As real estate developer, investor, or realtor, you’ll know how challenging it is in this area.  Whether you manage real estate investments, run a construction firm, manage commercial or residential properties, or operate a real estate agency with a commissioned sales team, working in this industry means dealing with large sums of money on a regular basis. Mistakes could cost you a lot.

 Specific Challenges in the Real Estate Industry

With all the changes in regulations, technology advancements, and the challenges of competition, you might feel like there couldn’t be a more challenging time to be in the real estate industry.  Is our business structured in the most tax-efficient way, while generating the desired profits and outcomes you seek?

If you plan things right, you could take advantage of maximized revenues, controlled costs, and a strategy to differentiate yourself from the competition.

Business people discussing a contract

Are you like many in the Real Estate Industry?

  • You struggle with understanding what the numbers mean, and how you should respond.

  • You want to provide service in a fee competitive environment - but how?

  • Is your debt overwhelming? Struggling with how to pay it off quickly?

  • Are market risks creating additional challenges to your bottom line?

  • You want someone who will speak with you often, and on your level, not technical jargon.

  • Does it sometimes feel like the team is tearing apart?

  • If you have a profit, you worry that taxes will eat it all up.

  • Often, profits are minimal. Are you able to draw market-rate compensation for yourself.

  • You hate surprises, particularly cash flow surprises.

  • We commonly hear you feel disconnected from you business, like you are losing touch. You feel alone and maybe a bit helpless.

  • And all this may be affecting the most important relationships in your life.

Truthfully, it is not your fault - you were not taught how to run a business.

It should not be so hard.

You just need a better way, a step by step blueprint, and someone to walk with you.

3 Step Process to Get on Track

We Ask, You Talk, We Listen

The introductory meeting is designed to understand and gain clarity over your unique concerns, passions, goals, and dreams. We listen to get crystal clear on the key priorities, and structure a plan of action with you to accomplish your goals.

Strategic Assessment

Though a proven process, our team performs an assessment of the 5 critical areas of your business. We present you with the key findings, and provide actionable intelligence you can use in your business right away.

We offer goals based and issues based coaching and advisory services, focusing on helping you improve and grow your business.


With a clearly defined strategy, begin to achieve your goals. Know the priorities and tasks to get you there. On pace, on schedule, in rhythm, begin to achieve results you desire.

We believe everyone should have the opportunity to succeed. We have helped others, and we can help you.

We are CPAs who also happen to be business coaches. We bring new ideas, world-class tools, and training.

While we cut our teeth on taxes and accounting, our heart is in transforming our clients’ businesses.

Need assistance and training with QBO (QuickBooks Online) or Xero? Our team can assist. Learn more about Active Management Systems.