Services Designed for Real Estate Investors
Comprehensive accounting solutions that bring clarity to property finances, from individual asset tracking to portfolio-wide performance analysis.
Return HomeTailored Support for Property Portfolios
We've structured our services around the specific needs of real estate investors and property managers. Each offering addresses particular aspects of property financial management, and they work together to provide comprehensive support for your portfolio.
Whether you need complete accounting infrastructure, focused tax management, or detailed performance reporting, our services are designed to fit how you manage your investments.
Our Service Offerings
Real Estate Accounting
Comprehensive property-level accounting that handles all aspects of real estate financial management. We track tenant receivables, manage expense categorization, process CAM reconciliations, and produce financial reports tailored to your portfolio structure. Each property receives focused attention while maintaining clear portfolio-wide visibility.
This service provides the complete accounting infrastructure you need to understand property performance, support investor communications, and maintain organized financial records that serve both operational management and strategic planning.
Property Tax & Assessment Tracking
Dedicated monitoring of property tax assessments across your portfolio with careful attention to deadlines, accuracy, and documentation. We track assessment notices, maintain payment schedules, and organize the information needed if you choose to file appeals. Nothing slips through, and you have clear visibility into your property tax obligations.
This focused service removes the burden of tracking multiple tax jurisdictions and deadlines, ensuring timely payments and proper documentation while flagging any assessments that warrant closer review.
Investment Property Performance Reporting
Detailed reports focused on the metrics that matter for investment properties—net operating income, capitalization rates, cash-on-cash returns, and debt service coverage ratios. Reports are formatted for both operational management and investor communications, with market benchmarking included when data is available.
These reports go beyond basic financial statements to provide the analysis and context you need for property investment decisions, portfolio evaluation, and communicating performance to partners or investors.
How Our Services Work Together
While each service stands alone, many clients find value in combining them to create comprehensive financial support for their portfolios.
Complete Portfolio Management
Combining Real Estate Accounting with Performance Reporting provides both the detailed transaction tracking and the analytical insights needed for active portfolio management. You get property-level accuracy plus the metrics and benchmarking that support strategic decisions.
Tax-Focused Support
Pairing Property Tax Tracking with Real Estate Accounting ensures comprehensive coverage of both ongoing financial operations and the specific attention that property taxes require. This combination works well for portfolios where tax management is a significant concern.
Investor Communication Package
For properties with multiple investors or partnership structures, combining all three services provides the complete infrastructure needed—accurate accounting, thorough tax tracking, and investor-ready performance reports that communicate clearly about returns and property performance.
Flexible Combinations
Services can be combined in whatever way fits your needs. Start with one and add others as your portfolio grows or complexity increases. We're happy to discuss which combination makes sense for your situation.
What's Included in Our Services
Consistent Team
You work with the same people who learn your portfolio and preferences. No rotating staff or need to re-explain your operations.
Regular Reporting
Monthly reports delivered on schedule with consistent formatting. You know what to expect and when to expect it.
Available Support
Questions about reports, help understanding trends, or support with documentation—we're available when you need assistance.
Quality Assurance
Every report reviewed for accuracy. Reconciliations verified. Numbers checked against source documents before delivery.
System Integration
We work with your existing property management software and systems, fitting into your workflow rather than disrupting it.
Historical Records
Detailed records maintained over years for trend analysis, tax purposes, and support for future property sales or refinancing.
Who Our Services Serve
Our services work well for property investors and managers at various stages, from those building their first few properties to established portfolios.
Growing Portfolios
Investors adding properties who need systems that scale without requiring complete overhauls as complexity increases.
Partnership Structures
Properties with multiple owners requiring clear performance tracking and investor-ready reporting for all stakeholders.
Active Managers
Property managers needing detailed financial information to support operational decisions and optimize portfolio performance.
Getting Started
Beginning a service relationship is straightforward. We start with a conversation about your portfolio—the properties you manage, how you currently handle accounting, what information you need, and what frustrations you experience with current systems.
This initial discussion helps us understand whether our services fit your needs and allows us to propose which service or combination would serve you well. There's no pressure or obligation—just an honest conversation about your situation and what we might offer.
If we agree to move forward, we set up your accounting structure, integrate with your existing systems, and begin regular service delivery. The setup process typically takes a few weeks, after which you receive consistent monthly support.
Common Questions
Can I start with one service and add others later?
Absolutely. Many clients begin with a single service and expand as their needs evolve or their portfolio grows. Services are designed to work independently or together.
How do you handle portfolios across multiple locations?
Geographic diversity is common in real estate portfolios. We track properties individually regardless of location and organize reports by property, region, or however you prefer to view your holdings.
What information do you need from me?
We need access to property management data, bank statements, and information about transactions. Most clients provide this through integration with their property management software, though we can work with various data formats.
Do you work with my tax advisor?
We collaborate with your tax professionals regularly, providing the information they need and coordinating on timing for year-end work and tax preparation. We see ourselves as part of your professional team.
What if my needs change?
We expect needs to evolve as portfolios grow or circumstances change. Our services are flexible and can be adjusted, expanded, or modified as your situation requires. We're here to support your long-term success.
Ready to Discuss Your Needs?
We'd be glad to talk about your portfolio and explore which services might serve you well. There's no pressure—just a conversation about what you need and how we might help.
Get in Touch