Expert Accounting. Built for Real Estate.
Proven processes and documented solutions for repeatable, consistent results.
Accounts Receivable/Payable
Bank & Credit Card Reconciliations
Bookkeeping
Financial Reporting
Budgeting & Forecasting
Audit Support & Prep
Management & Executive Consulting
Modern Accounting Solutions
Workflow Optimization
Reduce manual tasks with efficient Accounts Receivable, Accounts Payable, Bank & Credit Card Reconciliations, and Bookkeeping covering numerous accounting platforms.
Reporting Automation
Generate accurate financial reports automatically.
Data Migration
Transfer financial data securely and accurately.
Financial Resources That Support Better Decisions
Access practical tools, financial guides, and accounting resources designed to help you stay organized and make informed business decisions.
Accounting Resources
Explore bookkeeping guides, reporting resources, audit preparation checklists, and practical accounting information for real estate professionals and small businesses.
Financial Tools
Use calculators, planning templates, and financial resources that help you understand your numbers and plan with confidence.
Move Your Business Forward
See how the right accounting support can help your business move forward.
Accounting and Bookkeeping Solutions
Find trusted financial solutions tailored to your business.
The Financial Support You Need
Accounting, bookkeeping, reporting, and financial solutions that help your business stay organized, accurate, and prepared for growth.
Accounting
Description
Reliable accounting begins with accurate records and a disciplined close process. Schaaf Management provides practical accounting support for real estate organizations, growing businesses, and multi-entity operations—from day-to-day bookkeeping and reconciliations to monthly reporting and financial cleanup.
Client Outcome
Accurate, organized, and up-to-date financial records that provide a clear view of the business. Clients gain dependable reporting, fewer accounting surprises, and books that are ready for owners, lenders, investors, tax professionals, and other stakeholders.
What’s Included
Monthly bookkeeping and general ledger maintenance
Bank and credit card reconciliations
Accounts payable and accounts receivable support
Month-end close coordination
Financial statement preparation
Supporting schedules and account reconciliations
Catch-up accounting and financial cleanup
Owner, property, entity, and management reporting
Audit, tax, and year-end preparation support
Finance
Description
Financial information becomes valuable when it helps guide the next decision. Schaaf Management transforms accounting data into budgets, forecasts, cash-flow projections, performance analysis, and customized reports that help owners understand where the business stands and where it is headed.
Client Outcome
Greater visibility into performance, cash needs, risks, and opportunities. Clients can plan more confidently, identify problems earlier, evaluate important decisions, and communicate financial results clearly to owners, lenders, investors, and management teams.
What’s Included
Annual budgets and rolling forecasts
Cash-flow forecasting and liquidity analysis
Budget-to-actual and variance analysis
Custom financial and management reporting
Property, department, project, and entity-level analysis
Key performance indicator dashboards
Scenario modeling and decision support
Consolidated and multi-entity reporting
Owner, lender, and investor reporting packages
Consulting
Description
Strong businesses need more than accurate numbers—they need reliable systems behind them. Schaaf Management evaluates accounting and operational workflows, identifies inefficiencies and control gaps, and develops practical processes, reporting tools, and automation solutions built around the way each organization operates.
Client Outcome
More efficient workflows, stronger financial controls, clearer responsibilities, and less time spent on repetitive manual work. Clients receive scalable systems that reduce errors, improve consistency, shorten reporting timelines, and make the business easier to manage.
What’s Included
Accounting and operational workflow assessments
Process mapping and improvement recommendations
Month-end close calendars and checklists
Standard operating procedures and documentation
Internal control design and recommendations
Custom Excel or Google Sheets workbooks
Dashboards and recurring reporting packages
Workflow and reporting automation
Accounting software evaluation and implementation support
Data cleanup, organization, and migration preparation
Staff training and process handoff
How the Process Works
Discovery
Start with a detailed review of your business, goals, financial needs, and current processes.
Strategy
Develop a tailored plan with clear priorities, timelines, and practical financial solutions.
Execution
Put the plan into action with ongoing support, accurate reporting, and organized financial management.
Monitor
Review results regularly, refine the approach, and adjust strategies as your business grows.
Finance Tools & Resources
Financial Intelligence, at Your Fingertips
From planning templates to interactive calculators and curated educational content—everything you need to make confident, data-driven financial decisions.
Built for Real Business Decisions
Cash Flow Projector
Model your monthly cash flow over 12 months. Input revenue streams and fixed/variable expenses to see your projected runway and identify gaps before they become problems.
Break-Even Analyzer
Determine exactly how much revenue you need to cover your costs. Essential for pricing decisions, new product launches, and evaluating business viability.
Profit Margin Calculator
Calculate gross, operating, and net profit margins instantly. Understand where your money is going and benchmark your performance against industry standards.
Start With a Proven Framework
Annual Budget Template
A comprehensive 12-month budget spreadsheet with built-in variance tracking and category breakdowns.
Excel / Google Sheets
Cash Flow Statement
Track operating, investing, and financing activities with this GAAP-aligned cash flow template.
Excel / Google Sheets
Financial Forecast Model
Three-year revenue and expense projection model with scenario planning (base, bull, bear).
Excel / Google Sheets
KPI Dashboard
Pre-built dashboard tracking 20+ key financial metrics with automated charts and trend analysis.
Excel / Google Sheets
Strategy
Pricing Strategy Worksheet
Evaluate cost-plus, value-based, and competitive pricing models side by side for any product or service.
PDF + Excel
Reporting
Investor-Ready P&L Template
A clean, professional profit & loss statement formatted for investor presentations and board reviews.
Excel / Google Sheets
Templates are available to Schaaf Management clients. Contact us to request access.
Knowledge That Compounds
Reporting
11 Min Read
Reading a Balance Sheet Like a Pro
A plain-English walkthrough of assets, liabilities, and equity—and what each line tells you about your business.
Pricing
9 Min Read
Pricing for Profit: A Framework
Stop guessing on price. This framework walks you through a disciplined approach to pricing that protects your margins.
Strategy
6 Min Read
When to Hire a CFO Vs. a Bookkeeper
Understanding the difference—and knowing which your business actually needs at each stage of growth.
Budgeting
10 Min Read
Building a Budget That Actually Works
Most budgets fail within 60 days. Here's how to build one that adapts to reality while keeping you on track.
Analysis
12 Min Read
Financial Ratios Every Business Owner Should Know
From current ratio to EBITDA margin—the 12 ratios that reveal the true health of your business.
Cash Flow
8 Min Read
Understanding Your Cash Flow Cycle
A practical guide to mapping your cash conversion cycle and identifying opportunities to improve liquidity.
Your Partner in Progress
Built on a simple belief: every business deserves a trusted financial partner.
Create Your Action Plan
Let’s discuss your goals and explore the right path for your success. No pressure—just a conversation.
Helping Businesses Pursue Excellence
Our mission is to help ambitious businesses pursue excellence through financial clarity, operational discipline, and practical systems built for lasting growth.
Sustainable growth requires more than advice. It requires accurate financial information, reliable processes, and practical systems designed around the way an organization operates. Schaaf Management brings those elements together so owners can make confident decisions, improve performance, and build stronger businesses.
Principles that Guide Every Engagement
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Transparency
Clear communication, honest advice, and practical guidance at every stage.
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Partnership
Work closely with you and stay committed to your long-term success.
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Precision
Use accurate financial data and careful analysis to guide decisions.
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Integrity
Protect your trust through professionalism, honesty, and accountability.
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Excellence
Deliver reliable work and high standards in every engagement.
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Growth
Focus on lasting progress that supports your business goals.
How We Work
A Process Built for Real Results
01
Discovery
Start by understanding your business, your goals, and the financial challenges you’re facing.
02
Strategy
Create a tailored plan with clear priorities, practical solutions, and measurable goals.
03
Execution
Put the plan into action with ongoing support and reliable financial guidance.
04
Review
Review results regularly, refine the approach, and keep your financial strategy moving forward.
Move Forward
Create Your Action Plan
Let’s discuss your goals and explore the right path for your success. No pressure—just a conversation.
Connect with Us
Start a Conversation
Discuss your goals with experienced business advisors.
Contact Information
What to Expect
A response within one business day.
A conversation to understand your goals.
A tailored approach with no obligation.