Finalyze specializes in being Trusted CFO Advisors to Real Estate Investment Firms and Developers. We get asked the question a lot, aren’t you just bookkeepers for our business? Couldn’t I just us a mortgage broker or Controller to handle my finances? What about my existing accounting firm or real estate tax accountant?
A Real Estate Fractional CFO provides strategic finance, accounting, and tax support on an as requested or tailored basis. Most of our clients are small to mid-market real estate firms that typically have an in-house accounting team or bookkeeper but have more complex needs as they attract 3rd party investors or are running multiple investment projects.
The main advantages that Finalyze brings to our clients as a Real Estate Fractional CFO are the following:
- CFO Advice at a Scalable Cost – Our clients typically don’t need a full-time CFO in-house but do require our advice or service on an “as needed” basis. Finalyze is pleased to tailor a package that allows our clients to obtain the expertise they need at pricing that scales with their business needs. We work as an extension of your existing team allowing us to supplement your team’s skillset.
- North American Real Estate Industry Expertise – Our team has specific real estate industry and public accounting experience working with real estate investment firms, developers, and structuring real estate investment opportunities across North America. We bring industry knowledge and the detailed nuance required to handle complex areas such as Net Asset Valuation (NAV) calculations for funds or supporting our development clients with job cost reporting and managing lender funding during tight cash flow timelines.
- Support throughout the investment lifecycle – Our unique Plan, Raise, and Manage approach allows our team to work with you from the initial concept of your project right, supporting you through funding, and finally helping manage your ongoing portfolio and investor reporting needs. We aim to build lifelong relationships with our clients and serve them throughout the investment lifecyle.
Our team uses industry leading real estate software and has deep strategic relationships across North America. Reach out today at Info@FinalyzeCFO.com to book a consultation and see how we can be your Trusted CFO Advisor!