⭐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.
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.
Case Study: Correcting a $40,000 Cash‑Flow Swing Before an Investor Scaled
⭐Correcting Cash-Flows Before Scaling
A real estate investor noticed their cash flow didn’t match expectations after adding new units and hiring a property manager. The Financial Checkup uncovered inconsistent expense coding, double‑charged management fees, incorrect owner draws, and security deposits mixed with operating funds — all of which distorted true property performance.
After reconstructing each property’s activity and aligning the books, the investor gained a clear cash‑flow picture and avoided scaling with inaccurate numbers.
💵 Investment
1–3 Properties: $750
4–6 Properties: $1,500
7–9 Properties: $2,250
10-12 Properties: $3,000
13-15 Properties: $3,750
16-18 Properties: $4,500
19-21 Properties: $5,250
22+ Properties: Custom Pricing
Transparent, fixed-rate pricing based on portfolio size.
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.
1.Request Your Review
Complete the booking form below.
Please note amount for number of properties.
2.Complete Payment
Payment is processed through a secure online portal, you will receive link after form is submitted. Your checkup slot is ONLY confirmed once payment is received.
3.Upload Your Documents
You’ll receive a secure upload link, upload instructions, document lists, and intake form via email after payment is confirmed.
4.Receive Your Checkup in 5 Business Days
After ALL documents are uploaded, you’ll get your findings summary, performance insights, and action plan within 5 business days.
5.Optional: Implementation Support
If you’d like help correcting the issues identified or ongoing support, we can discuss next steps. Only if you want it, no pressure.
Ready to Bring Clarity to Your Portfolio?
Complete the short form below to begin your checkup request.
Your total will appear after you select the number of properties.
High‑Volume Note:
Investors with 22+ properties, please pay maximum rate per above at checkout. Additional payment will be required after evaluation, but spot will be reserved and process will continue during evaluation.
If you’re still unsure whether your portfolio is structured to scale, a free consultation can help you see what’s working — and what needs attention before you grow.
No pressure, no commitment — just clarity on what you need and what fits your situation.
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.
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