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Financial Services and Solar Advisory

Clear financial oversight. Confident solar decisions.

Accounting, financial asset management, and strategic advisory for solar portfolio owners and commercial property investors.

We help you understand the numbers, manage ongoing obligations, and evaluate your next investment.

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How We Help

SPE Accounting

Multiple entities. One clear financial picture.

Accounts payable, receivables, bank reconciliations, and financial statements for each project entity—with consistent processes across your portfolio.

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Asset Management Light

Your portfolio’s financial back office.

Accounting, PPA and REC reconciliation, lender reporting, and recurring administration. We manage the details and keep outstanding items visible.

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Financial Services & Repowering

Understand the economics before committing capital.

Financial modeling, transaction support, and repowering feasibility—including equipment replacement scenarios, 80/20 rule considerations, storage opportunities, and financing needs.

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CRE Solar Advisory

Independent guidance for commercial property owners.

Evaluate solar proposals, compare ownership and PPA structures, and understand the impact on property cash flow and investment returns. We coordinate with your tax and legal advisors before you commit.

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Who We Serve

Solar portfolio owners, private equity firms, family offices, developers holding assets, and commercial property investors.

Whether you need support across multiple SPEs or an independent review of a solar opportunity, we define a scope around your business.

Active Engagement

Hands-On Experience Across 19 SPEs

Solar CFO manages financial operations for a 19-SPE solar portfolio in the Southeast—including accounting, monthly reporting, PPA and REC reconciliation, lender compliance administration, and vendor coordination.

We established the financial processes and manage the recurring work day to day.

Financial Judgment. Practical Execution.

We combine accounting, solar finance, and commercial real estate experience with technology that streamlines recurring work. Our focus: useful reporting, clear communication, and dependable follow-through.

Meet the Team

Let’s Discuss Your Portfolio or Project

Tell us what you own, what you’re considering, and where you need support.

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