KDM Realty - Mogul CPA

Streamlining Financial Operations at KDM Realty

CASE STUDY

KDM Realty is a growing real estate group managing over 30 corporations and properties. Before partnering with Mogul CPA, the client was relying on a fragmented internal and external accounting setup that was both costly and inefficient.

Meir Klein, Owner of KDM Realty

Very professional & devoted!

The Challenge

Delayed monthly reporting: critical financial updates were consistently behind schedule.
Process inefficiencies: the previous team lacked the technical structure to manage complex accounting across a large portfolio.
Over-involvement: the client was spending significant time resolving financial and tax-related issues that should have been delegated.

The Solution

Mogul CPA implemented a fully integrated accounting solution designed to centralize, automate, and streamline the entire financial process. Key improvements:

Shared inbox system routing all receipts, invoices, and financial documents to one place.
Full-service accounts payable: invoice processing, bank payment preparation, reconciliation.
Monthly rent tracking with early-month payment status reporting.
Lease and recovery oversight ensuring invoicing aligns with terms and obligations.
Master reporting dashboard with real-time visibility across companies, GST filings, and outstanding queries.
Direct stakeholder communication, minimizing the client's day-to-day involvement.

The Results

Total cost reduction: accounting costs reduced by over 50% vs. previous setup.
Operational efficiency: month-end closes now timely and coordinated across all entities.
Hands-off execution: client involvement in day-to-day accounting reduced to near-zero.
Centralized visibility: all tasks, timelines, and communications tracked in one place.