INDUSTRIES | Rod & Associates

Our Expertise

Our team is experienced in both private and public companies, from SMEs to large enterprises. With global expertise across industries and business life cycles, we tailor accounting solutions to fit your unique needs and goals.

Amenity Developers

Rod & Associates offers financial services for amenity developers, specializing in modeling, accounting, and budgeting. We help manage costs, provide projections and forecasting, and coordinate with lenders, partners, and investors, ensuring compliance and improved ROI.

Credit and Lending Firms

Rod & Associates offers tailored financial solutions for credit and lending firms, specializing in accounting, reporting, and automation of debt schedules. We can track receivables, charge-offs, and delinquencies, analyze ROI and assets, and provide accurate data to mitigate risk, monitor cash flows, and drive efficiency.

Golf and Resort

Rod & Associates specializes in financial services for golf and resort businesses, offering accounting, capital budgeting, and proformas for cash flow management. We track memberships, F&B, and retail operations, ensuring cost control, transparency, and long-term profitability.

Homeowner's Associations (HOAs)

We understand the unique financial needs of Homeowner's Associations (HOAs). Our tailored services include accounting, budgeting, financial management, payroll, A/P and A/R management, and detailed financial reporting to ensure transparency with board members, homeowners, and all stakeholders. Our expertise helps HOAs effectively manage operational costs and provide accurate financial information to all stakeholders.

Homebuilding Companies

We provide tailored financial solutions for homebuilding companies, including financial modeling, financing and capital budgeting, and reporting. Our services help homebuilders manage costs, support cash flow, and navigate debt covenants with stakeholders. With a focus on maximizing ROI, we support successful project completion through accurate forecasting and informed decision-making.

Home-Building Products Distributors

Our firm draws on extensive experience in home-building product distribution to provide expertise in inventory management, logistics planning, and financial reporting. We can assist with consignment tracking, optimizing logistics, and demand planning, backed by profitability analysis and data-driven insights to enhance financial practices and drive profitability.

Implementation Companies

We provide specialized financial services to implementation companies, helping manage project costs, track budgets, and optimize cash flows. Our comprehensive accounting, financial reporting, and analysis services support effective budgeting and project tracking. Through strategic financial modeling and analysis, we assist companies in ensuring projects are completed on time and within budget.

Investment Funds

We provide tailored financial solutions for investment funds, specializing in financial analysis and automated reporting. Our expertise includes complex financial modeling for internal projections, such as those for mergers and acquisitions (M&A) and leveraged buyouts (LBOs). We assist in analyzing synergies, divestments, and performing waterfall calculations across multiple funding rounds, enabling informed decision-making and optimizing returns for stakeholders.

Management Companies

Rod & Associates offers financial services for management companies, including accounting, reporting, budgeting, and cash flow management. We specialize in cost allocation, revenue recognition, and forecasting to optimize operations. Our services include financial analysis and performance metrics to support strategic decisions, ensure compliance, and enhance profitability through effective management and robust internal controls

Nonprofit Organizations

At Rod & Associates, we understand the unique financial challenges faced by nonprofit organizations. Our tailored services—including tax planning, accounting, payroll, and compliance—are designed to help nonprofits maintain financial health and transparency. We assist organizations in navigating their financial responsibilities, optimizing strategies, and improving operational efficiencies, enabling them to focus on their core mission, regardless of their tax status.

Professional Services Companies

We provide tailored financial solutions for professional services firms, including accounting, financial reporting, budgeting, and cash flow management. Our team specializes in streamlining operations through effective cost management, revenue recognition, and project-based accounting. We help optimize financial processes, maintain accurate records, and ensure compliance. Additionally, we offer financial analysis, forecasting, and performance metrics to support strategic decision-making and profitability.

Property Management

We understand the unique accounting challenges property management companies face, whether it's navigating modified cash basis, accurately tracking tenant-level spend and refunds, managing deferred revenue, CAM reconciliations, or maintaining multiple sets of books for GAAP and tax at the tenant and management level. We recognize the importance of accurate accounting, proper capitalization of improvements, and consistent reporting across systems. We can assist you with staying compliant, maintaining accurate books, and making sense of fragmented data in an industry where financial precision and transparency are critical.

Real Estate Development

We offer specialized financial services for real estate development companies, including lot developers, master-planned communities, single-family and multi-family homes, condos, and specialized amenities. Our services cover financial modeling, project financing, budgeting, and reporting, helping developers manage costs, navigate debt structures, and optimize cash flow. We support clients in maximizing returns and ensuring successful project completion.

Retailers

We offer specialized financial services for retailers, helping navigate the complexities of accounting, financial management, and inventory control. Our team supports cash flow management, capital budgeting, and cost-effective inventory tracking, including seasonal forecasting. We assist retailers in managing operational costs, optimizing inventory, and ensuring sustainable profitability.

Software-as-a-Service (SaaS) & Tech Platforms

At Rod & Associates, we understand the accounting and compliance complexities faced by SaaS companies, tech platforms, and digital intermediaries. Our experience includes full-cycle accounting working with organizations that operate subscription-based and marketplace-style models, providing insight into revenue recognition, capitalization of costs, and tracking revenue by state for sales tax nexus considerations. We understand the operational challenges of managing deferred revenue, performing GAAP-to-tax reconciliations, budgeting, forecasting, variance analysis, structuring reporting for recurring income, and maintaining records that align with industry standards and scalable growth.

Outsourcing Companies

Rod & Associates provides financial solutions for outsourcing companies, including accounting, reporting, payroll management, and cash flow optimization. We specialize in tracking labor costs, planning expenses, and attributing costs to roles and projects. Our services streamline operations, ensure compliance with regulations, and maintain accurate records. With performance metrics and analysis, we help outsourcing firms make informed decisions and boost profitability.