Real Estate and Construction

Burgher Haggard provides:

• Enterprise-Level Technology

  With Burgher Haggard, clients get access to the enterprise-level software and reporting solutions that come with economies of scale. We leverage the best of breed technology to provide a solution with data backups via snapshots, clustering, and geographic redundancy (multiple Tier 1 providers) to provide the highest possible uptime. Our clients have unlimited access to a secure online portal to view reports, files and accounting backup records.

• Financial Administration and Document Management

  We offer a full suite of financial administration services, including, but not limited to: 

  • Third-Party Fund Administration
  • Development Back Office
  • Development Treasury Management
  • Construction Draw Funding and Reconciliation
  • Construction Draw Accounting
  • Partnership Accounting
  • Asset Management
  • Integration of Financial Data from Third-Party Property Managers
  • Capital Account Tracking
  • Waterfall Administration and Calculation Tracking
  • External Audit Support
  • Debt Compliance
  • Performance Management
  • Investor Relations and Support
  • Construction Budget Maintenance
  • Accounts Payable Management
  • Bill Pay 
  • Bank Statement Reconciliation
  • Payroll Administration
  • Electronic Document Management

• Financial Reporting

  Let our team of experienced professionals provide the skills to efficiently and expertly manage your complex real estate holdings. Our reporting tools provide you with the analytics you need in a consolidated suite (with drill-down capabilities) to help you make smart investment decisions. Reports are designed for you to see your real estate investment portfolio in a consolidated suite, while maintaining your ability to access drill-down reports for more detailed information.

  Examples of the reports we provide include:

  

  • Balance Sheets
  • Income Statements
  • Cash Flow Statements
  • Equity Statements
  • Rolling 12-Month Reports
  • Construction Cost and Budget Reports
  • Carried Interest Analysis
  • Consolidating Entity Reports
  • Investor Capital Account Statements
  • Data visualizations
  • Ad Hoc Reporting

• Consulting

  Our CFO services are designed to help you make the best decisions for your real estate and private equity investments and projects. We will help you design the best waterfall for your next deal, or help guide you in structuring new entities so that you always know if your timelines and projects are on track and within budget.

  Examples of the real estate consulting services we offer:

  • Transaction Support/Due Diligence
  • Project Management
  • Budgeting and Forecasting
  • Financial Analysis
  • Strategic Planning
  • Cash Management & Forecasting
  • Fractional CFO
  • Objective Board Member or Advisor to Board of Directors

• Tax Services

  Burgher Haggard offers a full-service tax practice to meet all your personal and business tax needs. So whether you need tax return preparation, help to minimize taxes, or consultation on how best to structure transactions, Burgher Haggard has you covered. Learn more about our Tax Services. 

Jeremy Sweek, CPA 

• Learn More About Jeremy

  Jeremy has over 25 years of financial and accounting experience. He began his career in public accounting performing audits and consulting engagements at Weaver and PricewaterhouseCoopers. Following that, he spent seven years at Crescent Real Estate Equities, working in multiple capacities, assisting the Chief Financial Officer with strategic planning, budgeting and analysis, and spearheading investor and media relations. Jeremy has a BBA in accounting from Texas Christian University.

Jeff Keyes

• Learn More About Jeff

  Jeff has more than 20 years of experience in corporate taxation and accounting. He spent 17 years with Williamson-Dickie Manufacturing Company where he began his career as a staff accountant and ultimately worked his way up to Senior Director of Tax. In overseeing the global tax function at Dickies, Jeff gained valuable knowledge of S corporations, tax planning, transfer pricing, tax audit defense, and federal, state and international tax compliance. Jeff has a BBA in accounting from Texas Christian University.

Jack Klemm

• Learn More About Jack

  Jack has more than 28 years of financial accounting experience, much of which has been in the oil and gas and construction industries. Jack has a Master of Accounting degree from Texas Christian University and a BBA from West Texas State University.

Mack Roenbrook

• Learn More About Mack

  Mack has over 6 years of financial reporting and accounting experience. He began his career in public accounting performing audits and consulting engagements at WhitleyPenn, where he was also an Audit Manager before joining Burgher Haggard.  He has experience working in various industries including, real estate, healthcare, distribution & manufacturing, employee benefit plans, and not-for-profits. Mack has a Masters of Accountancy from Baylor University.