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KDM REALTY

CASE STUDY

Streamlining Financial Operations at KDM Realty

CLIENT PROFILE

KDM Realty is a growing real estate group managing over 30 corporations and properties. Before partnering with Mogul CPA, the client was relying on a fragmented internal and external accounting setup that was both costly and inefficient.

01

The Challenge

KDM Realty faced significant challenges in managing its accounting workflows, including:

  • Delayed Monthly Reporting: Critical financial updates were consistently behind schedule.
  • Process Inefficiencies: The previous team lacked the technical structure needed to manage complex accounting across a large portfolio.
  • Over-Involvement: The client was spending significant time resolving financial and tax-related issues that should have been delegated.
02

The Solution

Mogul CPA implemented a fully integrated accounting solution designed to centralize, automate, and streamline the entire financial process.

Key improvements included:

  • A shared inbox system to route all receipts, invoices, and financial documents to one place.
  • Full-service accounts payable, including invoice processing, bank payment preparation, and reconciliation.
  • Monthly rent tracking with early-month reporting on payment status.
  • Lease and recovery oversight to ensure invoicing aligns with actual terms and obligations.
  • A master reporting dashboard offering real-time visibility across companies, GST filings, and outstanding queries.
  • Direct handling of stakeholder communication, minimizing the client’s day-to-day involvement.
03

The Results

  • Total Cost Reduction: Accounting costs were reduced by over 50% compared to the previous setup.
  • Operational Efficiency: Month-end closes are now timely and coordinated across all entities.
  • Hands-Off Execution: The client’s involvement in day-to-day accounting and year-end prep has been reduced to near-zero.
  • Centralized Visibility: All accounting tasks, timelines, and communications are tracked in one place for easy access and peace of mind.
Very professional & devoted!

Meir Klein

Owner of KDM Realty

Our Commitment to Excellence

We take pride in the quality and timeliness of our work.

Every mandate is completed with care, precision, and professionalism.

Our goal is to provide financial information you can rely on to make informed business decisions.
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