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Our Services

Services

Expert Solutions to Move Your Business Forward

Accounting

Accurate, standardized corporate and trust accounting that turns financial data into clear, actionable insights.

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Financial Performance

Data-driven analysis and forecasting to uncover profit opportunities and improve financial performance.

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Process Design

Optimize systems and workflows using data to increase efficiency, consistency, and profitability.

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Pricing

Data-Driven Financial Performance for Real Profit Growth

$50,000 ProfitDive Package​

$4500

/One-Time Start-Up

Features:

  • Full corporate accounting GL conversion to the NARPM Accounting Standards with a 2 year historical look-back.
  • Includes a ProfitScore™ Financial Deep Dive to give you clarity on how you stack up to industry benchmarks as well as a ProfitPlan forecasting session to give you a confident plan to reach your financial goals.
  • If you are already on the NARPM Accounting Standards, the cost is $2,000 and includes a review of your GL accounting as well as the Deep Dive session.
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Pricing

Coaching Programs Designed to Help You Achieve Entrepreneurial Freedom

GameChanger

$1195

/ Month

Our GameChanger monthly services include:

  • ProfitScore™ Dashboard
  • ProfitPlan™ Forecast
  • ProfitPeers™ Mastermind
  • ProfitCoach™ Financial Coaching
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Boost

$495

/ Month

Our Boost monthly services include:

  • ProfitScore™ Dashboard
  • ProfitCoach™ Financial Check In Calls
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Our Data-Driven Process Design services are available at two levels:

Data-Driven Process Design

$2500

/ process

  • Just getting started with LeadSimple or Aptly or need a full rebuild? DDPD was designed for you.
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Data-Driven Process Optimization

$1500

/ process

  • Already running in LeadSimple or Aptly? Optimization is perfect for you.
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Our Accounting Services

Corporate Accounting

  • We categorize income and expenses according to the NARPM accounting standards and deliver thorough monthly financial reviews. From payables to payroll, we ensure your financials are accurate, structured, and decision-ready.
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Trust Accounting

  • We own the outcome of your trust accounting processes, including reconciliations, owner distributions, statements, and deposit refunds, ensuring accuracy, compliance, and peace of mind.
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Property Management Moves Fast. Stay ahead.

Join our free monthly webinar series and get actionable tips on finance, growth, team performance, and more.

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Ready to maximize
profitability?

Schedule a Business Performance Audit to get clear on your top 2-3 opportunities for maximizing your profitability.

Don’t see a time that works for you? Send us a message and we’ll find a time that does!