Question 1

Who is Code Red for?

Accepted Answer

Code Red is designed for ambitious real estate businesses and entrepreneurs who want comprehensive, high-touch financial management and strategy. Just like having a dedicated CFO on their team.

Question 2

What makes Code Red different from other financial consulting services?

Accepted Answer

With Code Red, you don’t just get advice, you get a true financial partner. We handle everything from bookkeeping and payroll to cashflow projections, tax strategy, and direct coordination with your money team. You get executive-level oversight, hands-on support, and proactive strategy at every turn.

Question 3

What’s included in the monthly service?

Accepted Answer

You’ll receive unlimited 1:1 consulting, professional bookkeeping, payroll services (U.S. & abroad), quarterly financial projections, KPI dashboards, tax strategy calls, weekly tech support, priority emergency access, and more, all managed by your dedicated Fractional CFO.

Question 4

How does Money Team Coordination work?

Accepted Answer

We coordinate directly with your accountants, attorneys, and other advisors by joining calls with you or representing your business on your behalf, to keep your entire financial ecosystem aligned and efficient.

Question 5

Can I reach out for emergencies after hours?

Accepted Answer

Yes! Code Red clients receive priority emergency support, including after-hours access. Your CFO is available when you need urgent financial guidance or crisis management.

Question 6

Is there a limit to task or review requests?

Accepted Answer

Nope! Code Red offers unlimited task and review requests (within a reasonable use policy). Whether it’s contracts, budgeting, or financial analysis, we’re here to handle every detail.

Question 7

How does bookkeeping work?

Accepted Answer

We provide meticulous bookkeeping for your primary business account, with add-ons available for additional accounts or entities. Your records are always organized, accurate, and ready for audits or strategic planning.

Question 8

What kind of tech support do I get?

Accepted Answer

You’ll receive weekly virtual tech support for your financial and property management systems, ensuring your operations run smoothly and securely.

Question 9

How do I access my financial data and documents?

Accepted Answer

All your financial information, reports, and communications are securely managed through our client portal. Offering bank-level encryption and real-time access.

Question 10

Can I cancel or pause my membership?

Accepted Answer

Yes! Code Red is a month-to-month retainer with no refunds. You can cancel anytime before your next billing cycle, or pause your membership for up to 30 days. After which your spot may be offered to someone on the waiting list.

Question 11

How do I get started?

Accepted Answer

Just click one of the red buttons, complete the application, and pay the one time set up fee. You’ll be granted access to the client portal once you've been accepted.

New Clients $100 off Financial Physical (No Code Needed)

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Code Red

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