The BGP Scorecard
A structured assessment of your property management company's finance and accounting.
10 dimensions that determine whether your finance function is creating peace of mind or quietly eroding it.
You Need Clarity
Financial pressure leads to understaffing. Understaffing leads to burnout. Burnout leads to turnover. Turnover kills institutional knowledge. Without knowledge, you're fighting fires instead of building systems. You make mistakes. Tenants and clients complain. Margins tighten. It’s a vicious cycle.
You can't outwork it. You have to see it clearly to break it. The BGP Scorecard shows you where you have momentum, and where you are spiraling.
Build
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Is money coming in on time and going out with intention?
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Can you make a decision right now based on what's in the system and trust it?
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Does the monthly close happen on time, every time, without drama?
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Is money coming in on time and going out with intention?
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Do your finance systems live in a system or in someone's head?
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Do you have the right people in the right seats with the right rhythm?
Grow
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Can you explain your financial performance in a way that drives decisions?
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Are you protected from the things that don't feel urgent until they blow up?
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Are you running the business forward or just looking in the rearview mirror?
Partner
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Are you making strategic financial decisions, or just reactionary ones?
How It Works
01 - Chemistry Call
30 minutes. We talk through your situation, what the assessment covers, what access we need, and what the results look like. No pitch. Just clarity.
02 - Access
Read-only access to your accounting and PM systems. QuickBooks, AppFolio, Buildium — whatever you run. We look at data, not opinions.
03 - Assess
We score all 10 dimensions using real numbers from your systems. Every score is backed by evidence — what we asked, what we found, and what it means for the people downstream.
04 - Discuss
Within one week, you sit down with us and walk through your full Scorecard. Where you're strong. Where you're exposed. And what to do about it.
What You Walk Away With
The Scorecard isn't a summary email.
It's a structured, scored assessment that you keep - regardless of whether you engage further. Your scored report across all 10 dimensions, with evidence behind every number. A clear picture of where your finance function supports the experience you're trying to provide - and where it undermines it. A prioritized action plan. What to fix first, what to watch, and what's already working.
You get the scoring detail - every question we asked, your result vs. our standard, and the momentum behind each dimension. Yours. If you take the Scorecard and handle the rest on your own, you have everything you need to do it.
$2,000
One-time investment.
Full 10-dimension assessment delivered within one week of system access.
Who Is This For?
The Scorecard was designed for property management company owners managing 200 to 4,000 units who know their finance function needs to be better but aren't sure where to start.
You might be growing faster than your infrastructure can keep up with.
You might be running on one person's memory instead of documented systems.
You might be making decisions by gut because the data isn't there to do it any other way.
If your finance function gives you anxiety instead of peace of mind, this is where you start.
