Stronger financial foundations for the organizations communities depend on.
Bedrock Housing Consultants provides fractional CFO services and flexible financial support to public housing agencies and affordable housing organizations across multiple states.
Financial expertise that works inside your organization.
Bedrock Housing Consultants provides targeted financial guidance adapted directly to your internal operations, strengthening capacity without imposing external disruption.
Fractional CFO Leadership
Senior executive guidance for budgeting, financial oversight, strategic planning, and board communication without requiring a full-time CFO headcount.
À La Carte Department Support
Flexible operational support to assist existing personnel during audit preparation, staff turnover, monthly closing, or day-to-day general ledger reconciliations.
Institutional Software Autonomy
All financial accounting records, ledgers, and configurations are built and maintained directly inside your organization’s software environment.
Six core financial disciplines, delivered with equal precision.
Whether your organization requires interim executive financial leadership or targeted à la carte support, Bedrock operates directly inside your existing systems.
Fractional CFO Leadership
Bedrock provides experienced CFO-level leadership tailored to public housing agencies and affordable housing organizations. We partner with executive directors and boards of commissioners to strengthen financial operations through strategic budgeting, accounting oversight, regulatory compliance, and clear, decision-ready financial reporting. For organizations with LIHTC units, Bedrock serves as the point of contact with the various stakeholders (investors, syndicators, state agencies) that require constant monthly, quarterly and annual reporting.
Capital Fund Management
Bedrock provides financial reporting support within the Energy and Performance Information Center (EPIC). We can work directly with staff through each annual Capital Fund Grant Award processing or complete the reporting independently from your physical needs assessment.
HCV Financial Management
Bedrock works with PHAs with HCV programs to ensure accurate financial reporting through the Voucher Management System (VMS). We reconcile monthly HAP expenses per the General Ledger to what is reported in VMS monthly. Our team works to accurately track your restricted and unrestricted net position and report those balances monthly to HUD as well.
Finance Department Support
Bedrock provides flexible, hands-on support to strengthen your organization’s finance department and supplement the capacity of your existing team. Where system capabilities and access permit, we can assist with accounts payable and payroll processing, as well as other essential accounting functions.
RAD Conversion Consulting
Bedrock partners with PHAs looking to convert their Low-Income Public Housing units to Project Based Vouchers or Project Based Rental Assistance through HUD’s Rental Assistance Demonstration (RAD). We aid in coordinating the Financing Plan submission process through the RAD Resource Desk.
Yardi Software Transition Support
Preparing to transition to Yardi Elevate or Yardi Voyager? Bedrock helps public housing agencies and affordable housing organizations navigate every stage of implementation—from initial configuration and system setup through testing and go-live.
Experience across complex housing programs.
Bedrock’s ongoing portfolio encompasses public housing agencies, LIHTC developments, RAD conversions, and specialized housing facilities across multiple state jurisdictions.
Public Housing Agencies (PIH)
Including LIPH and Capital Fund Programs
Nonprofit Organizations
Affordable housing community non-profits
LIHTC Properties Supported
Active financial maintenance & reporting
Section 8 Programs
Tenant-based and project-based vouchers
Supportive / Memory Care Facilities
Specialized residential care properties
Rural Development (RD) Properties
USDA Section 515 rural housing
Section 8 New Construction
Project-based rental subsidy properties
Section 202 PRAC Properties
Elderly supportive housing developments
Proven Regulatory Environment Experience
HUD Public & Indian Housing (PIH)
FDS, VMS, LOCCS, and REAC financial submissions
HUD Multifamily
TRACS, MOR compliance, and annual financial statements
Illinois Housing Development Authority (IHDA)
State housing finance agency compliance & reporting
Colorado Housing & Finance Authority (CHFA)
State tax credit compliance & annual reporting
Third-Party Investors & Syndicators
Quarterly and annual tax credit investor reporting packages
An embedded operating approach built for organizational continuity.
Bedrock functions alongside your internal team, adapting to your established workflows rather than imposing external disruption.
Understand the Financial Environment
We conduct a thorough review of your existing accounting structure, software setup, staffing model, and reporting deadlines.
Identify Operational & Reporting Gaps
Our team pinpoints specific bottlenecks, compliance risks, reconciliation backlog, or leadership capacity voids.
Work Within Client-Owned Systems
Bedrock embeds directly inside your organization’s software or general ledger—keeping all records fully under your control.
Strengthen Long-Term Visibility
We establish clear financial routines, regular board reporting, and predictable schedules for continuous stability.
Leadership grounded in public housing finance.
Lisa holds both a Bachelor of Science and a Master of Science in Business Administration with a concentration in Accountancy from Washington University in St. Louis. Her professional certifications include Public Housing Manager (PHM), Certified Credit Compliance Professional (C3P), Family Self-Sufficiency Specialist, HCV Executive Manager, and Multifamily Housing Specialist. Lisa brings extensive experience in financial management, affordable housing, and organizational strategy to her role as Owner and CEO of Bedrock Housing Consultants. Prior to founding Bedrock, she spent 10 years as the Chief Financial Officer of a public housing authority, giving her firsthand knowledge of the financial, regulatory, and operational challenges housing organizations face.
10+ Years as a Public Housing Agency CFO
Direct hands-on experience managing PHA budgets, REAC financial submissions, capital funds, and housing choice voucher financial workflows.
Institutional Software Autonomy
Today, Lisa works closely with Executive Directors, Boards, and leadership teams of Public Housing Authorities, nonprofit organizations, and other affordable housing owners and operators. Her work focuses on developing financial and business strategies that maximize available revenue, strengthen financial performance, streamline operations, improve financial reporting, and position organizations for future development and growth. Lisa formed Bedrock with the belief that housing organizations should have access to experienced financial leadership without necessarily having to build that expertise entirely in-house. She remains actively involved with Bedrock’s clients, combining industry knowledge with a practical understanding of their day-to-day operations to help leadership teams make informed decisions and build financially sustainable organizations.
Direct feedback from the housing leaders we serve.
Read how Bedrock’s fractional CFO guidance and specialized financial management strengthen housing authorities across the country.
“Working with Bedrock Housing Consultants has been a great experience. Their knowledge, professionalism, and guidance have been invaluable in helping us navigate and strengthen our programs. They are responsive, dependable, and always willing to go the extra mile to help us succeed. I highly recommend their services to any housing authority.”
Melissa Marsh
Executive Director
Morgan County Housing Authority
“We’ve been extremely pleased with the support from Bedrock Housing Consultants. They handle everything they do for our office with professionalism and expertise, giving us clear financial insight and confidence in our decision-making. Their guidance has become a valuable part of how we manage our organization today and plan for our future.”
Danielle Gerndt
Executive Director
Menard County Housing Authority
“Before working with Bedrock, we struggled to have enough hours in the day to get all of our work done. Lisa and her team not only cleaned up our monthly books, they helped us restructure our financial tracking and reporting. They helped everyone involved be more knowledgeable of their role with the budget and made it very transparent to all staff and board members alike! Her and her team are always available to answer any questions we have. I would highly recommend working with Bedrock!”
Dionne Wyatt
Chief Executive Officer
Macoupin County Housing Authority & Macoupin Housing Services
“Bedrock Consulting has been an exceptional partner to our agency. Their team is professional, knowledgeable, hardworking, and consistently deadline-driven. They helped strengthen our financial performance while building our internal team’s capacity and confidence. Their expertise, responsiveness, and commitment to results made a meaningful difference for our agency, and we highly recommend Bedrock Consulting to any agency looking to strengthen its operations and financial performance.”
Steven L. Trujillo, MBA
Executive Director
Housing Authority of the City of Pueblo
Build a stronger financial foundation for your housing organization.
Discuss your agency’s fractional CFO leadership, Capital Fund tracking, RAD conversion, or software transition priorities directly with CEO Lisa White and the Bedrock team.