Case Studies

Case Study: Property Management and Back-Office Operations for a Real Estate Client

This case study highlights how an Arizona-based property management company, specializing in renovating multifamily properties, improved AR management and operations. By assigning AR personnel, streamlining monthly closings in OneSite, and enhancing coordination with Property Managers, the client improved financial reporting, optimized cash flow, and increased operational efficiency.

Case Study – Streamlining Asset Management Process

This case study highlights an Ontario-based open-ended mutual fund specializing in real estate that leveraged partnerships to acquire institutional-quality rental housing. With a NAV of $301M and AUM of $554M, the fund built a diverse portfolio. Achieving a 4-5% yield and 10.51% net return, it is acquiring 17 more student housing properties across Canada.

Case Study – Client Setup and Team Expansion

This case study outlines the expansion of a client team from 3 to 15 members. Initially starting with 3 accountants to evaluate OHI‘s capabilities, the team grew rapidly due to high-quality work and efficient processes. The current setup includes 1 controller and 4 OHI accountants per team to ensure thorough internal review before client handover.

Case Study – Replacement Reserve Disbursement

This case study delves into the operational challenges and strategic solutions implemented by an Ohio-based management company specializing in affordable housing. Founded in 2008, the company has grown to manage a diverse portfolio of over 117 properties and 13,000 units, encompassing conventional, low-income housing tax credit, Section 8, family, and senior living units.

Case Study – Implementation of Taxation Services at OHI

This case study highlights OHI’s entry into taxation services. Despite initial challenges, OHI balanced training and service provision to meet high-quality standards. They followed a structured approach of training, research, and meticulous execution to meet specific client requirements for tax filings. This led to successful service integration, meeting client expectations, and laying a strong foundation for future projects, showcasing OHI’s adaptability and commitment to expanding services.

Case Study – GST and PST Audits and Resolution

This case study outlines the challenges faced by a major transportation company specializing in fuel supply management. Serving top clients like Husky, Chevron, and Shell, they dealt with a complex GST/PST audit. OHI’s accounting team streamlined documentation, leveraged advanced analytics, and collaborated with tax authorities, resulting in a swift audit resolution, improved compliance, and reduced financial risks.

Case Study – ESG Data

This case study features a Florida-based investment firm managing over $100B in assets, needing a review and extraction of demographic and ESG data. We standardized data, improved tool usage, and enhanced collaboration, resulting in better data quality, GRESB compliance, and optimized processes, adding a new team resource.

Case Study – Multifamily

This case study highlights a property management and real estate investment company specializing in acquiring and renovating underperforming multifamily properties in Arizona. They manage a portfolio of value-add units, focusing on improving property performance and profitability.

Case Study – Data Visualization

This case study highlights a firm founded in 2006 in San Francisco, specializing in real estate investment and property management. Handling residential, commercial, and hospitality properties, the firm boasts over 70 professionals and manages a $1.5 billion portfolio, with ongoing projects driving further growth.

Case Study – HOA Bank Reconciliation

The case study highlights the problems a community management firm had a substantial workload in daily Bank reconciliation. Our distinct solution ensures prompt identification of BR queries, streamlines the reconciliation process and standardizes operations.

Case Study 2 – HOA

This case study highlights the enduring partnership between OHI and a Homeowners Association (HOA) client, focusing on improving their monthly financial reporting. Despite the client’s existing practice, OHI optimized the process for greater efficiency, accuracy, and value delivery.

Case Study – Fund Administration 12

This case study highlights a large investment firm in Florida managing over $100 billion in assets. They faced challenges with timely and accurate fund administration, which is critical for satisfying both auditors and investors. Our tailored solution streamlined their fund administration processes, ensuring precision, efficiency, and transparency throughout.

Case Study – HOA Accounts Payable Management

The case study highlights the problems a community management firm had a substantial workload in Accounts Payable including selecting the right association, vendor, and codes on a daily basis. Our special solution made sure invoices were processed on time, made the payment process smoother, and made things clearer overall.

Retail Case Study 1

The case study elaborates on a clean-up accounting work done by us to identify and fix past errors/omissions in accounting. It also talks about how we helped migrate the existing accounting and inventory from NetSuite to QuickBooks.

CPA Case Study 4

The case study highlights the use of our services by a mid-sized tax firm based in Chicago, IL to meet high demand of backlog and clean-up accounting services from small business owners for tax season.

CPA Case Study 3

The case study highlights the use of our services in peak tax season by a CPA firm. The cost savings from outsourcing were in turn partially invested back in marketing activities to generate new clients.

CPA Case Study 2

The case study elaborates more on the data security measures our company adopts to securely perform work. It also highlights our accountant’s ability to quickly understand accounting and business practices followed by different industries.

CPA Case Study 1

The case study highlights the reason why accounting firms, CPAs should consider outsourcing. Main benefits include- Cost savings, faster processing and accuracy in books with minimal review.

Construction Case Study 1

The case study highlights a complex matching accounts payable process performed by us for a construction company based out of Vancouver, Canada. The process involved multiple field entry and three-way matching between invoices, goods receipts and POs.

Property Management Case Study 11

The case study highlights a lease review assignment undertaken for one for our existing client. OHI was mandated to ensure that everything entered in the software was in line with the lease agreement and to correct any discrepancy found during the review process.

Property Management Case Study 10

The case study covers transition of accounts receivable activities to India for a large real estate firm managing over 5400 multifamily units.

Property Management Case Study 9

The case study covers our expansion into accounting, reporting and statutory compliance work for a real estate investment company with investments across various asset classes such as real estate, equity, options, and debt instruments.

Property Management Case Study 8

The case study highlights the challenges faced and solution adopted by OHI in managing operating expenses and establishing operational controls for a large real estate firm.

Property Management Case Study 7

The case study covers a rationale comparison of different possible post dissolution scenarios for a large real estate firms with multiple partners.

Property Management Case Study 6

The case study describes how a mid-size real estate firm used our services to cut costs by 50% in a tough economic scenario.

Property Management Case Study 5

The case study highlights the challenges faced and their outcomes in the property management firms with diverse range of activities to be performed, including accounting for business and personal investment transactions, receivables follow up, reminder calls to tenant for collections etc.

Property Management Case Study 4

The case study highlights a project undertaken for a property management firm for a major transition from the clients existing property management accounting solution (Spectra) to a more advanced and popular real estate accounting software (MRI).

Property Management Case Study 3

The case study elaborates more on the firm’s objective to reduce back-office costs substantially, create a flexible staffing model for accounting and back office functions and improve financial reporting.

Property Management Case Study 2

The case study highlights an affordable accounting solution to streamline unmanaged accounting and maintenance activities arising due to reduced staffing in tough economic situation.

Property Management Case Study 1

The case study highlights our successful processing of a large volume of accounts payable invoices for a real estate firm based out of Florida, USA.

Property Management Case Study 11

The case study highlights a lease review assignment undertaken for one for our existing client. OHI was mandated to ensure that everything entered in the software was in line with the lease agreement and to correct any discrepancy found during the review process.

Property Management Case Study 10

The case study covers transition of accounts receivable activities to India for a large real estate firm managing over 5400 multifamily units.

Property Management Case Study 9

The case study covers our expansion into accounting, reporting and statutory compliance work for a real estate investment company with investments across various asset classes such as real estate, equity, options, and debt instruments.

Property Management Case Study 8

The case study highlights the challenges faced and solution adopted by OHI in managing operating expenses and establishing operational controls for a large real estate firm.

Property Management Case Study 7

The case study covers a rationale comparison of different possible post dissolution scenarios for a large real estate firms with multiple partners.

Property Management Case Study 6

The case study describes how a mid-size real estate firm used our services to cut costs by 50% in a tough economic scenario.

Property Management Case Study 5

The case study highlights the challenges faced and their outcomes in the property management firms with diverse range of activities to be performed, including accounting for business and personal investment transactions, receivables follow up, reminder calls to tenant for collections etc.

Property Management Case Study 4

The case study highlights a project undertaken for a property management firm for a major transition from the clients existing property management accounting solution (Spectra) to a more advanced and popular real estate accounting software (MRI).

Property Management Case Study 3

The case study elaborates more on the firm’s objective to reduce back-office costs substantially, create a flexible staffing model for accounting and back office functions and improve financial reporting.

Property Management Case Study 2

The case study highlights an affordable accounting solution to streamline unmanaged accounting and maintenance activities arising due to reduced staffing in tough economic situation.

Property Management Case Study 1

The case study highlights our successful processing of a large volume of accounts payable invoices for a real estate firm based out of Florida, USA.

Construction Case Study 1

The case study highlights a complex matching accounts payable process performed by us for a construction company based out of Vancouver, Canada. The process involved multiple field entry and three-way matching between invoices, goods receipts and POs.

CPA Case Study 4

The case study highlights the use of our services by a mid-sized tax firm based in Chicago, IL to meet high demand of backlog and clean-up accounting services from small business owners for tax season.

CPA Case Study 3

The case study highlights the use of our services in peak tax season by a CPA firm. The cost savings from outsourcing were in turn partially invested back in marketing activities to generate new clients.

CPA Case Study 2

The case study elaborates more on the data security measures our company adopts to securely perform work. It also highlights our accountant’s ability to quickly understand accounting and business practices followed by different industries.

CPA Case Study 1

The case study highlights the reason why accounting firms, CPAs should consider outsourcing. Main benefits include- Cost savings, faster processing and accuracy in books with minimal review.

Retail Case Study 1

The case study elaborates on a clean-up accounting work done by us to identify and fix past errors/omissions in accounting. It also talks about how we helped migrate the existing accounting and inventory from NetSuite to QuickBooks.

If you are interested in knowing more about how OHI can help your organization, reach out for a customized cost-benefit analysis tailored to your needs.

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