⭐Real Estate Investor Financial Checkup

Forensic-level clarity for every property, every entity, and every dollar.

⭐ Financial Checkup

A focused, controller-grade financial checkup that shows you how your portfolio is truly performing—deal by deal, entity by entity.

What This Is

Portfolio growth doesn’t have to feel overwhelming. This financial checkup gives you clean, accurate, deal-level visibility so you can see which properties are profitable, where money is leaking, and how your investments are performing across every entity. You’ll walk away with clarity, confidence, and a prioritized plan to stabilize and strengthen your portfolio.

Who It’s For

This financial checkup is ideal for real estate investors who:

  • Own multiple properties or entities

  • Are scaling quickly and need clarity

  • Want deal-level visibility, not just portfolio totals

  • Need clean books for lenders, partners, or tax prep

  • Are unsure whether their books reflect true performance

  • Want controller-level oversight without hiring in-house

If you’ve ever thought, “I think the portfolio is doing well… but I’m not sure,” this checkup is for you.

Financial Checkup Details

This downloadable summary outlines every component of the review so you can make an informed decision with confidence.

What’s Included

✔ Deal-Level Performance Summary

Clear, property-by-property visibility into cash flow, ROI, CapEx, and bleed points.

✔ Multi-Entity Structure Review

Clarity across LLCs, holding companies, partnerships, and intercompany transfers.

✔ Rehab & Construction Tracking Assessment

A review of budgets, invoices, draw schedules, and documentation gaps.

✔ Top 3 Recommended Next Steps

Specific, actionable guidance to stabilize your books and protect your investments.

✔ Optional Follow-Up Support

If you want help fixing what we find, we can discuss next steps, no pressure.

💵 Pricing

1–3 Properties: $750

4–10 Properties: $1,250

11–20 Properties: $2,000

20+ Properties: Custom Pricing

Transparent, fixed-rate pricing based on portfolio size.

Your final price will be confirmed before the checkup begins.

How It Works

To ensure a smooth, uninterrupted checkup, payment is required upfront. This secures your checkup slot and allows the checkup to begin immediately.

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Book Your Review

Complete the booking form below.

Receive Your Invoice

You’ll receive an itemized invoice based on the number of properties.

Secure Payment

Payment is processed through a secure online portal. Your checkup slot is confirmed once payment is received.

Upload Your Documents

You’ll receive a secure upload link and a checklist based on your form answers.

Receive Your Checkup in 5 Business Days

You’ll get your findings summary, performance insights, and action plan within 5 days. After ALL documents are uploaded

Optional: Implementation Support

If you’d like help correcting the issues identified, we can discuss next steps. Only if you want it, no pressure.

Ready to Bring Clarity to Your Portfolio?

Fill out the form below

Frequently Asked Questions

  • It’s a focused, controller‑grade review of your portfolio’s financial health. You’ll receive deal‑level clarity, entity‑level insights, and a prioritized plan to strengthen your books and improve visibility.

  • No. This is not an audit, assurance engagement, or tax service. It’s a clarity‑focused, forensic‑minded checkup designed to help you understand your numbers and identify risks before they become problems.

  • Once your documents are uploaded and payment is received, your checkup is delivered within 5 business days.

  • You’ll receive a secure upload link with a simple checklist. Most investors provide:

    • Profit & loss statements

    • Balance sheets

    • Bank statements

    • Rehab budgets

    • Entity lists

    • Property lists

    • Any documents you feel are relevant

  • If you’d like help implementing the recommendations, we can discuss next steps. There’s no pressure — the checkup stands on its own.

  • That’s completely fine. Most investors come to us because things aren’t perfect. The checkup is designed to bring clarity to whatever state your books are in.

What Clients Say

“I have used her for years, she has maintained our individual properties income & expenses, fixed asset schedules for each & consolidated ect., and as we have grown, so has our needs, and she has been ready for every phase of growth!”

— Leonard T., Property Management