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Bookkeeper
& Accounting

Services We Provide

  • Record and categorize property transactions

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  • Reconcile asset and property management accounts and generate financial reports

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  • Assist with annual budget and forecasting

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  • Prepare documents for tax filing and audits

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  • Manage accounts payables and recievables

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  • Support ownership in any due diligence process as it relates to refinancing, acquisitions, and dispositions

Plans & Pricing

$1,200 per month

80 hours per month. 

All expenses will be approved by client and billed back accordingly.

$50 per hour

Great for a single project or short-term coverage. All expenses will be approved by client and billed back accordingly.

Executive
Assistant

Services We Provide

  • High-level administrative support with experience handling confidential business information

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  • Scheduling and calendar management, coordinating travel and logistics

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  • Prepare memoranda, presentations, and reports

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  • Liaison to clients, employees, vendors, and stakeholders

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  • Supporting executives with decision-ready information 

Plans & Pricing

$1,050 per month

80 hours per month. 

All expenses will be approved by client and billed back accordingly.

$45 per hour

Great for a single project or short-term coverage. All expenses will be approved by client and billed back accordingly.

Financial
Analyst

Services We Provide

  • Prepare proforma financial models and forecasts

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  • Analyze investment opportunities and return on investment (ROI) projections

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  • Prepare detailed cash flow and budget reports; create financial models and custom reporting

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  • Assist in the underwriting of acquisitions, dispositions, and divestitures of investment funds

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  • Identify risks and opportunities for investment opportunities, and possible acquisitions

Plans & Pricing

$1,650 per month

80 hours per month. 

All expenses will be approved by client and billed back accordingly.

$85 per hour

Great for a single project or short-term coverage. All expenses will be approved by client and billed back accordingly.

Marketing Specialist

Services We Provide

  • Design brochures, flyers, marketing materials, and other deliverables

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  • Create and coordinate email marketing campaigns, newsletters, and direct mailers

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  • Create digital and print ads, negotiate and coordinate placement

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  • Manage and update website (for website rebuilds or extensive website work, see Website Designer)

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  • Create and post basic LinkedIn posts (for robust social media management, see Social Media Specialist)

Plans & Pricing

$1,450 per month

30 hours per month. 

All expenses will be approved by client and billed back accordingly.

$75 per hour

Great for a single project or short-term coverage. All expenses will be approved by client and billed back accordingly.

Research
Specialist

Services We Provide

  • Conduct market analysis and compelling property comparisons and summaries

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  • Research industry trends and report insights; summarize findings into a presentation or summary

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  • Summarize leases and contracts; prepare an analysis and overview of trends and outliers

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  • Utilize mapping and industry tools to provide up-to-date market trends, data, and demographics

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  • Provide actionable market-specific insights to decision making

Plans & Pricing

$1,050 per month

80 hours per month. 

All expenses will be approved by client and billed back accordingly.

$45 per hour

Great for a single project or short-term coverage. All expenses will be approved by client and billed back accordingly.

Social Media Specialist

Services We Provide

  • Management of up to two (2) social media accounts–ask about pricing for additional accounts

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  • Create and post content, including templates for new hires, announcements, etc.

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  • Create and post video reels and video advertisements

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  • Place and boost advertisements–provide market data and trends to support advertising funds and ROI

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  • Content planning and management; quarterly reporting of efficacy, growth, and engagement

Plans & Pricing

$850 per month

20 hours per month.

Advertising and boosting will be approved by the client and billed back accordingly.

$50 per hour

Great for a single project or short-term coverage. Advertising and boosting will be approved by client and billed back accordingly.

Virtual
Assistant

Services We Provide

  • Manage email correspondance

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  • Schedule meetings and calendar management; book and confirm meetings and events

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  • Organize, file, and maintain a digital file system

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  • Data entry and CRM updates

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  • General administrative support designed to streamline daily operations

Plans & Pricing

$30 per hour

Great for a single project or short-term coverage. All expenses will be approved by client and billed back accordingly.

Website & Graphic
Designer

Services We Provide

  • Budget-friendly, high-quality starter website packages are great for new firms or solo brokers

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  • Contact us to inquire about custom websites and branding services and packages

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  • Brand and website refresh; brand standards, identity strategies, imagery licensing, logo refresh

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  • Website maintenance and repair, SEO audit and reporting, and digital brand audit and correction​

Plans & Pricing

Sites Starting at $3,500

All expenses will be approved by client and billed back accordingly.

$125 per hour

Great for a single project or short-term coverage. All expenses will be approved by client and billed back accordingly.

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