S.M.A.R.T. Leverage System & CFO Services
Helping Real Estate Investors transform their slow-growth businesses into cash generating machines.
This exclusive, high performance system is separate from our standard bookkeeping services. We combine our knowledge of the REI industry with high-impact advisory services in a step-by-step process, getting our client closer to their goals and putting more cash in their pockets.
What this is not:
- A get-rich-quick scheme: parts of this system will be easy, some will be hard
- Done-For-You Growth: If you're not working the system, we part ways
- A 1031 Exchange "One-Trick-Pony" Program
- Tax advisory services
- Financial advisory services
- "Just" bookkeeping
What this is:
- A strategic partnership with experts in real estate cash flow analysis and action
- Access to our in-house database of RE business cash flow information, showing you how you're doing compared to your competition on a national level
- A long-term cash flow improvement program
- Collaboration between entrepreneurs willing to do whatever it takes to grow and maximize your business
To qualify for our S.M.A.R.T. Leverage system, you:
- need to have a bookkeeping system in place - we prefer ours 🙂
- need to be generating a minimum of $500,000 a year in sales in your company
- know you're ready to bring in a cash flow advisor-wizard-extraordinaire
- need to be willing to take massive action
- need to be coachable
- need to be willing to dedicate at least 12 months to this system
Pricing: Outsourced Bookkeeping is charged at our regular rate. The additional features, systems, and accountability in the S.M.A.R.T. Leverage do not have a pre-set, "due-up-front" fee: if it doesn't work for you, we don't charge anything. Instead, we calculate our S.M.A.R.T. fee based on the growth we can get for your business.