Founded in 2009, Lockwood and Swalm is an Atlanta based provider of outsourced financial and accounting services tailored specifically for companies in the real estate industry. At Lockwood & Swalm, we understand the unique financial intricacies that accompany the dynamic landscapes of real estate and construction. Our mission is to empower your business with expert financial management, allowing you to focus on what you do best—building and growing.
We leverage cutting-edge technology and industry best practices to deliver real-time insights, allowing you to make informed decisions that drive profitability and sustainable growth. Our transparent and collaborative approach means you're always in control, with access to timely and accurate financial data.
Partnering with us means more than just outsourcing your financial tasks; it means gaining a dedicated advisor committed to your financial success. We are passionate about contributing to the prosperity of real estate and construction businesses by optimizing financial efficiency, minimizing risks, and fostering long-term financial health.
What sets us apart is our commitment to precision and efficiency. From bookkeeping and AP management to financial reporting and strategic planning, we handle the financial complexities, ensuring compliance with industry regulations and providing you with a clear financial roadmap for success. Our services are scalable, adaptable, and customized to meet the unique needs of your business.
Partner
Trey is a founding partner of Lockwood & Swalm. He has over 20 years of accounting management experience in the real estate and construction industries.
Prior to forming Lockwood & Swalm, he held accounting management positions with Cousins Properties, Holder Construction Company, Turner Construction Company, and The Integral Group
Partner
Trey is a founding partner of Lockwood & Swalm. He has over 20 years of accounting management experience in the real estate and construction industries.
Prior to forming Lockwood & Swalm, he held accounting management positions with Cousins Properties, Holder Construction Company, Turner Construction Company, and The Integral Group.
Trey has extensive experience overseeing GAAP financial reporting for private and publicly traded companies and performance reporting of real estate investments. He has significant experience performing due diligence for real estate acquisition opportunities, underwriting preferred equity and mezzanine debt placements and performing market research.
Trey was one of the first professionals in the real estate industry to achieve ARGUS DCF Certification. His industry experience includes working with office, retail, land holdings, multi-family and single-family residential, and government real estate ventures.
Trey earned his Bachelor of Accountancy from University of Mississippi and his Master of Science in Real Estate from Georgia State University.
Vice President
Taylor’s accounting career began in public accounting at Aprio, LLP., where he specialized in real estate and non-profit audits. During that time, he completed the CPA exam and functioned as the principal auditor overseeing real estate engagements for companies of diverse sizes, thereby acquiring valuable insights into
Vice President
Taylor’s accounting career began in public accounting at Aprio, LLP., where he specialized in real estate and non-profit audits. During that time, he completed the CPA exam and functioned as the principal auditor overseeing real estate engagements for companies of diverse sizes, thereby acquiring valuable insights into the accounting, reporting and compliance challenges that many of these companies encounter.
Following this chapter, Taylor worked as a senior development accountant at Selig Enterprises, Inc. While with Selig, Taylor managed the accounting and reporting for several major development projects, including The Works in West Midtown and the 1105 West Peachtree Street towers. In addition, he oversaw the accounting for many of the company’s major stabilized retail holdings.
Taylor has extensive expertise in both GAAP and OCBOA accounting as well as ensuring compliance with HUD, construction, and conventional loans. Additionally, he is proficient in utilizing accounting software such as Yardi, MRI, and QuickBooks.
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