Pinnacle Apex Partners
Pinnacle Apex Partners helps real estate operators and owner-led businesses find out why the close is running late, fix specific accounting problems, and test where automation can save time.
Pinnacle Apex Partners Month-end close and reporting reviewExcerpt
Decision Brief
Hire a controller to bring the management report forward from business day 15.
01 / Start here
You’re behind on reconciliations and need to know where to start.
Answer 5 questions to see if the sprint fits. The sprint covers one month. We quote cleanup for earlier months and ongoing monthly close support separately.
02 / Portfolio and intercompany review
Your reports are late, and you need to know why.
We trace the problem through your records, approvals, and handoffs. Answer 6 questions to see your estimate, then upload records for a written quote.
03 / Workflow test
Your team does the same close task by hand every month.
For real estate syndicators. We test a recurring task on your files and show what worked, what still needs review, and what’s worth automating.
Illustrative example · Synthetic records
A management report arrives on business day 15. We trace the delay through billing approvals and reconciliations, then show what the owner can change before deciding whether to hire a controller.
About the founder
Pinnacle Apex Partners is led by Brandon J. Jones. His background includes Big Four audit, real estate accounting, and financial operations.
