About This Service

MBA/CPA ACCOUNTING, FINANCE, AND FINANCIAL MODELING REAL ESTATE CONSULTANT

I am a Certified Public Accountant and MBA with over fifteen years of comprehensive experience in commercial real estate, development, home building, valuation, portfolio investment, executive-level accounting and finance, and financial planning and analysis. I am also an expert in Microsoft Excel and ARGUS financial modeling, specializing in analyses such as net present value, cash flow, internal rate of return, and capitalization rates.

Additionally, I provide tax services. I can assist with tax preparation or filings for previous years or the current 2024 tax year. I also offer help with IRS disputes for:

• Individuals (Form 1040)
• Corporations (Form 1120)
• Partnerships (Form 1065)
• LLCs and Sole Proprietors (Schedule C Income)
• Amended Returns (Form 1040-X)

I offer both remote and in-person accounting and finance services, including roles as an Interim CFO or Controller, FPA specialist, Project Manager, Asset or Portfolio Manager, and Senior Financial Analyst. I am available to work remotely or can travel to out-of-state clients at my own expense. Engagements can vary in duration from a few hours to six 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 Use Analysis
• Entitlement
• Project Financing
• Valuation
• Debt/Equity Waterfall Analysis
• Budgeting and Forecasting
• Construction Cost Analysis
• Market Analysis
• Tax Planning
• Financial Reporting
• Asset and Property Management, including CAM Reconciliation and YARDI setup
• Visual Lease
• Budgeting/Forecasting and Monthly/Quarterly Reporting
• Investor Deck Preparation
• Business Valuation
• Excel Projects (for both business and real estate)
• Banking
• Contract Negotiations (LOIs & Purchase Agreements)
• Mentoring, Career Development, and Tutoring
• Tax Preparation or Filings for Individuals, Partnerships, LLCs, and Corporations

EXPERIENCE WITH THE FOLLOWING PROPERTY TYPES:

• Multi-family
• Office
• Hotel and Hospitality
• Retail
• Home building
• Land Development
• Renewable Energy (Biogas/Solar)
• Industrial
• Banking

CURRENT AND PREVIOUS CLIENT TYPES:

I work with both real estate and non-real estate clients.

• Developers
• Construction Contractors
• Entrepreneurs
• REITs
• Institutional Commercial Real Estate Firms
• Asset and Property Management Companies
• Financial Institutions and Banks
• Start-ups
• Fin Tech Companies
• SaaS Software Firms
• Automotive Industry
• Renewable Energy Sector

EDUCATION:

• Master\'s Degree in Real Estate Development (WP Carey Business School – Arizona State University)
• Master\'s Degree in Accounting (Leeds Business School – University of Colorado Boulder)
• Bachelor of Science in Finance (Leeds Business School – University of Colorado Boulder)

LOCATION:

I am based in Boulder, Colorado, having relocated from Los Angeles after five years with Deloitte and Touche in their National Real Estate practice. I continue to work with clients and maintain a strong professional network in both Southern and Northern California, including Los Angeles. I am available for remote work or will travel to out-of-state clients at my own expense.

• I offer a complimentary first one-hour consultation for new clients. My rate is based on a negotiated contract, either hourly or project-based, depending on the scope of work.
• I can provide excellent references, letters of recommendation, a portfolio summary, and my LinkedIn profile.
• I carry current valid professional insurance, including errors and omissions coverage.
• I am willing to submit to a full background check.

Serious inquiries only, please. I do not respond to spam or scams. I look forward to speaking with you.