Residential (Small)

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Residential (Small)

Overview

The Client, a Boston based Property Management firm came to OPTIMAL looking to Partner with a firm that could help them manage their back-office so they could focus on growth.

OPTIMAL first completed historical catch-up/clean-up in Yardi, migrated them to Buildium, and set up standard operating procedures for ongoing management. Migration and standard operating procedure setup was completed within 3 months.

With OPTIMAL managing the back-end processes, the Client scaled seamlessly over the following 3 months, adding 150+ doors. As they grew, OPTIMAL built out a bookkeeping team and the Client added two full-time Assistant Property Managers to manage their continued growth.

Quick Stats

Unit Count

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

Property Type

Single Family, Multi-Family

Scope

Bookkeeping, Virtual Property Management, Tax

Software

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advisory

Post Close M&A & Migration Activities, Ongoing Support

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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.

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.

Contact

Global Locations

Powder Mill Office Park
1151 Pittsford Victor Rd, Suite 223
Pittsford, NY 14534

About Us

Services

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.

Residential (Small)

Quick Stats