Oakfold Partners now reports 22 property entities in one monthly pack.
22
Entities on one close calendar
1
Investor report instead of 22
$96K
Saved through cost segregation
The challenge
Twenty-two entities with different year-ends and three bookkeepers between them. The owners were making decisions on numbers that were weeks old, and nobody fully trusted them.
Our approach
We started with a two-week diagnosis, cleaned up the history and set a fixed close calendar. Then we added accounting and tax planning so the team had both reliable books and someone to plan with.
The results
22: entities on one close calendar. 1: investor report instead of 22. $96K: saved through cost segregation.
Our investors finally read the report, because it fits on two pages.
Rachel Okonkwo
Managing Director
Client
Oakfold Partners
Industry
Real Estate
Services
Accounting, Tax Planning
Timeline
7 months
