MBA/CPA TAX, Accounting, Financial Modeling, Finance REAL ESTATE - financial services

I am a CPA/MBA with 15+ years of Commercial Real estate, Real Estate Development, Home building, Valuation, Portfolio Investment, Executive Level Accounting/Finance, and FPA experience. In addition, a Microsoft Excel and ARGUS Financial Modeling (i.e. NPV, CF, IRR, Cap Rates) Expert!

WE CAN HELP WITH TAX PREPARATION and FILING (Tax Year 2025, Prior Years, AMENDED returns including K-1s) and IRS DISPUTES.

- Also work with Homeowners Associations (HOAs) to prepare filing Form 1120-H and do financial reviews

I also offer remote/In Person Accounting/Finance services including as Interim CFO/Controller, FPA, Project Manager, Asset/Portfolio Manager, and Senior Financial Analyst. 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) ● Corporate Comfort Letters for Underwriters ● Mentoring/Career Development/Tutoring ● Tax Preparation and Filings

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: I work with Real Estate and Non-Real Estate Clients

● 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 Boulder, CO 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 and maintain strong market network in Southern and Northern California including in the San Francisco Bay area.. I can work remotely or will travel to clients out-of-state on own expense.

• 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.

I look forward to working with you! Please no scams.