Independent financial & technology oversight.
For HOA & condo boards and small businesses. After 31 years running my own managed-services firm, I'll give you an honest, independent set of expert eyes on your finances, your technology, and your vendors.
One trusted advisor. No agenda but yours.
Most boards and owners are handed reports they can't fully verify and vendors they can't easily evaluate. I make the numbers clear, help you ask your vendors the right questions, and help you make confident decisions — with nothing to sell you in return.
Two audiences. One independent standard.
Clarity and an honest check on your board's work.
Especially during change, a transition, or a compliance deadline — an experienced, independent voice in the room.
How I help your board:
- Read, understand, and sanity-check your financials and reserves
- Provide an independent review and second opinion on your property manager's work
- Evaluate and question your technology and vendor contracts
- Offer plain-spoken guidance so the board decides with confidence
The perspective of a CFO and CTO, without the hire.
For owners who carry the whole company and have no one independent to pressure-test the money and the technology.
How I help your business:
- See and control your software, subscription, and vendor costs
- Hold your IT provider accountable and translate the tech for you
- Guide your connectivity, systems, and where to invest next
- Build a calmer, healthier team, with wellness woven into how you work
31 years on the other side of the table.
I built and ran a successful managed-services company for three decades. I know exactly how vendors price, sell, and bill — because I was one. Now I use that to protect your interests: independent, plain-spoken, and rooted in both Connecticut and Florida.
Simple, predictable, flat-fee.
A conversation
We talk through where you are and what's keeping you up at night. No charge, no pressure.
A clear scope
I tell you exactly what I'll review and what you'll receive — in writing, before we begin.
Ongoing oversight
A flat monthly fee, regular advisory calls, and written summaries you can act on. No hourly meter.
Let's bring clarity to your numbers and your technology.
860-307-6156 · rkl@rklcom.com · Serving Connecticut & Florida