Free Strategy Call today.
property management

Residential (Large)

Unit Count:

7,100+ Units

Scope:

Bookkeeping, Virtual Property Management
real estate investment

Residential (Mid-Size)

Unit Count:

2,100+ Units (1500 Residential, 600+ Commercial Tenants)

Scope:

Bookkeeping, Virtual Property Management
advisory

Post Close M&A & Migration Activities, Ongoing Support

Unit Count:

4,000+ units

Scope:

Advisory, Bookkeeping
advisory

Migration Activities, Ongoing Support

Unit Count:

10,000+ units

Scope:

Advisory, Bookkeeping
property management

Residential (Mid-Size)

Unit Count:

1,200+ Units

Scope:

Advisory, Bookkeeping, Virtual Property Management
property management

Residential (Small)

Unit Count:

Grew from 70 Units to 220+ Units (less than 6 months)

Scope:

Bookkeeping, Virtual Property Management, Tax
property management

Commercial (Small)

Unit Count:

20+ Units

Scope:

Bookkeeping, Virtual Property Management
property management

Short-Term Rental (Large)

Unit Count:

100+ Properties

Scope:

Bookkeeping, Tax
property management

Short-Term Rental (Mid-Size)

Unit Count:

20+ Units

Scope:

Advisory, Bookkeeping
property management

Short-Term Rental (Small)

Unit Count:

Grew from 0 Units to 20+ Units (less than 6 months)

Scope:

Bookkeeping
real estate investment

Mobile Home Parks (Large)

Unit Count:

3,000+ Lots

Scope:

Advisory, Bookkeeping, Virtual Property Management
real estate investment

Mobile Home Parks (Small)

Unit Count:

500+ Lots

Scope:

Bookkeeping, Virtual Property Management
real estate investment

Industrial (Mid-Size)

Unit Count:

10+ Tenants

Scope:

Bookkeeping
real estate investment

Residential (Large)

Unit Count:

5,000+ Units

Scope:

Advisory, Bookkeeping
advisory

Audit & Sale Readiness

Unit Count:

200+ Units (150+ Long Term & 50+ Short Term Rentals)

Scope:

Advisory, Bookkeeping, Tax
advisory

Acquisition & Operational Due Diligence, Integration

Unit Count:

200+ Units

Scope:

Advisory, Bookkeeping, Virtual Property Management, Tax
advisory

Merger & Operational Due Diligence, Integration

Unit Count:

1,300+ Units

Scope:

Advisory, Bookkeeping, Virtual Property Management
advisory

People & Operational Due-Diligence

Unit Count:

600+ Tenants / 200+ Units (Student Housing)

Scope:

Bookkeeping, Virtual Property Management, Tax

Let’s Talk

Let’s take your next step towards transformation. Whether you need support with Virtual Property Management, Bookkeeping, Tax services, or Marketing strategies, we’re here to help. Contact us today to explore how our tailored solutions can drive your business forward. Partner with our comprehensive back-office platform and let’s achieve your goals together.
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Helping Investors & Managers achieve massive scale through simple systems and the right people, creating a business that serves them instead of the other way around.

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Pittsford, NY 14534

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Under no circumstances should any material at this site be used or considered as an offer to sell or a solicitation of any offer to buy an interest in any investment. Any such offer or solicitation will be made only by means of the Confidential Private Offering Memorandum relating to the particular investment. Access to information about the investments are limited to investors who either qualify as accredited investors within the meaning of the Securities Act of 1933, as amended, or those investors who generally are sophisticated in financial matters, such that they are capable of evaluating the merits and risks of prospective investments.

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