Services
Detailed Financial Reporting
Get clear, customized reports that break down income, expenses, and profit by property, project, or service line. Real estate investors gain visibility across their portfolio, while contractors see true job profitability. With our 3-D reporting, you’ll have the numbers you need to make smarter decisions and grow your returns or margins.
Loan Tracking and Management
From real estate loans (PLOCs, HELOCs, hard money, mortgages) to business financing (credit lines, equipment loans, project draws), we monitor every balance and payment. You’ll always know your debt position and its impact on cash flow — whether you’re expanding a portfolio or scaling a contracting business.
Portfolio & Entity Oversight
Whether you own rentals, manage properties across LLCs, or run projects under multiple business entities, we keep everything organized. Investors see their full portfolio at a glance, and contractors gain a clean view of operations across projects and divisions. Either way, you get accurate books and a bird’s-eye view of your entire business.