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Services are customized to reflect the unique requirements of each project. Pricing varies based on scope and is determined following a detailed review of your needs.
Dedicated Project Management (Specializing in Real Estate & Physical Operations)
Dedicated Project Management (Specializing in Real Estate & Physical Operations)
I. Asset Lifecycle & Construction Oversight
I. Asset Lifecycle & Construction Oversight
Project Budget & Variance Tracking
Real-time monitoring of renovation and construction costs against the baseline budget to flag overruns immediately.
Construction Draw Management
Administration of lender draw requests, lien waiver collection, and rigorous management of general contractor payout schedules.
Procurement & Compliance Oversight
Organization of contractor quotes, invoices, COIs, and W-9s to ensure strict project compliance before funds are released.
Financial Project Management & Fiscal Execution
Financial Project Management & Fiscal Execution
I. Fractional CFO & Financial Governance
I. Fractional CFO & Financial Governance
Financial Roadmap & Action Plan
Custom budgeting, debt reduction strategy, and capital allocation overviews for investors and scaling businesses.
Ongoing Executive Oversight
Two 45-min strategy calls/month, budget variance tracking, and dedicated advisory support for immediate project-level financial decisions.
II. Core Financial Bookkeeping
II. Core Financial Bookkeeping
Essential & Growth Reporting
Monthly categorization, standard bank reconciliations, and delivery of P&L + Balance Sheets, with enhanced KPI tracking for active projects.
Historical Financial Clean-Up
Project-based execution to untangle prior financial periods, ensure tax compliance, and establish a clean data baseline for funding.
Operational Excellence & Implementation
Operational Excellence & Implementation
I. Process Engineering & Logistics
I. Process Engineering & Logistics
Process Mapping & SOP Development
Deep dives to map core workflows, remove administrative waste utilizing Lean Six Sigma principles, and build repeatable "Business Playbooks."
Systems Integration & Scheduling
Direct project management support in rolling out new financial software, coordinating complex timelines, and cross-functional resource allocation.
Specialized Compliance Administration
Specialized Compliance Administration
I. Non-Profit Grant & Audit Management
I. Non-Profit Grant & Audit Management
Grant Fund Tracking & Drawdowns
Precise fund accounting to track spending against strict grant restrictions and assembly of reimbursement packages.
Audit Liaison & Packet Prep
Organization of financial documentation and project schedules to streamline the audit process and eliminate CPA queries.
Let's Build Your Foundation
Let's Build Your Foundation
Ready to apply professional project discipline and strategic oversight to your business?
Contact 313 Insights today to schedule your initial consultation!
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