MBA/CPA ACCOUNTING, FINANCE, Financial Modeling REAL ESTATE Consultant
I am a CPA/MBA with 15+ years of Commercial Real estate, Real Estate Development, Home building, Valuation, Portfolio Investment, Executive Level Accounting and Finance experience. In addition, a Microsoft Excel and ARGUS Financial Modeling Expert!
I also do TAXES! I can help with prep or filings for past tax years or current 2024.Help with IRS Disputes for
- Individuals (Form !040) - Enjoy helping entrepreneurs and startups!
- Corporate (Form 1120)
- Partnerships (Form 1165) including K-1s
- LLCs, and Sole Proprietors (Schedule C Income)
- Amended Returns (including multiple year 1040-x)
- Settling IRS Disputes
- Homeowner Associations (HOAs) - Form 1120-H
I also offer remote/In Person Accounting/Finance services including as Interim CFO/Controller, FPA, Project Manager, Asset/Portfolio Manager, and Senior Financial Analyst. Will travel to client on own expense. I can work with remotely or travel to out-of-state client on my own expense. Engagements/Projects can range in duration from a few hours to 6 months or longer.
SERVICES INCLUDE:
● Real Estate Consulting ● Financial Modeling (Microsoft Excel or ARGUS) ● Executive Level Finance and Accounting ● Underwriting ● Real Estate Development ● Acquisition ● Due Diligence ● Portfolio and Real Estate Transaction Management ● Highest and Best ● Entitlement ● Project Financing ● Valuation ● Debt/Equity Water Fall Analysis ● Budget/Forecasting ● Construction Cost Analysis ● Market Analysis ● Tax Planning ● Financial Reporting ● Asset/Property Management including CAM Reconciliation, YARDI setup ● Visual Lease ● FPA -Budgeting/Forecasting, Monthly/Quarterly Reporting ● Investor Deck ● Business Valuation ● Excel Projects (Business non-real estate/Real Estate) ● Banking ● Contract Negotiations (LOIs & Purchase Agreements) ● Mentoring/Career Development/Tutoring ● Tax Prep or Filings for Individuals, Partnerships, LLCs, and Corporate returns ● Comfort Letters for Underwriters
EXPERIENCE WITH FOLLOWING TYPE OF PROPERTIES:
● Multi-family ● Office ● Hotel/Hospitality ● Retail ● Home building ● Land Development ● Renewable Energy (Biogas/Solar) ● Industrial ● Banking
CURRENT/PREVIOUS CLIENT TYPES:
● Developers, ● Construction Contractors, ● Entrepreneurs, ● REITs, ● Institutional Commercial Real Estate and ● Asset/Property Management ● Financial Institutions and Banks ● Start-ups ● Fin Tech ● SaaS Software ● Automotive ● Renewable Energy
EDUCATION:
- Masters Degree in Real Estate Development (WP Carey Business – Arizona State Univ)
- Masters Degree in Accounting (Leeds Business – Univ of Colorado-Boulder)
- Bachelors of Science in Finance (Leeds Business – Univ of Colorado-Boulder)
LOCATION:
Based in Austin, TX where I previously relocated from Los Angeles after 5 years working for Deloitte and Touche (Big 4 Consulting/Accounting firm) in the National Real Estate practice. I continually work with clients across the US and maintain strong market network on the East Coast including in New York City. I can work remotely or will travel to clients out-of-state on own expense. I have previously worked with two clients in NYC and New Jersey (outside of NYC), one of implementation of NetSuite for mid-size solar company, and a financial modeling project for real estate brokerage.
• First 1-hour FREE consultation for new clients - My rate is based on a negotiated contract hourly rate or project basis depending on the scope of work.
• Will be able to provide excellent References, Letter of Recommendations, Portfolio Summary, and LinkedIn profile.
• Provide current Valid Professional Insurance including Errors and Omissions Insurance.
• Will submit to full background check.
Serious Inquiries ONLY Please, No spams or Scams. I look forward to speaking with you!