Blog & Tips

Many of our conversations are with ambitious business owners seeking advice and guidance to help them crush their financials goals. Taking a step back their business might be too small to afford a full-time CFO so they use the services of a more traditional accounting firm or bookkeeper. They have big goals to grow revenue, […]

Continuing in our series we are pleased to share Part 2 where we are focusing in on development cost metrics which are critical in evaluating a real estate project for investment. By way of background, real estate development involves a number of core activities including site identification, due diligence, land acquisition, land entitlement, architectural design, […]

For real estate investors conducting a thorough financial analysis of a real estate development project is critical before placing your hard earned capital. A small change in one assumption could completely swing a project from success to failure. From a returns perspective development provides savvy investors an opportunity to generate returns well above the public […]

I was speaking to a growing real estate developer involved in projects across North America. They have a strong leadership team, solid access to capital, and have a steady pipeline of development projects. As they grow a key consideration is building an organization that allows them the scalability and stability to preserve investor confidence and […]

By end of June, most Canadians have filed their personal returns in April and are working through their self-employed and corporate tax returns in June. We can all now relax and enjoy the summer! Summer is a great time to relax but also a great time to reflect. Was your Tax Season too taxing? Before […]

As I meet with Real Estate Investors and Developers they usually tell me “I have Fred or Sally handling my bookkeeping for the past 15 years. They key in my invoices into Quickbooks desktop, print cheques for me to sign, go to the bank to deposit the rents, and send me my financials at the […]

As I have conversations with small and medium business owners (SMBs) and families with property portfolios the most common sentiment is they feel their business or portfolio is too small for a CFO. On a monthly basis, their Bookkeeper is paying their bills, collecting rent, and ensuring any employees are getting paid. They might even […]

Mid-year is a great time for a checkpoint on how your real estate investments are performing. There are a number of key areas to consider as you evaluate the performance of your real estate portfolio. However, the common issue we see with clients is they don’t take a step back to build a 1 year, […]

The following is general advice and guidelines for Canadian real estate investors. For more specific advice please review your situation with an experienced advisor specializing in cross-border tax implications. A common question comes up in our discussions with real estate investors. Many Canadians are intrigued by US real estate investment opportunities but are unsure whether […]

Real Estate Development is capital intensive and involves many simultaneous workstreams to ensure your cash flow is managed efficiently. One might ask, isn’t it just bookkeeping and invoice payment? Is it really that complex? The short answer is “it depends”. If you have the right process with controls and process accountability you can efficiently run […]