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Customizing Financial Reports with an Outsourced Partner

This presentation highlights the importance of tailoring financial reports to meet the unique needs of property owners, investors, and managers. It explains how outsourcing with a specialized partner like EXO Edge enables property management firms to move beyond generic reporting by creating customized financial statements that offer clear, actionable insights. The presentation outlines what can be customizedu2014such as KPIs, reporting formats, and data viewsu2014and showcases the strategic advantages of this approach, including improved transparency, smarter budgeting, and stronger stakeholder

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Customizing Financial Reports with an Outsourced Partner

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  1. Customizing Financial Reports with an Outsourced Partner Presented by EXO Edge

  2. Why Customization Matters in Property Accounting One-size-fits-all reports miss critical insights Owners, investors, and managers have unique financial priorities Customization enables better decision-making and compliance Outsourced partners bring expertise in designing purpose-driven reports

  3. What You Can Customize with EXO Edge Property-Level or Portfolio-Level Reporting Cash vs. Accrual Basis Accounting Views Custom KPIs (NOI, CapEx, Rent Roll Performance, etc.) Owner-Specific Formats & Frequency (monthly, quarterly, etc.) Integration with Property Management Software (AppFolio, Yardi, etc.)

  4. Benefits of Custom Financial Reporting with EXO Edge Greater transparency and trust with stakeholders Informed budgeting and forecasting Faster responses to financial red flags Simplified audit preparation and investor reporting Focus on strategy, not spreadsheets

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