Industry Focus

    Bookkeeping & CFO Advisory for Real Estate Investors

    Real estate portfolios create multi-entity financial complexity that generic bookkeepers can't handle. We deliver entity-level accuracy, investor-ready reporting, and strategic financial leadership for investors and property operators.

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    The Financial Complexity of Real Estate

    Growing real estate portfolios create financial challenges that require specialized expertise.

    Managing financials across multiple properties, LLCs, and holding entities
    Tracking rental income, CAM charges, and tenant reconciliations across a growing portfolio
    Capital expenditure vs. operating expense classification is inconsistent
    Investor reporting and distribution calculations are manual and error-prone
    1031 exchange tracking, depreciation schedules, and cost segregation support are missing
    No consolidated view across all real estate holdings and entities

    How We Support Real Estate Investors

    Purpose-built financial operations for property investors and portfolio operators.

    Multi-Entity Bookkeeping

    Entity-level bookkeeping for each property, LLC, and holding company with consolidated roll-up reporting across the entire portfolio.

    Rental Income & Tenant Tracking

    Accurate tracking of rental income, security deposits, CAM charges, and tenant receivables across residential and commercial properties.

    Investor & Distribution Reporting

    Waterfall distribution calculations, investor K-1 support packages, and quarterly investor reporting that keeps your partners informed.

    CapEx vs. OpEx Classification

    Proper capitalization of improvements versus operating expenses for accurate financial statements and tax reporting support.

    Cash Flow Forecasting

    Portfolio-level cash flow projections accounting for lease expirations, renovation timelines, debt service, and capital calls.

    Fractional CFO Advisory

    Strategic financial leadership including acquisition modeling, refinancing analysis, portfolio optimization, and exit planning.

    Why Real Estate Investors Choose Us

    We understand real estate financials: entity structuring, distributions, depreciation, and portfolio reporting
    Our team works with residential, commercial, and mixed-use portfolios
    We coordinate with your CPA, property manager, and lender for seamless reporting
    We deliver controller-level oversight without the overhead of a full-time hire
    Our clients range from single-property investors to 50+ unit portfolio operators

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    Quick Answers

    Plain-English answers to the questions we hear most.

    Do you provide bookkeeping for real estate investors with multiple LLCs?
    Yes. We specialize in multi-entity bookkeeping for real estate investors managing portfolios across multiple LLCs, holding companies, and property types. We deliver entity-level financials with consolidated portfolio reporting.
    How much does real estate bookkeeping cost?
    Real estate bookkeeping typically ranges from $1,000 to $4,000+ per month depending on the number of entities, properties, and transaction volume. Investors needing investor reporting and fractional CFO advisory typically invest $5,000–$8,000+ per month.

    Let's align your portfolio's financials.

    Discover how entity-level accuracy and strategic oversight can help you grow your real estate portfolio with confidence.

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    This firm is not a CPA firm.