Financing Proposals and Projections
Cash Flow Projections
Start-up Advisory Services
Business Plan Development
Budgeting
Oversight of Internal Accounting, Payroll and HR Staff
Rent Collection
CAM Calculations and allocations
Project Funding
Lease Management
Partner/Equity Reporting
Real Estate Assessment and Grievance
PILOT/StartUp NY Program Tracking
Investment Evaluation
Property walk-throughs and inspections
Trend Analysis
General Ledger Reconciliation Support
NCUA Call Report Support
Federal Reserve Board Form 2900 Reporting
NYS DFS Volume of Servicing Reporting
IRS Form 945 Reporting
“A firm’s income statement may be, likened to a bikini-
what it reveals is interesting but what it conceals is vital.”