Case Studies

CS Image

Portfolio Budgeting and Expense Control: Improving Collections and Reducing Operating Expenses Across 165 Properties

AR Case Study

Accounts Receivable Stabilization for a Miami Multifamily Portfolio: Faster Rent Processing and Stronger AR Controls

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Scaling Bookkeeping and Payroll Delivery for a Dallas CPA Firm: 40% Cost Reduction and Faster Write-Up Turnaround

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Secure Bookkeeping Outsourcing for a Pennsylvania CPA Firm: Quality-Controlled Processing Across QuickBooks and Peachtree

Secure Remote Bookkeeping Outsourcing: Scaling Multi-Industry Write-Up Work With Standardized Controls

net siute to Qiuck Books

NetSuite to QuickBooks Migration and Back-Office Transition for a Furniture Distributor

HOA case study

HOA Accounts Payable Processing: Eliminating Daily Backlog and Improving GL Accuracy at Scale

Case Study - HOA

Strengthening Monthly HOA Financial Reporting Through Standardized Schedules and Deeper Analytics

CPA Case study featured image

Scaling QuickBooks Backlog Clean-Up for a Chicago Tax Firm Through a Structured Offshore Delivery Model

Resolving Multi-Entity, Multi-Currency Project Reconciliation to Enable Accurate Profitability Tracking

construction accounting

End-to-End Financial Cleanup and Contract-Based Revenue Alignment for a Multi-Project Design & Development Entity

HOA Accounting

Driving Portfolio Expansion Through Structured Scaling in HOA Financial Operations

HOA

HOA Bank Reconciliation: Improving Accuracy and Speed Across 200+ Operating and 400+ Reserve Accounts

Data Visualization for Real Estate Portfolios: Centralizing Data and Delivering Real-Time Dashboards for Better Decisions

Multifamily Accounting Backlog Clean-Up: Restoring Accuracy, Reconciliations, and Control for a Value-Add Portfolio

Construction Accounts Payable Outsourcing: 45% Cost Savings and Same-Day Turnaround With 99.7% Accuracy

Scaling Affordable Housing Accounting Operations for a Leading U.S. Property Manager Through Structured Offshore Expansion

ESG Data Standardization and Cleansing: Improving Data Quality and GRESB Readiness Across a Global Real Estate Portfolio

GST and PST Audits Resolution: Strengthening Compliance and Closing Multi-Year Audit Findings With Minimal Disruption

Implementing Taxation Services: Building a Compliant Filing Model and Meeting Strict Client Deadlines

Property Management Accounting Outsourcing: 45% Cost Reduction and Improved Reporting for a $15M Firm

Replacement Reserve Disbursement: Clearing Backlog and Strengthening HUD Compliance Across a 117-Property Portfolio

Client Setup and Team Expansion: Scaling Delivery With Strong Quality Control and Faster Turnaround

Streamlining Asset Management Reporting: Automated Debt, Rent Roll, and NOI Analytics for Real-Time Portfolio Insights

Improving AR Accuracy and Property Operations for a Multifamily Portfolio

HOA Financial Turnaround: Improving Accuracy, Timeliness, and Client Confidence

Resolving a Year-End Replacement Reserve Timing Difference to Ensure HUD-Compliant Financial Reporting

Correcting an Insurance Amortization Error to Strengthen Year-End Accuracy and HUD Compliance

Strengthening Fund Administration Governance & Accelerating Financial Close for a Global Real Estate Investment Manager

Transforming Reporting Efficiency by 75% through Automation & Customization (Robotic Process Automation)

Transforming Reporting Efficiency by 50% through Automation & Customization of Yardi-Based Reporting

Transforming Financial Accuracy and Control through Outsourced Construction Accounting

Post-Acquisition Lease Audit & System Validation: Ensuring Accurate Lease Data Onboarding

Transforming Month-End Financial Close Efficiency for an HOA Management Organization through End-to-End Finance Operations Support

Executing a Seamless HOA Accounting Software Transition from Village Management Software (VMS) to Vantaca

Unlocking USD 5 Million in Intercompany Receivables through Structured AR Recovery & Control Enhancement

AI-Powered Lease Abstraction and Validation: OHI’s Expertise in Managing Complex Lease Abstraction Project

Stabilizing Multi-Entity Property Accounting through Rapid Controller Transition & Governance Framework

case study image

AppFolio Accounting Centralization: Faster Monthly Financials, Better Dashboards, and 40% Accounting Cost Savings

casestudy

Spectra to MRI Migration: Accelerating Property Accounting Software Transition for a Commercial Real Estate Firm

CS Image

Secure Accounting and Administrative Support for a New York Property Management Firm

case study image

Property Management Accounting Outsourcing: 60% Cost Reduction and Variable Staffing Across 28 Properties

CS Image

Partnership Portfolio Separation: Financial Modeling for Optimal Property Allocation Across 165 Assets

AP - CASE STUDY

Affordable Housing AP Transition: Processing 4,000 Invoices Across 66 Properties in One Month

Post-Acquisition Lease Audit & System Validation: Ensuring Accurate Lease Data Onboarding

AI-Powered Lease Abstraction and Validation: OHI’s Expertise in Managing Complex Lease Abstraction Project

AR Case Study

Accounts Receivable Stabilization for a Miami Multifamily Portfolio: Faster Rent Processing and Stronger AR Controls

case study image

Scaling Bookkeeping and Payroll Delivery for a Dallas CPA Firm: 40% Cost Reduction and Faster Write-Up Turnaround

case study image

Secure Bookkeeping Outsourcing for a Pennsylvania CPA Firm: Quality-Controlled Processing Across QuickBooks and Peachtree

Secure Remote Bookkeeping Outsourcing: Scaling Multi-Industry Write-Up Work With Standardized Controls

Case Study - HOA

Strengthening Monthly HOA Financial Reporting Through Standardized Schedules and Deeper Analytics

Resolving Multi-Entity, Multi-Currency Project Reconciliation to Enable Accurate Profitability Tracking

HOA Accounting

Driving Portfolio Expansion Through Structured Scaling in HOA Financial Operations

HOA

HOA Bank Reconciliation: Improving Accuracy and Speed Across 200+ Operating and 400+ Reserve Accounts

Construction Accounts Payable Outsourcing: 45% Cost Savings and Same-Day Turnaround With 99.7% Accuracy

Scaling Affordable Housing Accounting Operations for a Leading U.S. Property Manager Through Structured Offshore Expansion

GST and PST Audits Resolution: Strengthening Compliance and Closing Multi-Year Audit Findings With Minimal Disruption

Implementing Taxation Services: Building a Compliant Filing Model and Meeting Strict Client Deadlines

Property Management Accounting Outsourcing: 45% Cost Reduction and Improved Reporting for a $15M Firm

Client Setup and Team Expansion: Scaling Delivery With Strong Quality Control and Faster Turnaround

Improving AR Accuracy and Property Operations for a Multifamily Portfolio

HOA Financial Turnaround: Improving Accuracy, Timeliness, and Client Confidence

Resolving a Year-End Replacement Reserve Timing Difference to Ensure HUD-Compliant Financial Reporting

Correcting an Insurance Amortization Error to Strengthen Year-End Accuracy and HUD Compliance

Transforming Financial Accuracy and Control through Outsourced Construction Accounting

Transforming Month-End Financial Close Efficiency for an HOA Management Organization through End-to-End Finance Operations Support

Unlocking USD 5 Million in Intercompany Receivables through Structured AR Recovery & Control Enhancement

case study image

AppFolio Accounting Centralization: Faster Monthly Financials, Better Dashboards, and 40% Accounting Cost Savings

CS Image

Secure Accounting and Administrative Support for a New York Property Management Firm

case study image

Property Management Accounting Outsourcing: 60% Cost Reduction and Variable Staffing Across 28 Properties

CS Image

Portfolio Budgeting and Expense Control: Improving Collections and Reducing Operating Expenses Across 165 Properties

Streamlining Asset Management Reporting: Automated Debt, Rent Roll, and NOI Analytics for Real-Time Portfolio Insights

CS Image

Partnership Portfolio Separation: Financial Modeling for Optimal Property Allocation Across 165 Assets

Data Visualization for Real Estate Portfolios: Centralizing Data and Delivering Real-Time Dashboards for Better Decisions

Transforming Reporting Efficiency by 75% through Automation & Customization (Robotic Process Automation)

Transforming Reporting Efficiency by 50% through Automation & Customization of Yardi-Based Reporting

ESG Data Standardization and Cleansing: Improving Data Quality and GRESB Readiness Across a Global Real Estate Portfolio

Strengthening Fund Administration Governance & Accelerating Financial Close for a Global Real Estate Investment Manager

net siute to Qiuck Books

NetSuite to QuickBooks Migration and Back-Office Transition for a Furniture Distributor

HOA case study

HOA Accounts Payable Processing: Eliminating Daily Backlog and Improving GL Accuracy at Scale

CPA Case study featured image

Scaling QuickBooks Backlog Clean-Up for a Chicago Tax Firm Through a Structured Offshore Delivery Model

construction accounting

End-to-End Financial Cleanup and Contract-Based Revenue Alignment for a Multi-Project Design & Development Entity

Multifamily Accounting Backlog Clean-Up: Restoring Accuracy, Reconciliations, and Control for a Value-Add Portfolio

Replacement Reserve Disbursement: Clearing Backlog and Strengthening HUD Compliance Across a 117-Property Portfolio

Executing a Seamless HOA Accounting Software Transition from Village Management Software (VMS) to Vantaca

Stabilizing Multi-Entity Property Accounting through Rapid Controller Transition & Governance Framework

casestudy

Spectra to MRI Migration: Accelerating Property Accounting Software Transition for a Commercial Real Estate Firm

AP - CASE STUDY

Affordable Housing AP Transition: Processing 4,000 Invoices Across 66 Properties in One Month

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