You did not build a real estate portfolio to keep guessing on the big calls.

you focus on growth. we handle the numbers.

Imagine two investor-CPAs strategizing with you every month, your books handled and the big decisions made together. What to keep, when to refinance, whether the next deal works, how to grow without guessing. Stop worrying about the numbers. We handle that, so you can focus on growth, and on the freedom you built this for.

Work With Us See what you get

By application only. For investors with 10+ units and $150K+ in annual gross rents. We take 10 clients. On purpose.

Most fractional CFOs have never signed for a rental. Most real estate coaches cannot read a balance sheet. We are two CPAs who own rentals ourselves, and we run your numbers through software we built for investors. Nobody else does all three.

The honest truth

Right now, every big call is a guess.

The money comes in. The bills go out. And the one question that decides your next five years, you are answering it on a gut feeling, because nobody is doing the CFO work. You have QuickBooks. You have a bookkeeper, or software that half works. You still cannot answer these.

"Which property is actually carrying its weight?"

You feel profitable. You just cannot prove it, and you cannot point to the one that is quietly losing money.

"Can I actually afford the next deal?"

You want to buy. But you are guessing at whether the numbers hold, and guessing wrong here is expensive both ways.

"Should I refinance? Pull equity? Sell?"

The single biggest lever in your portfolio, and you are pulling it blind, on timing you are not sure of.

"Am I lender-ready if the right deal shows up?"

When opportunity knocks, you are scrambling to build a package instead of walking in like the operator you are.

"My CPA files my taxes. That's the extent of it."

Your CPA looks backward once a year. Nobody sits with you every month, looking forward, making the call.

"Some days it feels like the portfolio owns me."

You built a job, not a business, when the whole point was buying your time back. That is what flying without a CFO feels like. And it is fixable.

Here is the part nobody says out loud. One wrong call on a single property, holding the one you should have sold, or passing on the refinance that would have funded your next deal, can cost you more in a year than a CFO costs in five. That is the real price of flying blind. It just does not show up on a statement.

Two jobs, one team

Someone records your numbers. Nobody is deciding with them.

The usual setup

A bookkeeper who records what already happened, and stops there.
No one turning those numbers into an actual decision.
The big decisions, keep, refinance, sell, the next deal, still land on you.
The recording gets done. The strategy, the part that actually grows this, is on you.

One team, all in one

The same team keeps your books every month, and a CPA checks them.
Two investor-CPAs strategize with you and make the big decisions together.
What to keep, when to refinance, whether the next deal works, and how to grow without guessing.
One set of numbers. Bookkeeping and CFO, together. That is why the advice holds up.

Here's the part that matters. When the people strategizing with you are the same people who did the books, the numbers are clean, comparable, and actually yours. That is not a bookkeeper on one side and a CFO on the other, hoping they line up. It is one team doing both, so you focus on growth while your portfolio actually moves toward your goals. Your tax CPA still handles your filing, same as always. Because freedom is the whole point.

Who this is for

This is not for everyone. That's the point.

A fractional CFO only pays off at a certain scale. We would rather tell you that up front than take your money and disappoint you. Here is who this actually fits:

✓ You own 10+ units and generate $150,000 or more in annual gross rental income.
✓ You are actively growing. Buying more is part of the plan, not just a someday.
✓ You treat your portfolio like a business, not a side hustle.
✓ Money is coming in, but you could not tell me which property is actually carrying its weight.
✓ You are ready to act on what the numbers say, not just collect them.
✓ You already have a CPA for taxes. You want the person who makes the year-round calls.
✓ Your budget for financial guidance is $2,000 a month or more, with the books handled for you.

The minimums, plainly

10+ units

owned right now

$150K+

annual gross rents

$2,000+/mo

budget for the retainer, books included

All three are required. Not there yet? That is honest, and it is okay. Our bookkeeping and à la carte services below work at any portfolio size, and most retainer clients started there first.

Who you'd be working with

Two CPAs who actually own rentals.

Hi, I'm Kat.

I have been in real estate since 2011, when I started in property management and fell in love with real estate. I worked as a regional operations manager, training property managers across the state. Then I became a CPA and spent 2 years at PwC, one of the Big 4 accounting firms, auditing REITs and property management companies, before I was called back to start up a property management company for an investor.

As an investor, I built my portfolio buying distressed properties in working class neighborhoods, renovating them, and stabilizing them into long term cash flowing rentals. BRRRs, new construction, short and mid term rentals... I have run them all, managing the rehabs, the budgets, and the contractors myself. I even ran my own property management company for two years, so I know this business from the operator's seat, not just the spreadsheet. My specialty is helping investors simplify their numbers and their decision making, without the overwhelm.

I also run an educational program through Beyond Just Numbers, where I teach investors the money side of real estate. Explaining numbers in plain English is a passion of mine, and it is what I do every day.

I work alongside my husband, Ryan Langevin, who is also a CPA. Ryan was at PwC too, auditing publicly traded companies and banks. Today he runs the financial operations on our own portfolio every single month. So when we look at your numbers, we are running them through the same process ours already go through.

Here's the thing. I have seen rental numbers from every side... the auditor's side, the property manager's side, and the owner's side. Most CFOs have seen one. We have lived all three.

Plenty of CFOs can read a spreadsheet. Very few have signed the loan, dealt with the tenant, and lived with the result of the call. We have. That is the difference.

the Langevins

Why this is different

"Two investor-CPAs, real CFO decisions, and our own software underneath. No competitor has all three."

Both CPAs, trained at PwC. We learned to read financials by auditing them at a Big 4 firm. We do not just track your numbers. We interpret them, flag what is wrong, and make the decisions with you.
Both active investors. We built our own portfolio, so we know what your numbers should look like and when something is off.
Our own investor software. Your whole portfolio runs through one live view built for investors. No other CFO has it.
Ten clients. Ever. A boutique practice on purpose, so you get real attention, not a spot in a queue.

What you actually get

Everything a full-time CFO would do. For a fraction of the cost.

A full-time real estate CFO runs $150,000 or more a year, and most have never done a deal. Here is the same work, done by two investor-CPAs, for the hours you actually need. Each piece below removes one specific thing off your plate.

Solves: growing with no plan behind your goals

The Annual Plan and Quarterly Checkpoints

It starts with your goals. We sit down, get clear on what you actually want this portfolio to do for you, and look hard at what is realistic from where you stand right now. From there we build your plan for the year, with quarterly checkpoints to measure progress and adjust as things change. It is the roadmap. Your monthly Money Meeting below is where we execute it, one decision at a time.

Worth: without a plan tied to your goals, growth is just guessing at a bigger scale. This is what turns "moving toward your goals" into something you can actually measure.

Solves: making big calls on gut feel

The Monthly Money Meeting

Every month we sit down and strategize with you on a real call, your whole portfolio in front of us, and make the big decisions together. What to keep, when to refinance, what to sell, whether the next deal works. And every month you see the portfolio moving closer to the freedom you built it for. Not data. Decisions, made with you.

Worth: one right keep, refinance, or sell decision can be worth more than a full year of the service.

Solves: scattered, out-of-date numbers you cannot trust

Your Whole Portfolio in One Live View, Kept Current for You

One clean picture of every property, scored on the numbers that matter, NOI, cash flow, occupancy, and DSCR, updated for you and read by us, so the quiet loser has nowhere to hide. You and your CFO always look at the same truth on any random Tuesday. No stale spreadsheet, no wondering which version is right. This is how you see the work we do (we run it in RE Ledger, our own investor software), and it is included.

Worth: investors pay $1,500 or more just to have a custom portfolio dashboard built. Here it is part of the service, and a real person keeps it current.

the live view you get · tap to enlarge

Strategy analysis: LTR, MTR, STR scenarios

Dashboard

Every property ranked by performance. Sort by cash flow, cap rate, debt coverage, or return.

Solves: decisions built on wrong numbers

Numbers You Can Actually Trust

Your books, done for you every month by our team and reviewed by a CPA before anything gets decided on. Set up on our standardized rental chart of accounts inside your own software, so the numbers you are betting on are actually right. And because they stay clean all year, tax season stops being a scramble. You hand your CPA a finished, ready file and get back to your life. (We do not file your taxes. Your CPA still does that. We just make sure the file you hand them is clean.)

Worth: one caught error can pay for months of the service.

Solves: reports you do not understand

The Plain-English Walkthrough

A short monthly video walking you through the numbers, the risks, and the decisions on the table. No jargon. No homework. Just what it means and what to do next.

Worth: this is the part your accountant never gives you.

Solves: not knowing when to buy, refinance, or how much equity to pull

Acquisition & Refinance Readiness

Lender-ready financial packages when you go to buy, and refinance and equity-pull analysis so you know exactly when the timing is right and how much to take. You move with proof, not hope. Included for every retainer client, whenever the moment comes.

Worth: a one-time Annual Portfolio Review of this depth runs $1,000 to $2,500 on its own. Here it is part of the monthly rhythm.

A full-time CFO for all of this:

$150,000+ a year.
Your investment: from $2,000 a month, books included.

Same expertise. None of the salary or the six-figure overhead. What it actually buys back is your attention: you focus on growing the portfolio, we handle the numbers, and you get a clear line to the life it is supposed to fund.

How it works

You hand us the numbers. We do the thinking.

You do not become a bookkeeper. You do not learn to be a CFO. Four steps, and then you have one in your corner every month.

Apply

Fill out the short application. We read every single one ourselves. About two minutes.

30-minute portfolio call

A real conversation about where your portfolio is, where you want it to go, and what you need. No pitch deck, no pressure.

We take it from here

We take over your books, standardize them on our rental chart of accounts, and stand up your live portfolio view. Behind on the books? Catch-up comes first. Nothing for you to build, learn, or maintain.

Clarity and decisions, every month

We build your plan for the year around your goals, with quarterly checkpoints to keep it on track. Then every month, in your Money Meeting, we strategize together on the decisions in front of you and whether you are getting closer. You focus on growth. We keep the numbers current in between.

Honest note on timing: month one is getting set up and making sure your numbers are right. The full monthly CFO rhythm is real by month two. But by your very first strategy call, you will already know which property is your weakest link and what to do about it. That is the first piece of your head you get back. We would rather tell you that than promise you magic on day one.

The retainer

A CFO in your corner, every month.

Simple, transparent pricing that scales gently with the size of your portfolio. No tiers to decode, no per-unit math to chase.

Starts at $2,000 a month

bookkeeping included, scaled to your portfolio

One-time onboarding fee starts at $500

What you pay scales gently with the size of your portfolio. We walk you through exactly where you land on your portfolio call, no surprises and no pressure.

The founding rate: first 3 clients only. The first 3 clients lock in $500 a month off their rate, books included, for as long as they stay a client. For a portfolio at the $2,000 starting price, that is $1,500 a month all-in. Three spots. When they are filled, this rate is gone for good.

Set against a full-time CFO, this is a rounding error. Set against one bad keep-or-sell call, it pays for itself in a single decision. And set against what the rentals are actually for, it is the price of getting there on purpose.

Bookkeeping services

Just need the books handled?

On the retainer, bookkeeping is included. Our team does the books, we review them as CPAs, and everything runs on one standardized system built for rentals. Not ready for the retainer? You can still hand off your books. Two different ways we can help, and they are not the same thing:

Monthly Bookkeeping

Ongoing

From $500/mo

Hand off the books for good. Pricing starts at $500 a month and scales with the size of what we manage.

Books done every month
Personally reviewed by a CPA before they reach you
One annual review call on how your year actually went
Limited number of monthly clients

For investors not on the CFO retainer. Retainer clients already have bookkeeping included.

Catch-Up Bookkeeping

One-Time Project

Quoted per project

Behind on your books? We clean up the past months and get you current, so you can actually trust your numbers again.

Past months cleaned up and brought current
Quoted after a quick look at where things stand
Keep the books yourself after, or roll into monthly

No ongoing commitment. Joining the retainer behind on your books? Catch-up is your onboarding ramp: we get you current first, then the monthly rhythm starts.

Accounts payable and bill pay available as an optional add-on, quoted by volume.

Not ready for the retainer?

Start with one thing.

Not at 10 units and $150K yet, or just not ready to commit monthly? These standalone services deliver real CFO value with no ongoing commitment. Most retainer clients started right here.

Financial System Setup

One-Time

From $750

Get your books set up properly from day one, configured specifically for real estate investors. Includes the Own Your Numbers course so you know how to keep it running.

Platform setup built for RE investors (QBO, Stessa, Baselane, RentRedi)
Chart of accounts configured for rentals
Opening balances and property import
Walkthrough so you can maintain it yourself
Own Your Numbers course included

$750 up to 5 properties. $1,000 for 6 to 15 properties.

Tax Season Ready

Seasonal, January to March

From $750

Head into tax season with clean books, a file your CPA will love, and a clear read on how your year actually went.

Full prior-year books review and accuracy audit
Clean, organized file ready for your CPA
Light CFO analysis in a full-year snapshot
Plain-English video walkthrough of the findings

Seasonal, January through March. You keep your own CPA for filing.

Annual Portfolio Review

One-Time or Annual

From $1,000

A full year of your portfolio, reviewed and analyzed, delivered as a full-year snapshot with a written CFO write-up and a session to walk through it all.

Full prior-year financial review
Full-year snapshot of performance
CFO write-up: NOI, returns, equity, year-over-year trends
Keep vs. sell flags on underperformers
Recommendations for the year ahead
60-min delivery and strategy call

Quoted after a short consultation, typically $1,000 to $2,500 by portfolio size and data quality.

$250_/hr

Hourly Advisory Sessions

Analyzing a deal. Running a refinance scenario. Talking through a keep-or-sell call. Book a prepaid one-hour session, bring your questions, and leave with answers grounded in real numbers.

Deal AnalysisAcquisition ReviewRefinance AnalysisKeep vs. SellPortfolio Strategy

Book a Session →

The First Month Is On Us Guarantee

If it doesn't land, you don't pay for it.

Work with us for your first full month. Show up for your onboarding and your first strategy call, and give us the numbers to work with. If by your second billing date you do not feel more in control of your portfolio, clearer on your next move, and lighter carrying the whole thing than the day you started, tell us. We will make it right, or refund your first month in full.

No hoops. No hard feelings. The risk is ours to earn away, not yours to carry.

The onboarding fee covers real setup hours, so that piece is non-refundable. But the month of CFO work is on us if we did not deliver. That is fair to you and honest from us.

Why we cap it

Ten clients. That's the whole practice.

This is not a marketing gimmick. It is a real limit. The work is done by hand, and it only stays this good if the roster stays this small. When we are full, we are full, and new applicants go on a waitlist until a spot opens.

We would rather serve ten investors exceptionally well than a hundred just okay. If a spot is open, the honest move is to apply before someone else takes it.

Founding rate spots open: 3 of 3

Questions.

How is this different from my CPA or my bookkeeper?

Here's the thing. Your bookkeeper records what already happened. Your CPA files it once a year so you pay the right tax. Both look backward. Neither one sits down every month, looks at your whole portfolio, and tells you which property to keep, refinance, or sell, or whether you can afford the next deal. That is a CFO's job, and it is a different job. On the retainer, we take the bookkeeping work off your plate too: our team runs your books on our standardized setup and we review them as CPAs, so the advice sits on numbers we stand behind. Your tax CPA stays. The monthly guessing goes.

I already use QuickBooks. Do I need to leave it?

Keep it. You keep your QuickBooks subscription and you own the file. What changes is who does the work: our team runs your books inside it every month, set up on our standardized rental chart of accounts, and we review everything as CPAs. Your software will still never call you and say "refinance number four now." That is a CFO, not a bookkeeping tool. You stop doing the bookkeeping. You do not stop owning your books.

Isn't this just software I could buy myself?

No. You are not buying software. You are hiring a CFO, and the live view is simply how you see their work. Any tool can show you numbers. What you are actually paying for is two CPAs who invest in real estate reading those numbers every month and telling you what to do next. The live view is included and it is genuinely useful, but nobody hires a CFO for the dashboard. They hire them for the judgment.

Why not hire a full-time CFO, or just do it myself?

A full-time real estate CFO runs six figures a year, and most of them have never actually done a deal. Doing it yourself means learning the CFO skill set on top of running your portfolio, spending the exact hours the rentals were supposed to buy back, and still second-guessing every big call. Fractional means you get the expertise of two investor-CPAs for a fraction of a full-time salary, only for the hours you actually need, so the big calls get made without you giving up your nights to become a CFO yourself. Same expertise. None of the overhead.

What are the minimums to work with you?

All three: 10+ units, $150,000+ in annual gross rental income, and a budget of $2,000 a month or more, which includes your bookkeeping. The unit count and income mean CFO-level guidance will actually move real money for you. Not there yet? Our bookkeeping and à la carte services work at any size, and many clients start there and grow into the retainer.

Only 10 clients? What's the catch?

No catch, just a real limit. The work is done by hand, and it only stays this good if the roster stays small. So we respond within 72 business hours, during business hours, because CFO work is planned, not reactive. Clear expectations beat the illusion of being on call 24/7. Good portfolio decisions are not made in a panic at 11pm. If we are full when you apply, you go on the waitlist and we reach out the moment a spot opens.

Freedom you can measure.

month by month, in your own numbers.

That is what this service is built for.

Understanding your numbers is how you get there. So every month we keep them current, strategize with you, and show you plainly whether the portfolio is moving you toward the life you built it for. You focus on growth. We handle the numbers. Not a feeling, a number you can watch move. The application takes two minutes.

Apply to Work With Us

Two minutes. No pressure. We take 10 clients, so availability is genuinely limited. We read every application ourselves and reply within one business day.

Work With Us →

No spam. No sales calls unless you are a fit.