Financial transformation for real estate

Modernize your systems.Get expertfinancial support.

For brokerages, property managers, and real estate owners: modern systems, connected reporting, and CFO-level support that works alongside your team.

Your business

Systems modernization

Migrations and integrations that keep your data intact.

Connected reporting

One clear view across every entity and business line.

Fractional CFO & accounting

Expert financial support that works alongside your team.

Banking & audit readiness

Stronger cash controls and cleaner outside engagements.

Solutions

Financial transformation, one defined project at a time.

Start with what matters most. Add ongoing support only where it helps.

Modernize your systems

Systems that work together

Move off legacy platforms, connect every entity and business line, and get reporting you can act on.

  • Financial & Systems Assessment
  • Data Migration & Integration
  • Advanced Reporting

See systems services →

Expert financial support

Financial leadership on your side

CFO-level guidance and hands‑on accounting help, plus the banking and audit readiness work that keeps you in control.

  • Fractional CFO & Accounting
  • Banking & Treasury
  • Audit, Review & Tax Readiness

See financial services →

“Your numbers should tell you where you’re going, not just where you’ve been.”
The Istari Principle
How it works

From first call to full clarity

A practical path that modernizes your finance function without disrupting the business.

We learn your business

Your markets, entities, systems, and people, not just your chart of accounts.

We assess finance and systems

A clear-eyed review of what’s working, what’s missing, and where the risk is.

You choose the support

A defined project, ongoing support, or both, from the service menu.

We deliver alongside your team

Migrations, reporting, and financial leadership delivered with your people, not around them.

We stay accountable

Regular reviews and support that adjusts as your business grows.

Ways to work together

Choose the support your business needs.

Pick one defined project or combine what you need. Add ongoing support only where it helps.

Brokerage owner? See how one brokerage modernized its finance function.

Systems, reporting, banking, and technical accounting, led by Nik Cybulskis, CPA, CMA, CSCA.

For brokerages →
The Istari difference

Three ways to run finance. One clear winner.

Istari GroupIn-house hireTraditional firm
CostA fraction of a full-time executiveSix-figure salary plus benefitsHourly billing that adds up
Industry fitReal estate is the specialty, not a sidelineDepends on the hireGeneralists across industries
BreadthSystems, reporting, and CFO-level support in one partnerOne person, one skill setCompliance-focused, not strategic
SystemsMigration and integration expertise built inDepends on the hireWorks with whatever you have
ContinuityA team, so coverage never depends on one personSingle point of failureRotating staff each engagement
ScaleDefined projects or ongoing support, as you need itFixed cost regardless of needRe-scoped project by project

Ready for clarity on your numbers?

Tell us about your brokerage, portfolio, or management company. We’ll talk through where your systems stand and a sensible first step.

Book a meeting with Nik →

Nik Cybulskis, CPA, CMA, CSCAnik@istarigroup.net231-620-8769