Stop checkbook managing your real estate business. Fractional CFO Alex Lopez breaks down the KPIs, projections, and tax strategies that scale investors.

In this episode of RealDealChat, Jack Hoss sits down with Alex Lopez, fractional CFO and tax strategist at alexlopescpa.com, to unpack the financial blind spots that hold real estate investors back from scaling past seven figures.

Most investors nail the CEO role but completely ignore the CFO role. Alex explains why that gap is costing investors money, deals, and growth, and how to fix it without hiring a full-time finance team.

Topics covered in this episode:

What a fractional CFO actually does and why it's different from a bookkeeper or tax preparer
The "checkbook management" trap that kills businesses at the $800K to $1M revenue mark
How to set up KPIs that actually define success or failure in your investing business
Why projecting at least one quarter ahead is the single habit that separates scaling businesses from stagnant ones
A real example of an investor who built a multi-million dollar portfolio in his 20s by architecting the finances first
How to use NOI, cap rates, and LTV to back into your portfolio target before you buy
Why conversion rate is one of the most overlooked KPIs and what doubled Alex's own conversion
The ROI on fractional CFO services and why it typically pays for itself several times over
How AI fits into financial operations today (and where it still falls short)
Why building SOPs before you need them saves years of stress down the road

This episode is for real estate investors approaching or past the million-dollar mark who are still managing finances reactively rather than strategically.

🔗 Connect with Alex: alexlopescpa.com

🔗 Build systems for your investing business: realdealcrew.com

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