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AccountingThe Command Layer for the Whitfield Family Office
|Mar 22, 2026|Demo User
JW

Accounting

3 entities · Monthly summary

Connected to Sage
Total Revenue
$62,600/mo
Total Expenses
$45,400/mo
Net Income
$17,200/mo
Accounts Receivable
$4,800
Accounts Payable
$21,400
W
Whitfield Capital LLCHolding Company
Sage
Revenue$0/mo
Expenses$12,400/mo
Net Income-$12,400/mo
AR$0
AP$8,200

Management fees, legal retainers, insurance premiums, bookkeeping

W
Whitfield Properties LLCReal Estate
Sage
Revenue$58,400/mo
Expenses$31,200/mo
Net Income$27,200/mo
AR$4,800
AP$12,600

5 rental properties — 7 units total, property management, maintenance reserves

L
Lake Norman Getaway LLCShort-Term Rental
Sage
Revenue$4,200/mo
Expenses$1,800/mo
Net Income$2,400/mo
AR$0
AP$600

Airbnb STR — average monthly, cleaning, supplies, platform fees

Full accounting integration, zero manual entry.

StratumOS connects to Sage, QuickBooks, and your bank feeds — everything rolls up automatically.

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