Fractional Controller · CPA–Accounting Bridge · Tax Planning
I provide institutional-grade accounting and tax advisory to real estate owners and operators who need more than a bookkeeper — without hiring a full-time controller.
With 10 years of CPA experience and 8 years in property management, I specialize in bridging the gap between operations, internal accounting teams, and external CPA firms to ensure accurate reporting, proactive tax planning, and smooth year-end processes.
I serve real estate owner-operators, property management companies, and multi-entity portfolios that have outgrown a bookkeeper but don't need — or can't justify — a full-time controller.
Engagements are tailored to your business — retainer, project-based, or ongoing advisory. No long-term commitment required.
Senior-level oversight of your accounting function — without the full-time overhead.
Clean, CPA-ready books that reduce your professional fees and accelerate year-end.
Proactive, non-compliance tax planning to reduce your liability year-round.
Catch-up and cleanup work to get your books current, accurate, and CPA-ready.
Prepare your records for an upcoming audit, tax season, or due diligence review.
Fill the accounting leadership gap during staff turnover or transitions.
Reporting and accounting support for acquisitions, dispositions, and refinancing.
Uniquely positioned at the intersection of real estate operations, internal accounting, and external CPA work — a rare combination that gives you the full picture.
You get a controller-level mind engaged on your business — without the salary, benefits, or long-term commitment of a full-time hire.
I work alongside your external CPA firm, not around them — ensuring continuity, cleaner books, and fewer surprises at year-end.
Every engagement is structured around your needs — whether ongoing retainer, one-time project, or interim coverage. No rigid packages.
Whether you're managing a handful of properties or a complex multi-entity portfolio, I scale to your needs — bringing institutional-quality accounting and tax thinking to businesses of every size.
Schedule a ConsultationLet's discuss your accounting and tax advisory needs. Reach out directly — no forms, no gatekeepers.
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