Multiple properties, tenant billing, and shifting cash flows make real estate accounting far more complex than standard bookkeeping. Our real estate accounting services keep your financial records accurate, organized, and investor-ready, so you can manage your portfolio with confidence.
Property-level reporting, rent roll tracking, CAM reconciliation, and multi-entity management are much more complex than a traditional business ledger. Reliable real estate accounting services can help you track property performance, handle cash flow throughout your portfolio, and be prepared for lenders and investors.
Otherwise, tracking income and expenses by property becomes difficult, as well as understanding how cash will be needed in the future or how to prepare clear reports for financing or tax purposes. Whether you're dealing with a single home or a portfolio, our real estate accounting services ensure that your books remain precise and your reports remain unambiguous. For new real estate ventures, our company formation services can help you build a solid foundation before your accounting even begins.
The principles of our commercial real estate accounting services are the same as any trusted accounting partner: accuracy, consistency, and reporting. We perform bookkeeping for your property, CAM reconciliation, tracking of rent roll, transaction categorization, and monthly financial statements for your portfolio.
From small to big, whether you're in the business of just one rental or multiple commercial properties, our team can provide you with the financial reporting that you need for lenders, investors, and long-term growth. We also offer complete accounting and bookkeeping services to keep your day-to-day records in order.
Our accountants assist businesses of various sizes and types, including property owners, landlords, commercial real estate companies, and investment firms. We understand the reporting challenges involved in managing multiple properties, entities, and financial activities.
Our services support property-level P&Ls, CAM reconciliation, rent roll tracking, and multi-entity accounting. We can also support accounting related to 1031 exchanges by helping organize transaction records and track financial information associated with deferred gains in coordination with your tax professionals. Our real estate accounting services are tailored to residential landlords, commercial property managers, and real estate investment companies.
Our team manages the details so your books stay accurate, current, and ready whenever you need them.
Step 1: Consultation — We learn about your properties, account requirements, and financial processes.
Step 2: Accounting Setup — We review your records and create an accounting system that is appropriate for property-level reporting.
Step 3: Monthly Accounting & Reporting — We maintain your books, reconcile accounts, and provide you with property-level financial reports.
Yes, we support real estate clients of every size, from single rental units to large portfolios.
Yes, we build reporting tailored to your lease structures and property types.
Yes, our team prepares clean financial reports suitable for investors and lenders.
Yes. We can work with accounting workflows connected to industry-standard property management platforms, including AppFolio, Buildium, Yardi, and MRI, as well as other systems where appropriate.
Yes. We can help organize transaction records and track financial information related to a 1031 exchange. Because 1031 exchange tax treatment can be complex, we coordinate accounting records with the appropriate tax professionals when needed.