About.

COMMITTED TO YOUR SUCCESS

Our Company

Let's build together

Quinn Walker

Principal Partner

Dr. Jerome McWilliams

Principal Partner

Who we are

We serve a wide variety of professionals in the real estate industry. Whether you’re a real estate brokerage, general contractor, or real estate investor, we can help you leverage your financial data for growth.

Our philosophy

We believe that your financial data should be used for more than paying taxes. By combining our financial and technical expertise, we strive to help our clients achieve financial clarity and operational efficiency.

How we work

Whether you just need bookkeeping or complete CFO services, we'll work with you to assess your business goals and needs. Once the needed services are established, we’ll begin working immediately.

Industries.

UNIQUELY SPECIALIZED

Construction

Our specialty construction services include project accounting, budgeting, and work in progress schedules.

Real Estate

Whether you're single agent or a fast growing brokerage, our expertise will give you a leg up on the competition.

Investors

Spend more time finding new opportunities while we handle the financial transactions.

What Clients Say.

YOU CAN EXPECT THE BEST

Soar BI was one of the best investments I have ever made. Their part time CFO services gives me the ability to focus on my agents, while knowing all my financial information is being carefully monitored. It’s like having a seasoned executive, yet is a fraction of the cost. Highly recommended.

RUSH REALTY