The Challenge
When Fox Real Estate approached Mogul CPA, they were operating without a stable or scalable accounting infrastructure. Their financial oversight was stretched thin due to:
- Incomplete and inconsistent reporting
- Limited documentation of accounting records
- Delays in compliance and remittances
- Minimal financial visibility across their portfolio
- A lack of confidence from third-party property owners due to poor communication and reporting
The accounting processes were handled part-time and off-hours, leading to recurring backlogs and an inability to meet growing operational demands.
The Solution
Mogul CPA implemented a fully managed accounting system, taking over all core financial responsibilities aside from year-end tax filings, which we now coordinate directly with the client’s external firm.
Key services included:
- Ongoing compliance and government filings
- Accounts payable and receivable management
- Lease tracking and rent roll monitoring
- Financial reporting at both the property and corporate levels
- Support with owner reporting and funding requests
- Migration to a new property management system for enhanced efficiency
We approached the engagement in phases—first stabilizing reporting for third-party managed properties before shifting focus to internally owned assets.
The Results
- Stabilized financial operations within five months
- Full visibility into financial performance, delivered monthly
- Improved communication and trust with property stakeholders
- Efficient, centralized processes that eliminated the need for fragmented oversight
- Stronger financial infrastructure to support continued portfolio growth
Matthew exhibits a high degree of knowledge and professionalism and has helped us manage the growth of our business meticulously.
Received top class service from Mogul. They are quick and efficient to turn over our questions into answers and provided professional service.
Their expertise was evident in every aspect of their work, from the initial analysis to the final implementation...I will certainly keep Matthew and his team in mind for future projects
He was prompt and efficient in completing key items . Without his help, I would Not have been able to get through these estate accounts properly to close the estates.
Mogul’s proactive and personalized approach makes all the difference. Highly recommend for anyone seeking top-notch CPA professional services!
Matthew has given me invaluable tax advice on multiple occasions and has saved me so much time and money. On top of that he is prompt and professional.
Their expertise was evident in every aspect of their work, from the initial analysis to the final implementation...I will certainly keep Matthew and his team in mind for future projects
Mogul’s proactive and personalized approach makes all the difference. Highly recommend for anyone seeking top-notch CPA professional services!
He was prompt and efficient in completing key items . Without his help, I would Not have been able to get through these estate accounts properly to close the estates.
Matthew exhibits a high degree of knowledge and professionalism and has helped us manage the growth of our business meticulously.
Matthew has given me invaluable tax advice on multiple occasions and has saved me so much time and money. On top of that he is prompt and professional.
Received top class service from Mogul. They are quick and efficient to turn over our questions into answers and provided professional service.
Client Satisfaction Guarantee
We stand behind all of our services.
We guarantee mandates will be completed accurately and in a timely manner.
Rest assured the financial information we provide you with will be accurate, and help you make better decisions for your business.
We guarantee mandates will be completed accurately and in a timely manner.
Rest assured the financial information we provide you with will be accurate, and help you make better decisions for your business.
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