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Financial District

VERTICALS

Accounting Advisory


Elevated Focus.

Verticals delivers an elevated focus on investment strategy and core business by recapturing time spent performing accounting, financial reporting, and administrative functions.

Clients fully focus on generating revenue and returns while Verticals manages the reporting aspects. Targeted clients (the verticals) are primarily Real Estate Industry fund managers and property operators, Startup & Growth phase entrepreneurs, as well as employers and students seeking Training & Education.

Real Estate Industry.   Specialty Services are customized utilizing over 20 years of industry accounting and financial reporting experience. The continuous aim is to provide client-tailored services that scale with core business growth.

Startup & Growth.   Advisory Services provide entrepreneurs guidance on implementing financial operations. The guidance is driven by a real estate industry lens heavily rooted in investor relations, commercial property dynamics, and transaction analysis.

Training & Education. Guidance provides executives or departments with tools to advance financial leadership, specific projects, or new operations. Verticals also helps business program students grasp concepts by marrying coursework with industry exposure.

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Industrial City

Real Estate Industry

Specialty Services

for Fund or Property Managers

Customized services for fund administration and property operations.

Accommodates a variety of clients needs -  ranging from establishing financial reporting to supporting existing processes. 

Reduces in-house accounting and administration costs while increasing time to focus on core operations.

Knowledge and expertise to handle any aspect of real industry accounting and administration.

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Startup & Growth

Advisory Services

for Business Owners

Tailored services for entrepreneurs in the startup or growth phase.


All business industries and types.


Guides the establishment of a solid accounting and financial reporting foundation that is key to sustainability.

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Training & Education

Guidance Services

for Employees or Students

Training designed to fill accounting department learning gaps that managers lack time to address. 

Individualized services to increase business program students' grasp of Accounting concepts.

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