Real Estate Accounting That Maximizes Your Property Returns
Expert financial management for real estate investors and property managers. Track multiple properties, optimize tax deductions, and deliver clear reports to investors.
Challenges We Solve
Tracking income and expenses across multiple properties and units
Our Solution: Property-level and unit-level financial tracking with automated rent roll integration and expense allocation
Impact: Know the true profitability of each property and unit in real-time
Maximizing depreciation deductions and navigating complex real estate tax rules
Our Solution: Cost segregation analysis, proper asset categorization, bonus depreciation strategies, and passive loss optimization
Impact: Save tens of thousands in taxes while maintaining audit-ready documentation
Providing transparent financial reports to investors and partners
Our Solution: Automated capital account tracking, K-1 preparation support, and professional investor dashboards
Impact: Build trust with investors through clear, timely financial reporting
Navigating strict 1031 exchange timelines and documentation requirements
Our Solution: Dedicated support for like-kind exchanges including timeline tracking, proper accounting treatment, and basis calculations
Impact: Successfully complete tax-deferred exchanges without costly mistakes ---
How We Help Real Estate Accounting Businesses
Multi-Property Tracking
Track income, expenses, and performance for each property and unit
- ✓Property-level P&L statements
- ✓Unit-by-unit rent roll tracking
- ✓Automated late fee calculation
- ✓Vacancy and turnover analysis
Depreciation Management
Maximize tax savings through proper depreciation strategies
- ✓Cost segregation study coordination
- ✓Bonus depreciation optimization
- ✓Asset tracking and disposal records
- ✓Depreciation recapture planning
Investor & Partner Reporting
Professional reports for investors, lenders, and partners
- ✓Capital account tracking
- ✓Distribution waterfall calculations
- ✓K-1 preparation support
- ✓Custom investor portal access
Real Estate Tax Strategy
Optimize your tax position with real estate-specific strategies
- ✓Passive activity loss tracking
- ✓Material participation documentation
- ✓Real estate professional status support
- ✓Opportunity zone guidance
How We Helped Summit Property Group
Multifamily Real Estate Investment
The Challenge
Growing real estate investment firm with 15 multifamily properties (127 total units) struggling with accurate property-level profitability tracking and investor reporting. Previous bookkeeper didn't understand cost segregation or passive loss rules, resulting in overpaid taxes.
Our Solution
Implemented property management software integration, performed cost segregation studies on all properties, established proper entity structure, and created automated investor reporting dashboards.
Results Achieved
How It Works
Property Portfolio Setup
We integrate with your property management software and establish proper chart of accounts for real estate tracking.
Monthly Reconciliation
All rental income, expenses, and capital improvements are recorded and categorized by property and unit.
Tax Optimization Review
Quarterly tax planning sessions to maximize depreciation, identify improvement opportunities, and plan for dispositions.
Investor Reporting
Monthly or quarterly investor reports with property performance, distributions, and capital account balances. ---
Frequently Asked Questions
Do you work with property management software?
Yes. We integrate with all major property management platforms including AppFolio, Buildium, Propertyware, Rent Manager, and Yardi. This automates rent roll tracking, late fees, and tenant-related transactions.
Can you help with cost segregation studies?
Absolutely. We coordinate with cost segregation specialists to identify opportunities, implement the studies in your books, and track the accelerated depreciation. This typically saves real estate investors 20-40% in first-year taxes.
How do you handle 1031 exchanges?
We provide dedicated support for 1031 exchanges including timeline tracking (45-day identification, 180-day closing), coordination with qualified intermediaries, proper accounting for boot, and basis calculations for replacement properties.
What about multiple entity structures?
We specialize in complex real estate structures including multiple LLCs, partnerships, and holding companies. We'll maintain separate books for each entity while providing consolidated reporting across your entire portfolio.
Can you support real estate syndications?
Yes. We provide full syndication accounting including capital account tracking for all investors, distribution waterfall calculations, K-1 preparation support, and professional investor reporting that meets institutional standards. ---
Related Services
Bookkeeping Services
Expert bookkeeping services to keep your financial records organized, accurate, and up-to-date.
Tax Preparation & Filing Services
Maximize deductions and minimize taxes with professional tax preparation services. CPA-prepared returns with expert optimization. From $500 for simple returns.
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Ready to Transform Your Real Estate Accounting?
Schedule a free consultation to see how our specialized accounting services can help your business thrive.