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Financial Report

Working With Ian

Helping real estate investors and small business owners understand the numbers!

Real Estate Consulting

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Financial Consulting

  1. Accounting and Bookkeeping Initial Set-Up

  2. Multiple Company (and Property!) Set Up

  3. Financial Modeling and Underwriting

  4. Syndication Waterfall Preparation

  5. Sensitivity Analysis

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Acquisitions

  1. Due Diligence

  2. Brand Development

  3. Investor Presentation and Strategy

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Coaching

  1. Market Research: Learn more about Investing in Ohio

  2. From Zero to One: How to Buy Your First Rental

  3. Managing Your Portfolio: Optimizing Your Systems, Using a VA, Keeping

  4. Scaling Your Portfolio: Exploring Partnerships and Raising Capital

  5. Tools and Templates

Financial Consulting

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Bookkeeping Services

  1. Record cash activity

  2. Bank reconciliations

  3. Fixed Assets Accounting

  4. Post earnings record to ledger, preparing quarterly FS

  5. Maintenance of Documents 

  6. Reviewing outstanding AP & AR

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Fractional CFO

  1. Financial Statement Preparation

  2. KPIs and Reporting

  3. Cash Flow forecasting

  4. Creating a budget

  5. Managing liquidity

  6. Business Valuation and Exit Planning

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