Let's talk before we talk services.
No packages. Tell me what you're working on and I'll say where I can help, what my team should handle, or who to call instead.
Three ways to work together
Get the books right
Real-estate bookkeeping is different. MyREIBookkeeper, the firm I founded, runs the books property by property and delivers monthly financials you can manage from.
- Monthly or quarterly bookkeeping
- Property-level and multi-LLC reporting
- Clean financials for lenders, investors and your CPA
Go deeper with a CPA who operates
The work I do personally for sponsors and operators: waterfalls and distribution analysis, sensitivity analysis, investor reporting, fractional CFO.
- Fixed-fee projects or a monthly retainer
- Scope in writing before any invoice
- Built on models I use for my own deals
Learn, or invest alongside
The Cincinnati Investor Pod runs through CincyCashFlow. Passive investing runs through Three Little Pigs.
- The Cincy Cash Flow Report, twice a month
- The Cincinnati Investor Pod, five seats per cohort
- Passive investments through Three Little Pigs
Advanced finance work, done by the person who signs the guarantee
Ten years closing venture-fund books, five years underwriting apartments. I built every one of these for my own deals and take them on for others when the fit is right.
Book a consulting call- Syndication waterfall modeling and distribution analysis. Preferred return, catch-up, promote tiers, IRR hurdles, and the quarterly "distributable versus actual" review.
- Sensitivity and scenario analysis. Rents, exit cap, interest rate, occupancy and capex, so you know which assumption is carrying the deal.
- Underwriting model review before you go to LOI, from someone who reads T12s for a living.
- Investor reporting packages. Financial statements, management discussion, notes, and dashboards LPs actually read.
- Fractional CFO. KPIs, cash-flow forecasting, budgets, liquidity, lender covenants, and a monthly close that holds up.
- Entity and accounting set-up for multi-property, multi-LLC structures, including intercompany.
- Valuation and exit planning for operators and property-management companies.
Three steps
- Step 1Introductory call
Fifteen to thirty minutes. You tell me what is going on: the deal, the books, the reporting mess, the growth plan.
- Step 2Recommended next steps
I will say whether it is a MyREIBookkeeper engagement, a project I take on myself, something you can do without paying anyone, or a referral to someone better placed.
- Step 3Scope in writing
A fixed-fee project or a monthly retainer, with the deliverables listed before the first invoice.
Common questions
Do you still take coaching clients?
Currently, no. I do run the Cincinnati Investor Pod in small, application-only cohorts.
Do you work with businesses outside real estate?
Currently, no. In the past, I have provided fractional CFO services to businesses with bookkeeping already in order, including gyms, studios and professional services firms. Contact me if there is a need, and I can direct you to the appropriate resource or contact.
What does it cost?
MyREIBookkeeper publishes its plans on its site. Project and retainer work is quoted after the introductory call, in writing, and the introductory call itself is free.
Are you taking on new syndication clients?
Waterfall, reporting and CFO work for other sponsors is limited to a few engagements at a time so it does not compete with our own deals. If there is a wait, I will tell you on the call.
Start with a conversation.
Two calendars, one calendar page. Pick the introductory call if you are not sure which you need.