Every Property Is Its Own Small Business, Until Reporting Day
Commercial real estate runs on entities: a management company, a handful of ownership LLCs, and sometimes a fund structure on top of both. Each property books its own income, expenses, and CAM reconciliation, and month end means consolidating all of it by hand before anyone can answer what the portfolio made.
Distributions to investors, lender reporting, and the year-end package all draw from the same numbers, assembled three or four times a year in a spreadsheet that one person understands. When a lender or investor asks a question mid-quarter, the answer takes a week instead of a report.
Our four pillars turn that into one operating model: an ERP that consolidates by property and entity, the IT and security a back office handling tenant and investor money needs, the automation that clears CAM and AP off someone's desk, and the reporting controls that hold up when a lender or investor looks closely.
All Four Pillars, Through a Commercial Real Estate Lens
The same operating model we bring to every engagement, tuned to the rules and realities of your field.
Consolidation Built for a Portfolio, Not One Company
Dynamics 365 Business Central consolidates financials across your management company, ownership entities, and funds, with CAM reconciliation, tenant billing, and distributions running on the same platform as the books. Power BI reads live from it, so NOI, occupancy, and budget-to-actual by property or fund are a report away, with row-level security so each partner or investor sees only their own numbers.
Dynamics 365 Business Central
Power BI & Fabric AnalyticsIT That Treats Tenant and Investor Money Seriously
Bank details, leases, and investor statements move through your systems every day, and property managers work from leasing offices and job sites as often as a back office. We run the helpdesk, identity, backups, and device management for that dispersed team, fully managed or co-managed alongside staff you already have.
Managed ITCo-managed IT
Microsoft 365CAM and AP That Clear Without a Spreadsheet
CAM reconciliations, lease abstraction, and accounts payable move between systems on their own, with a record of every step. Investor distribution statements and lender reporting packages assemble from the same live numbers, and Copilot, governed inside your tenant, drafts the correspondence and reports around them.
Power AutomateCustom AI & Workflow Automation
Copilot & Azure FoundryReady for the Lender or Investor Who Asks Twice
Institutional investors and lenders increasingly want to see financial controls, not just financial statements. We build SOC 2 controls into the Microsoft platform you already run, so the evidence is current when a due diligence request lands, not assembled the week it is due.
SOC 2How an Engagement Comes Together
A fixed-fee solution design maps your entity structure, properties, and funds onto one consolidation model, before implementation is priced or a single property migrates.
Business Central and Power BI go live property by property or entity by entity, with reporting templates that already match how your partners and lenders expect to see the numbers.
The same team runs the platform, the reporting, and the IT underneath it, with quarterly reviews that keep pace as the portfolio grows.
NOI, occupancy, and distributions come from one consolidated system instead of a quarterly spreadsheet exercise, and a lender or investor question gets a report back the same day.
Implementation Options
Three ways to start, depending on how much certainty you want before you commit. Estimates and rates are quoted in your proposal.
T&M Implementation
- The full implementation on time and materials, billed to actual hours as consumed
- A written estimate up front, revisited at every phase gate
- Design and build run in parallel: the blueprint evolves while early phases are already being delivered
- Scope stays flexible, with changes approved through a written change order
- Simpler footprints with a clear picture of their requirements
- Teams comfortable steering scope as the work unfolds
Fixed-Fee Discovery & Design
- The first phase of a full implementation, run as a standalone engagement with its own deliverables (we call it Phase 0)
- Current state documented, future state designed, and the implementation blueprint delivered
- A fixed-fee implementation proposal, priced against confirmed scope
- Deliverables are platform-agnostic, not tied to Microsoft or to us, and detailed enough for any qualified partner to quote a fixed fee
- The fee is credited in full toward the implementation if you proceed with us within three months
- Complex or unclear scope, where guessing is expensive
- Boards and leadership teams that prefer the certainty of a detailed roadmap and fixed-fee scope before implementation kicks off
Fixed-Fee Implementation
- Follows a completed Discovery & Design engagement
- The implementation at a fixed price, quoted against the scope confirmed in discovery and design
- Milestone billing tied to deliverables you can verify
- Change orders only when the scope itself changes
- Budget certainty required before kickoff
- Regulated or board-governed purchases
Support & Training Options
However the engagement starts, ongoing support takes one of three shapes. The same structure applies across every service line on this page; rates and specifics live in your proposal.
T&M support & training
- A named bench for the systems we build and run, billed hourly as consumed
- Training sessions and documentation, scheduled as you need them
- No monthly commitment
- Teams with internal owners who need expert hands occasionally
- A first engagement, before committing to a program
Flat-fee service-line support
- Reduced professional services rates for your implementation
- Unlimited application support and training for the platforms we implement
- A predictable monthly fee on a rolling commitment
- Proactive improvements, not just break-fix
- Teams that want predictable cost and continuous improvement
- Businesses where the platform is now how the work gets done
Fully managed IT & applications
Everything in flat-fee service-line support, plus the IT operation underneath:
- Our lowest professional services rates for your implementation, as part of a holistic ongoing engagement
- Helpdesk, patching, backups, and vendor management, run by the same team
- Security monitoring, threat response, and email security
- An SLA on system-blocking issues
- Companies without internal IT
- Teams tired of application and IT vendors pointing at each other
Frequently Asked Questions
How is Business Central different from QuickBooks?
QuickBooks records what happened; Business Central runs the operation. Once you need inventory that reconciles, approval workflows, multiple entities, or a month-end close that holds up, QuickBooks needs a web of spreadsheets and add-ons around it. Business Central replaces the web, and it scales without replatforming. We wrote a fuller guide on when to graduate off QuickBooks Online.
What does an implementation cost, and when do we find out?
Early, on purpose. After discovery we put a ballpark scope and budget in front of you, with no signature expected, so both sides know the shape of the project early. After design, pricing becomes a fixed scope. We present two structures side by side, a straight hourly project and the same scope amortized monthly with support included, so you can show leadership the difference and defend the choice.
Do we have to migrate all our history?
Usually no, and it is one of the most expensive line items you can buy. Most clients go live with opening balances and open transactions, and keep a snapshot of the old database for lookups. If a regulator or your business genuinely requires full history, we scope it eyes-open.
We already have an IT person. What happens to them?
They stay in charge. Co-managed IT is built around your internal lead: they remain first line for their own team, we take the escalations, they get admin access to every tool we bring, and someone senior covers them when they take a vacation. Several of our co-managed clients came to us specifically because their one IT person was at a breaking point.
What is Power BI & Fabric Analytics?
Power BI is Microsoft's reporting and dashboard platform, and Fabric is the data plumbing underneath it. Together they read live from your ERP, CRM, and other systems, and turn the numbers into dashboards leadership can act on. For a concrete picture, see your first Power BI report off Business Central data.
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