Services

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Capital Stack & Cash Flow Planning 

Strategic modeling of how your project is funded and how capital moves over time. We map equity, debt, and incentives so timing gaps and pressure points are visible before they become problems.

Development-Phase Forecasting

Clear, forward-looking financial models that stress-test your assumptions. We evaluate base case and downside scenarios so you understand how cost overruns, delays, or rate shifts affect returns.

Budget & Contingency Oversight

High-level tracking of project budget versus actuals with a focus on cost-to-complete and contingency burn. This isn’t job costing — it’s capital discipline.

Stabilization & NOI Strategy

As projects move toward operations, we monitor ramp-up, operating performance, and long-term value positioning so the asset performs as underwritten.

Ongoing Strategic CFO Partnership

Regular strategy sessions to review capital position, forecast updates, and major financial decisions. I work alongside your CPA, lender, and legal team to ensure the financial structure supports the vision.

Year-Round Tax Planning
Strategic guidance throughout the year. We identify opportunities as they come up, so you can take action when it actually matters.

Entity Structure Optimization
Make sure your business is structured in the most tax-efficient way for your situation. Whether you're an S-Corp, Partnership, or C-Corp, or need to restructure, we'll evaluate what makes sense.

Proactive Strategy Sessions
Regular check-ins to review your tax position, plan for estimated payments, and adjust strategy based on how your year is actually unfolding.

Coordination With Your CPA
I work alongside your existing tax preparer to implement strategy throughout the year so they have everything they need at filing time and you're maximized your opportunities

Full-Service Bookkeeping
Monthly reconciliation, accurate categorization, financial statements you can trust. Everything organized and current.

Industry-Specific Expertise
I understand construction job costing, grant compliance, and real estate transactions. Your books will be set up correctly for your industry.

Proactive Communication
Regular updates, clear explanations, and communication when something needs attention.

Clean Foundation for Growth

When your books are accurate and current, you can actually see what's happening in your business. It's the foundation for making better decisions and eventually scaling into CFO-level strategy.