Innexa provides integrated accounting teams that embed directly with your financial department. By leveraging technology-enabled solutions, we streamline workflows, accelerate reporting, and free client teams to focus on strategic priorities.

SERVICES

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Accounting Operations &
Financial Reporting​

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Strategic Planning & Financial Analysis

  • Financial Modeling & Projections
  • Annual Budgeting & Performance Management
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    Fund Administration

  • Treasury Management
  • Waterfall Calculations
  • Investor Reporting
  • Audit and Tax Support
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    Business Process Review

  • Process Improvement & Workflow Optimization
  • OUR WORK IN ACTION

    CLIENT

    LaTerra Development is a $3B+ multi-family and self-storage developer in Southern California

    SOFTWARE STACK

    Sage 300

    CLIENT

    LaTerra Development is a $3B+ multi-family and self-storage developer in Southern California

    PROBLEM

    The LaTerra experienced rapid platform growth and an increase in transaction volume, resulting in staffing gaps and employee burnout. Timely investor reporting, monthly and quarterly close, and soft draws became increasingly strained. The LaTerra needed a flexible, high-quality solution without breaking the bank.

    SOLUTION

    Innexa deployed a dedicated five-person team with staggered schedules to meet critical reporting timelines and maintain round-the-clock momentum across functions.

    Within six months, the scope expanded to include annual audit support and the client’s entry into a new asset class. When the client’s in-house AP Manager unexpectedly resigned, Innexa absorbed the workload seamlessly, eliminating disruption and maintaining continuity.

    RESULTS

    Annual cost savings of >$350,000

    Smooth execution
    of annual audit

    Improved turnaround for monthly close and reporting due to staggered shift coverage and support from multiple, dedicated Innexa team members

    Increased bandwidth allowed internal 
leadership to redirect 
focus to strategic priorities

    Seamless transition of AP manager responsibilities with zero operational downtime