Managing financial operations across multiple properties can be complex for real estate firms, requiring precise accounting, seamless coordination, and strict compliance with industry standards. A prominent real estate investment and operating firm, managing office, retail, and mixed-use properties across the U.S., faced challenges in tracking cash flow, maintaining accurate financial reporting, and ensuring efficient collaboration between property managers, controllers, and accounting teams.

To address these challenges, the firm partnered with Gallagher & Mohan to enhance its accounting operations. Our team provided comprehensive support to the General Ledger (GL) accounting department, implementing efficient financial oversight, accounts payable and receivable management, and regulatory compliance solutions. From bank reconciliations and chargeback processing to investor reporting and audit preparation, our expertise helped streamline financial workflows, improve reporting accuracy, and optimize liquidity management.

This case study highlights the key challenges faced by the firm, the tailored accounting solutions provided by Gallagher & Mohan, and the measurable impact of our partnership. Through our strategic financial support, the firm achieved improved efficiency, greater accuracy in reconciliations, stronger coordination between teams, and a structured approach to audits, ensuring long-term financial stability and compliance.