Case Study

Alta Asset Management

How Alta Asset Management Freed Up Time and Accelerated Growth with Ambrose Bookkeepers

Alta Asset Management was bogged down by manual bookkeeping processes that slowed growth and drained leadership focus. After partnering with Ambrose Bookkeepers, they streamlined operations, strengthened vendor analysis, and redirected focus toward business expansion, resulting in exponential ROI.

Introduction

Alta Asset Management is a real estate development firm based in Northern New Jersey specializing in single-family homes, townhouses, and multifamily properties. Founded in 2017, the company has grown rapidly, but that growth came with operational challenges that required a better approach to bookkeeping.

Before	After
Relied on in-house assistants to manage complex bookkeeping tasks Used spreadsheets, pivot tables, and macros in an effort to stay organized Bookkeeping became increasingly unmanageable as the business scaled Financial reporting lacked detail, limiting visibility into spending Leadership was bogged down with tasks unrelated to revenue generation	Seamless bookkeeping process requiring minimal involvement from leadership Real-time visibility into financials, improving vendor payments, and budgeting Granular, line-by-line expense tracking is now automated and easy to manage Identified opportunities to renegotiate with vendors and reduce costs Leadership freed up to focus on revenue-driving initiatives and new deals Resulted in an exponential return on investment, primarily through time savings and improved business focus

Before

After

Relied on in-house assistants to manage complex bookkeeping tasks
Used spreadsheets, pivot tables, and macros in an effort to stay organized
Bookkeeping became increasingly unmanageable as the business scaled
Financial reporting lacked detail, limiting visibility into spending
Leadership was bogged down with tasks unrelated to revenue generation

Seamless bookkeeping process requiring minimal involvement from leadership
Real-time visibility into financials, improving vendor payments, and budgeting
Granular, line-by-line expense tracking is now automated and easy to manage
Identified opportunities to renegotiate with vendors and reduce costs
Leadership freed up to focus on revenue-driving initiatives and new deals
Resulted in an exponential return on investment, primarily through time savings and improved business focus

Process

Transitioned bookkeeping from internal teams to Ambrose Bookkeepers
Set up automated categorization for detailed line-item tracking
Created standardized templates and categories to streamline reconciliation
Enabled live financial reporting for on-demand access by internal teams
Ongoing collaboration to fine-tune processes and optimize vendor analysis

The Results

Working with Ambrose Bookkeepers transformed Alta Asset Management’s back office. What was once a source of frustration and inefficiency became a streamlined, nearly hands-off process. With real-time financial visibility and more time to focus on growth, Kamil and his team scaled faster and more strategically. As Kamil put it:

“The biggest return on investment is me being able to free up my own time… It’s been exponential.”
Kamil W., Founder, Alta Asset Management ⭐⭐⭐⭐⭐

Ready to Amp Up Your Own Bookkeeping to Match Your Ambition?

Maybe you’re in a similar position right now: you know your real estate business could perform better with the right financial systems in place. You’re ready to move from reactive to proactive, from uncertainty to confidence, from chaos to clarity.

Like Alta Asset Management, you could have monthly financials that tell the true story of your business. You’d be able to make hiring and scaling decisions with complete confidence in your numbers. And you’d have a real estate bookkeeping expert in your corner, always ready to answer questions and help guide your growth.

That’s exactly what we deliver for real estate investors every day at Ambrose Bookkeepers, and we’d love to hear how we can help you!

Explore bookkeeping services