A CFO for every Property Manager…

CFO's Provide: Accounting & Controls, Financial Reporting & Analysis, and Strategic Planning

Package A B C
Description
The Accounting Package
The CFO Package
The Analytics Package
Monthly Price <250 Doors
$1,750
$2,250
$1,000
Monthly Price <500 Doors
$2,000
$2,500
$1,000
Monthly Price <750 Doors
$2,250
$2,750
$1,000
One-Time Set Up Fee
$3,000
$3,500
$2,000
Corporate Accounting (1) Business
Financial Health Report
Drill-Down Analytics System
Financial Reporting Analytics
Strategy Calls

FINANCIAL REPORTING & ANALYSIS

Financial Health Report
included in Pkg B&C
A Financial Health Dashboard system that benchmarks you in the key areas of Profitability, Growth, Churn, Marketing Spend, Labor Utilization and more. One High-Level report intended to give you an overall pulse on your business.
Drill-Down Analytics System
included in Pkg B&C
Take your Financial Health Analysis deeper by drilling down into every area to see the details and trends that will help you assess, improve and track your results over time. Set goals based on the details and watch your numbers improve over time.
Financial Reporting Analytics
included in Pkg B&C
Review your monthly financial reports like a CFO with access to your online portal with full Accounting P&L Reporting with drill-down capabilities. Strategically walk through our process of how to review at a high-level and drill into the details that affected your results.
These 3 items are packaged in 1 online portal that you will have personalized access to.

STRATEGIC PLANNING

Strategy Calls
included in Pkg AB&C
Access to the Monthly Zoom Calls with the CFO Team. Meetings will be conducted in a group setting with other Property Managers. Topics will be a mix of financially driven and general business issues based on the needs of the participants. Learn what your action items need to be based on your Financial Health Analytics.
Business Planning Workshops
$500/session
CFO guided full-day planning workshop where you will be taken through a proven process to set ambitous but reachable annual and quarterly goals. This format is ideal for smaller businesses that do not have a full leadership team yet
Business Coaching with S2
$2,500/month
Full implementation of the System & Soul business framework. This includes on-site quarterly meetings with your Leadership Team and monthly one-on-one calls with your Coach & CFO.
Sell or Buy a PM Business
Call for details
If your goal is to sell your business or you are interested in purchasing a PM company, we will work with you on accomplishing that goal with a commission based model.

ACCOUNTING & CONTROLS

Corporate Accounting
included in Pkg A&B
Full service book-keeping in Quickbooks Online. Includes Bill Pay, Payroll, Bank Reconciliations. Everything you need to have consistent monthly financial reporting and a clean set of books to hand your tax-accountant at year-end. Ask about discounted pricing for multiple business entities
Property Management Accounting
$1/Door + $17-35/Hour
Full service accounting in your Property Management Software. Our team can perform the accounting and clerical functions needed in your system to generate accurate and timely owner statements. This service can be implemented on a task by task basis or full-scale.
Trust Accounting Auditing
$350/Month for 2 accounts
Bank reconciliations and triple tie-outs for your trust accounts in your PM software. 3rd party oversight of your bookkeeper to assure accuracy and control. Monthly report of findings that go beyond the Real Estate Commission requirements to ensure that you are sending accurate statements to your property owners.