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Financial transformation for brokerages

Modernize yourbrokerage’s systems.Get expertfinancial support.

Modern systems, connected reporting, and CFO-level support that works alongside your team.

Book a meeting with Nik → See the service menu →

Your business lines

Why now

Platforms are changing. Your numbers shouldn’t get lost in the move.

Platform changes

Back-office and brokerage platforms are shifting, and every migration has to carry years of data across cleanly.

Data in too many places

Brokerage, property management, and holdings data rarely tie out without manual work.

Help without handing over the keys

Defined projects and expert support, not a full outsourced finance department.

Portrait of Nik Cybulskis
Your partner

An experienced partner for complex change.

Nik Cybulskis, CPA, CMA, CSCA

I combine deep accounting and systems expertise with experience working across finance, operations, and ownership. I help you understand the options, weigh the tradeoffs, and put practical improvements into place. You can expect candid advice grounded in your business’s needs, and a partner who works alongside your team to get things done.

More about Nik →
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.

Modernize your systems

Good first step

Financial & Systems Assessment

Your tools, data flows, and reporting gaps, mapped into a prioritized roadmap.

  • Current systems and how data moves between them
  • Manual work and workarounds worth eliminating
  • Reporting gaps and control risks
  • A roadmap you can act on, with or without us

Data Migration & Integration

Clean moves off legacy platforms, with every entity and business line connected.

  • Planning, data mapping, and a clean transfer off BrokerWolf, AccountTech, or other legacy platforms
  • ERP deployment and configuration
  • Brokerage, property management, and holdings data connected and tied out
  • Controls and reconciliation through go-live

Advanced Reporting

The measures owners run the business on, with the context to act on them.

  • Sides, AGCI, and company dollar
  • Office profitability before and after corporate allocations
  • Agent productivity and square feet per agent
  • Views across residential, commercial, property management, and holdings

Expert financial support

Fractional CFO & Accounting

CFO-level guidance, planning, and hands‑on accounting support alongside your team.

  • Interpretation of results and owner decision support
  • Planning, budgeting, and forecasting
  • Accounting support, or broader outsourced support when it fits

Banking & Treasury

Bank setup and fees, cash controls, and treasury for company-owned cash.

  • Banking setup, pricing, digitized processes, and approvals
  • Cash controls and 13-week cash forecasting
  • Treasury, purchasing-card economics, and interest on company-owned cash
  • Escrow and owner funds handled under their own rules, separate from company cash

Audit, Review & Tax Readiness

Schedules and reconciliations ready for your outside CPA firm.

  • Organized schedules, reconciliations, and supporting records
  • Coordinated responses to your outside firm's requests
  • Less internal burden and rework. Your outside firm performs the audit itself.
Case study

Modernization in practice.

A complete finance modernization Nik led at a large U.S. residential brokerage with multiple lines of business.

What Nik led
What it changed
Systems & reporting

Modernized systems and connected data across the business

Leadership gained visibility it lacked before
Faster reporting and better access to information
Banking & treasury

Led a banking transition and digitized banking processes

Stronger cash controls and visibility
Better purchasing-card economics and interest on company-owned cash, helping offset borrowing costs
Accounting

Technical accounting support

Improved third-party tax and assurance engagements, reducing costs and shortening timelines

Client identity kept confidential.

Questions owners ask

Straight answers.

Do we have to outsource our accounting team?

No. Most work is a defined project alongside your existing team. Ongoing support is optional.

Which systems do you work with?

The work is platform-agnostic. Migrations commonly involve legacy brokerage back-office platforms such as BrokerWolf or AccountTech moving to a fit-for-purpose accounting stack.

Do you perform our audit?

No. We prepare schedules, reconciliations, and records, and coordinate requests so your outside CPA firm’s engagement goes smoothly.

How is pricing set?

Engagements are scoped to the project after a first conversation about your business and priorities.

Let’s discuss your systems and priorities.

A short conversation about where your systems stand, what’s in the way, and a sensible first step.

Book a meeting with Nik →

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