Simon W.

ProTax & Financial Services

Real Estate Consultant

Lehigh Valley PA & New York CityMember since 2013

About myself

A Platinum ProAdvisor for QuickBooks Online, ProAdvisor for Xero and a Fractional CFO who specializes in working with property management firms, real estate investors, and construction companies. I’ve been in the trenches for years, helping clients scale their operations while protecting what matters most: their money and their time. I’ve worked behind the scenes for some high-level clients — including Donald Trump and his family’s portfolio of businesses — managing complex financial operations and keeping the machine running smoothly. Whether it’s real estate syndications, property flips, or long-term buy-and-holds, I’ve seen how it all works, from the top down. My accounting toolbox is deep — I’m an expert in AppFolio, Yardi, and Buildium, and I understand the full lifecycle of real estate finances from acquisition to asset disposition. I bring CFO-level strategy to small and mid-size operations that want to grow like the big boys but keep their risk low and margins high. Tech is second nature to me. I run Arch Linux as my daily OS — not because it’s flashy, but because it’s powerful, secure, and gives me full control. And when it comes to your financial data, security and precision are non-negotiable. If you're looking for someone who blends real-world business acumen, deep financial expertise, and modern tech-savvy systems to grow and protect your real estate business. Let's connect.

Interests

RentalsShort-Term RentalsFlippingWholesalingCommercialOther Strategies

Social profiles

Active about 5 hours ago

Portfolio

0

Deals shared

0

Currently owned

0

Total units

No deals shared yet.

Forums Activity

Member since 2013 · 0 badges earned

0

Forum posts

0

Best replies

0

Reputation

Recent contributions

No recent contributions yet.

References

Simon doesn't have any references yet.