Case Study

Trinity Enterprise

How Trinity Enterprise Gained Financial Clarity and Saved 10+ Hours a Week with Ambrose Bookkeepers

Behind on their books and struggling to track rental performance, Trinity Enterprise knew they needed expert support. Since partnering with Ambrose Bookkeepers, they have cut over 10 hours of bookkeeping work per week, improved accuracy to near-perfect levels, and finally have clean, timely reports that support confident decision-making.

Introduction

Trinity Enterprise, based in Lansing, Michigan, is a full-service real estate operation managing buy-and-hold rentals, fix-and-flips, a brokerage, and in-house property management. With 112+ rental units and nearly 20 flips per year, the team needed reliable financials to support growth, but their bookkeeping was consistently months behind.

BeforeAfter
  • Books were 6 to 8 months behind, causing constant stress and guesswork
  • Difficult to accurately categorize transactions or track project costs
  • No clear view of how rentals were actually performing
  • Time-consuming manual work spread across operations and admin teams
  • CPA struggled with disorganized data and delayed filings
  • Monthly books are delivered by the second week of each month
  • Reports are 99.99% percent accurate and ready for banks and investors
  • Introduced rental performance tracking tools and forecasting placeholders
  • Saved over 10 hours per week on bookkeeping-related tasks
  • CPA praised the organization and clarity of the new reports
  • Leadership can now sleep easy knowing financials are clean, current, and correct

Process

  • Interviewed multiple firms and selected Ambrose Bookkeepers for their expertise and proactive approach
  • Transitioned books and cleaned up historical issues
  • Introduced improved formatting and placeholders for PITI (Principal, Interest, Taxes, Insurance) to forecast rental performance
  • Aligned the monthly reporting cycle with the team review schedule
  • Continuously refined reporting forms based on early feedback

The Results

Ambrose Bookkeepers didn’t just catch Trinity Enterprise up; they set them ahead. With clean, timely, and highly accurate financials, Trinity can now track rental profitability, confidently present to banks and investors, and focus on growing their real estate empire.

“Everything has turned around. We felt like you were a home run, adding to our team… we can sleep nice at night knowing it’s getting done correctly.”
Troy D., Operations Manager, Trinity Enterprise ⭐⭐⭐⭐⭐

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 Trinity Enterprise, 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!