The Owner's Representative


Support for organizational and fiscal optimization

Areas of Practice

Over the past two decades, The Owner’s Representative has developed proprietary tools and a unique approach to our work. We use systems and methods that have demonstrated success, but also approach every engagement with a fresh eye. We always strive to foster a strong sense of teamwork with our client partners. The Owner’s Representative can provide top to bottom line turnaround from revenue, product, organizational and fiscal optimization. Service areas we specialize in include:



  • Accounting systems selection, design and integration with database and other management software
  • Financial operations and budgeting systems evaluation, build-outs and implementation
  • Banking, bookkeeping and account reconciliation
  • Budgeting, forecasting and financial modeling, including business plans and risk assessment
  • Strategic financial planning
  • Resource management
  • Financial reporting to boards, financial institutions, government agencies, and foundations
  • Audit preparation and tax filing
  • Staff training in financial reports and budgeting
  • Performance analysis and visual representations like dashboards
  • Completion of state and federal Indirect Cost Rate proposals and reconciliations

human resources

  • Personnel benefits planning and management
  • Benefits package design including retirement plan, comprehensive health insurance, flexible spending accounts, transportation, etc.
  • Employee policy and procedures set-up
  • Onboarding and closeout of staff

organizational management

  • Acting Executive role fulfillment: CFO, CEO, COO, GM, or Executive Director
  • Operating plan development and assessment
  • Reorganization recommendations
  • Enterprise resource planning systems: selection and implementation
  • Bottom line growth via sustainability initiatives: business model/ROI driven sustainability plan development that will improve overall operational performance
  • Negotiations with financial institutions, benefits providers, vendors, etc. on behalf of the client




grants management

  • Financial reporting on grants portfolios
  • Resource and grants management including OMB Circulars A-110, A-122, and A-133 compliance


office & it environments

  • Assist clients who are relocating or expanding to select, build-out and get into office space
  • Provide guidance in the selection of realtors, architects, engineers, interior designers, contractors, and vendors
  • Negotiate the most favorable lease and tenant improvement terms
  • Attend and participate in meetings with the owner and service providers concerning space requirements, design considerations, cost-containment strategies, energy efficiency considerations, and any special requirements
  • Ensure that contractors secure necessary governmental permits or approvals
  • High-level management of infrastructure and network vendors including web, phone, security of office and data, file management
  • Oversight of technology build-outs and migration, including cloud environments
  • Database, application, and operational system selection


  • Coordinate website development and upgrades
  • Brand and messaging architecture
  • Social media metrics