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Together we help commercial real estate owners & investors succeed
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PARTNERS
Elm Street Accounting
Elm Street Accounting helps business owners take control of their finances and save valuable time so they can spend their time growing the business they love. We know that your business will thrive as a result of having the right support from your accounting team and the solutions we customize just for you. We deliver reliable data that will help you make valuable business decisions and be prepared for tax time. Have you fallen behind with the books? It happens. Elm Street Accounting can rescue your books and help you get caught up.
Fusion CPA
Fusion CPA provides Real Estate accounting services including bookkeeping, tax planning & prep, and CFO advisory. The firm was established in 2011 by Trevor McCandless. As the CEO, Chief Entrepreneurial Officer, Trevor ensures that Fusion CPA is an organization where high value is placed in the entrepreneurial spirits of Fusion CPA’s clients and staff. He believes that hard-working, persistent entrepreneurs, armed with a solid business foundation & strategy, can advance their business beyond their goals.
IncentiFind
IncentiFind is the nation’s go-to database of green building incentives. We integrate our data into design, construction, and real estate software to make property owners aware of the $70B in green building incentives offered by the U.S. government each year. Green building incentives are not only hard to find online, but they are also difficult to capture. This results in many property owners missing out on savings, wasting both financial and environmental resources in their building-related projects. IncentiFind connects 97 billion square feet of commercial properties and 95 million homes to the eligible green building incentives and offers streamlined steps to capturing them.
inteliGlas
inteliGlas is a master systems integrator in commercial real estate that autonomously manages office building systems 24/7 with a leading integration team and state-of-the-art AI and cybersecurity technology. inteliGlas is designed for all stakeholders and delivers four key results: creating economic value, enhancing health & wellness, reducing risk and sustainability.
Otso
Otso is a financial services company formed by industry veterans of commercial real estate, finance and technology to revolutionize the commercial leasing process for both Tenant and Landlord. Founded in 2019, Otso offers lease insurance for office, retail, and industrial assets in the United States through our partnership with Assurely and Accelerant and the industry's first zero-deposit guarantee.
Quick Action Accounting
Quick Action Accounting is your local authority on accounting services, QuickBooks, and small business consulting. Quick Action was founded by Amy Heinen, the driven and passionate local entrepreneur. Like Amy, Quick Action exists to raise standards. Its ever expanding client list and community reach are proof that Quick Action aims high!
StackSource
StackSource is a tech-enabled commercial real estate financing platform providing transparent, efficient access to the capital markets for commercial real estate investors to source their ideal capital stack. For the past 3 years, we’ve been one of the fastest-growing commercial mortgage companies in the U.S. Our financing marketplace surpassed $1 billion in closed transactions in August 2022.
SWIZZNET
Swizznet hosting puts your QuickBooks and Sage Software, along with all your business applications, in the cloud for ultimate ease of access, security, flexibility, and business growth. Keep all the desktop software benefits you know and love while gaining all the advantages cloud computing has to offer.
WANT TO BECOME A PARTNER?
At STRATAFOLIO, we believe in providing our customers with the best software and customer service in the industry to help you grow. We also understand there are other services that we don’t provide. For those, we partner with qualified professionals.
