Property Accounting, Fund Accounting, Financial Reporting and Analysis
Tax, Audit, and Other Regulatory Compliance
Methodical Approach Precedes Smooth Operations


Financial Reporting

CARROLL produces customizable monthly full-cycle GAAP compliant financial reporting for investors, lenders and other stakeholders.

Financial Analysis

CARROLL regularly analyzes data to monitor and report on key performance trends and metrics throughout our portfolio.

Treasury Management

Our team manages the cash balances and transactions for all legal entities within our portfolio. We also manage the investor distribution process by analyzing cash balances and making recommendations on cash available for distribution monthly or quarterly. 

Accounting Systems and Proccesses

With a number of CPAs on staff and best in breed accounting software, processes and procedures, we are well-equipped to serve our institutional investors and owners. 

Transaction Support

CARROLL's accounting team supports the acquisition and disposition process by completing buyer/seller prorations, post-close true-ups, distribution waterfall models and review of other financial information.


Our team manages the tax and audit reporting requirements for all CARROLL managed properties and CARROLL sponsored investment funds. We have expertise in managing the reporting and regulatory compliance for a variety of entity types including Partnerships, REITs and Corporations.  


Jamie S. Lee

Jamie S. Lee serves as Chief Financial Officer for CARROLL. In this role, Jamie is directly responsible for all accounting, finance and compliance functions of the company, including overseeing the corporate, property and fund accounting teams, budgeting and forecasting, treasury management and managing the tax, audit, and other compliance processes for the company.

Designing, Launching, and Running an Initiative the Carroll Way - A Case Study

The business landscape is constantly evolving and changing; throughout history, we’ve seen disruptions take place. Yet, one thing remains true – entrepreneurs who have the foresight to plan, execute, and cultivate change prosper. When approached in a careful and methodical way, such an undertaking results in a system of smooth operations unfazed by arising obstacles. 

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