Property portfolios, entity structures, depreciation strategies, and investor reporting — we provide the financial infrastructure that serious real estate operators need to grow with confidence.
Real estate accounting demands precision around depreciation schedules, cost segregation, 1031 exchanges, CAM reconciliations, and multi-entity structures. These aren't areas where you want a generalist.
We work with residential landlords, commercial investors, mixed-use operators, and real estate developers — delivering the financial clarity needed to evaluate performance, manage investor relationships, and scale your portfolio strategically. Our team understands the entire lifecycle of a real estate investment and provides reporting frameworks that actually support decision-making.
From single-family rentals to multi-site commercial portfolios, we deliver accounting and advisory designed around how real estate actually works.
Accurate books for each property and entity — rent rolls, operating expenses, maintenance costs, and monthly reconciliation.
Proper entity architecture for your portfolio — LLC structuring, intercompany accounting, and consolidated reporting across multiple holding entities.
Maximize after-tax returns with strategies specific to real estate — depreciation, cost segregation, 1031 exchanges, and passive activity rules.
Professional investor packages, capital account statements, and Fractional CFO support for operators managing LP relationships or raising new capital.
Accurate CAM (Common Area Maintenance) reconciliations and lease abstracts for commercial property owners and landlords.
Job costing, draw schedule management, and financial reporting for real estate developers navigating active construction projects.
Real estate has unique financial complexities. We bring the expertise to navigate them — and a track record with serious operators.
Cost segregation studies, bonus depreciation strategies, and passive loss optimization — we ensure your real estate tax position is maximally efficient year after year.
We build reporting that shows you your portfolio as a whole and each asset individually — so you know which properties are performing and which need attention.
We understand multi-LLC structures, holding companies, and operating company arrangements — and keep the bookkeeping clean across all entities.
Whether you're managing a family partnership or a formal LP structure, we produce professional investor packages that build confidence and simplify distributions.
We model new acquisitions, review pro formas, and advise on financing structures — giving you the financial perspective you need before you commit to a deal.
From 2 properties to 200, our systems scale with your portfolio. Clients who started with us managing one building now trust us with their entire real estate operation.
Tell us about your real estate operation. We'll craft a service model tailored to exactly what you need.