Make smarter and data-driven financial decisions
Optimize your vacation rental or independent hotel business, uncover growth opportunities, and execute with confidence using expert finance and data analytics guidance from experienced hospitality professionals.
What we offer
Financial Planning with Structure & Clarity
We bring structure and clarity to your financials through forecasting, budgeting, and reporting designed for STR managers and independent hotels. From profitability to cash flow visibility, we help you trust your numbers and understand what drives performance.
Market & Unit Economics Insights
We analyze performance at the property, market, and portfolio level to identify margin pressure, cost leakage, and underperforming areas. By combining internal data with market benchmarking on revenue and seasonality, we help operators focus on the actions that improve profitability.
Strategic Finance and Growth Decisions
We support high-impact decisions with scenario modeling, financial analysis, and senior-level guidance. Whether evaluating growth, staffing, pricing changes, fundraising, or acquisitions, we provide the clarity needed to move forward with confidence.
Scalable Finance Infrastructure and Data
We help build finance and data foundations that scale as your operation grows. From general ledger and reporting structure optimization to ERP and operational system support, we ensure your data and systems enable better analysis, not friction.
Financial Leadership, On Demand
Financial Planning with Clarity and Structure
We support operators with the core FP&A work required to understand performance and plan ahead, including:
Forecasting and budgeting.
Income statement, balance sheet, and cash flow analysis.
Budget vs. actuals reviews and variance analysis.
KPI definition, reporting, and performance dashboards.
Market & Unit Economics Insights
We help operators understand where profit is made or lost across their portfolio, including:
Property, market, and portfolio-level P&Ls.
Unit economics and contribution margin analysis.
Market benchmarking on pricing, seasonality, and demand.
Cost structure analysis and margin improvement initiatives.
Strategic Finance and Growth Decisions
We provide financial insight to support high-impact decisions, including:
Scenario planning (base, bull, and bear cases).
Staffing, headcount, and payroll planning.
Market expansion, consolidation, or exit analysis.
Investor, lender, and board reporting support.
Fundraising and M&A support (materials, data rooms, diligence)
Scalable Finance Infrastructure and Data
We help build finance and data foundations that scale with your business, including:
General ledger and chart of accounts optimization.
Financial reporting structure design.
ERP and operational systems implementation support.
Data structure and automation to improve booking-, home-, and owner-level visibility.
For more details, visit the engagement models page