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.
The Financial Complexity of Real Estate
Growing real estate portfolios create financial challenges that require specialized expertise.
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
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Cash Flow Forecasting 101 for Business Owners
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Construction WIP Reporting: How to Calculate Over/Under Billings (and Keep Your Bonding)
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Job Costing Basics for DFW Contractors
If you can't tell which jobs make money, you're flying blind. A plain-English guide to job costing for Dallas–Fort Worth contractors — what to track, how to set it up, and how it feeds an accurate WIP schedule.
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.
Start HereThis firm is not a CPA firm.