Real Estate · Plano, TX
Real Estate Bookkeeping in Plano, TX
Operating finance built for real estate investors, syndicators, and family-owned portfolios in Plano and the surrounding North Texas market — clean books, real reporting, and the cash visibility your stage demands.
Why real estate businesses in Plano call us
Plano's corporate corridor and Legacy West density mean professional firms, contractors, and real estate owners all operate at higher complexity than their headcount suggests.
Plano investors typically hold portfolios spread across Collin County — a mix of build-to-rent, commercial, and legacy holdings — often inside separate LLCs that were never set up for consolidated reporting. As the portfolio grows, the lack of a combined view becomes the bottleneck for lender and estate-planning conversations.
What we typically find when we open the books
Collin County holdings sit in separate LLCs with inconsistent charts of accounts, making a consolidated portfolio view impossible
Intercompany transfers between Plano-area entities are booked inconsistently, obscuring true per-property returns
Each property LLC is reconciled in isolation with no consolidated portfolio view
Inconsistent chart of accounts across entities makes combined reporting impossible
Intercompany transfers and shared expenses are booked inconsistently — or not at all
True returns by property are obscured by intercompany subsidies and overhead allocation
Lender, estate-planning, and refinance conversations require packages that don't exist
What we deliver for real estate clients
Standardized chart of accounts across every property and management entity
Monthly close with disciplined intercompany reconciliation
Combined and entity-level P&L, balance sheet, and cash position every month
Property-level NOI, debt service coverage, and cash-on-cash reporting
Lender-ready and estate-planning-ready balance sheet packages on request
Annual planning support: refinance windows, capex schedules, acquisition modeling
Real Estate Bookkeeping in Plano — FAQ
Do you serve real estate businesses in Plano?
Yes. The Aligned Ledger supports real estate investors, syndicators, and family-owned portfolios across Plano and the broader Dallas–Fort Worth market with bookkeeping, controller oversight, and fractional CFO advisory.
What size real estate business is the right fit?
We work with real estate investors, syndicators, and family-owned portfolios from roughly $1M to $50M+ in revenue or assets under management. The Clarity, Momentum, and Vision tiers map to that range.
Do you handle short-term rentals, long-term rentals, and commercial real estate?
Yes. Our multi-entity reporting framework adapts to STR, LTR, commercial, and mixed portfolios. Property-level reporting and consolidation are standard deliverables.
Can you work alongside a property management company or platform like AppFolio or Buildium?
Yes. We routinely integrate with property management platforms — your PM keeps doing operations, we own monthly close, consolidation, and the reporting package.
Can you consolidate a multi-LLC Plano-area portfolio for lender packages?
Yes. We standardize the chart of accounts across every entity and produce combined and entity-level statements plus property-level NOI and DSCR — lender- and estate-planning-ready on request.
Is The Aligned Ledger a CPA firm?
No. The Aligned Ledger is not a CPA firm and does not provide tax preparation, payroll processing, bill pay, or attest/assurance services. We work alongside your CPA, attorney, and wealth manager.
Ready for real visibility into your real estate business?
Book a free Financial Alignment Call. We'll diagnose where your books and reporting are working — and where they aren't.
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