Independent Yardi consulting for operators, asset managers, and ownership teams — I find the reporting, workflow, and portfolio issues hiding in your data before they reach the executive meeting. A written plan back in 3 business days.
Independent consulting for Voyager, Breeze, YSR, and Data Connect — custom reporting, workflow design, and data clarity for any property type and any portfolio size.
YSR custom reports, Data Connect queries, executive dashboards, and portfolio-level analytics. Built to your specs, delivered on time.
Workflow design and configuration plus custom reports that track whether your team is actually following them. Design the process, then measure adoption — not just build and walk away.
New module rollouts, data migration, chart of accounts restructuring, and multi-entity configuration. Done right the first time.
An independent review of your reports, reconciliations, and deal numbers — I flag what's missing, what's wrong, and what your data doesn't actually support, before it reaches ownership.
I work only for you — no software to resell, no vendor quota, no kickbacks. Just an independent expert who finds the issues in your reporting, workflows, and data that standard reports miss.
Fill out the form below with what you need. Within 48 hours, you'll receive a written scope — what gets delivered, how long it takes, and what it costs. No calls required.
Describe what you need — a report that doesn't exist, a workflow that's broken, a module you can't configure, or a question about your data.
Within 48 hours, you'll receive a detailed proposal: deliverables, timeline, and cost. Everything in writing.
Hourly or project-based. All work happens inside your Yardi environment remotely. Weekly written progress updates. No surprises.
Describe what's not working or what you need built. You'll receive a written scope within 48 hours.
A written request gets you a plan in 3 business days. If you'd rather talk, book a 15-minute call — you describe the problem, I tell you if I can help and what it costs. No obligation.
Full AI infrastructure, data systems, and technical leadership for companies scaling their property operations. The CTO work without the full-time cost.
AI systems built and deployed into your operation — practical, working, and maintained, not prototyped and abandoned.
Connect your existing systems to AI that understands your data. No rip-and-replace.
Lessons from 26 years in enterprise data — what breaks, what works, and what nobody tells you until it's too late.
Most PM companies have their COA structured by accounting convention instead of by decision. Restructuring your GL changes everything.
Read more →Wrong vendor 1099s mean IRS penalties. Missed lease expirations mean month-to-month at below-market rent. What bad data actually costs.
Read more →You just acquired 2,000 units. Now comes the part no one warned you about: merging that data without destroying six months of reporting.
Read more →If you're building these reports during budget season, you're already behind. Five reports every PM company needs ready before the first budget meeting.
Read more →No sales calls. No pitch decks. Describe the problem — get the plan and the price.
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