Business Services & Outsourcing Case Study
Optimizing the finance & accounting function
A private real estate business
Run by a real estate investor, the company required high-level finance and accounting guidance from a CFO to assist in structuring transactions, perform due diligence on proposed acquisitions and manage the back-office accounting function.
Individual and partnership tax compliance and consulting services.
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Full-service outsourcing of back-office function, including system selection and implementation.
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A fractional CFO to help guide their finance function.
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BDO continues to provide the client with full-service accounting outsourcing and tax services, including:
Cost segregation services.
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RETURN TO BEGINNING
The client’s F&A function was optimized, enabling timely financial statements, lender reporting and significant tax savings.
With BDO’s assistance, the client successfully acquired $100m in real estate assets.
All pre-acquisition due diligence procedures were complete and conducted in a timely fashion.