This is when managing your finances on a spreadsheet begins to become too tedious and inefficient. These additional services can be customized based on your specific needs and can be included in your overall package. CFO services are generally more forward-looking, while Controller services focus on analyzing past performance. Our CFO tier allows for more meetings and flexibility, providing up to six 30-minute meetings per month that can be grouped or spread out as needed.

• For our Controller package, your financials will be ready by the 20th of the following month we are reconciling.
• Expanded industry specialization, geographic reach and private equity investment position the firm for long-term growth and innovation.
• If you’ve been searching for a“real estate tax advisor near me”, your search ends here.
• QuickBooks Online (QBO) provides all the necessary functions for real estate accounting and is currently our accounting software of choice.
• PwC UK and Starling Bank are revolutionising the banking industry by offering Starling’s digital platform, Engine, to banks around the world.
• These calls allow you to ask questions, address concerns, and gain valuable insights into your financial situation.

The AppFolio Performance Platform

In 2026, fully remote client relationships are standard, though in-person meetings remain available for local clients. Expect $275–$550+ for individual returns, $1,200–$5,000+ for business tax prep, and custom quotes for ongoing consulting. Monthly bookkeeping packages range from $300 to $1,500 depending on transaction volume.

Relationship Manager

Our experienced team provides personalized, accurate preparation with a proactive approach to planning. We help you position your purchases, sales, improvements, and rentals for stronger after-tax results. QuickBooks Online (QBO) provides all the necessary functions for real estate accounting and is the accounting software we use today. QuickBooks Online (QBO) provides all the necessary functions for real estate accounting and is currently our accounting software of choice. When you work with an outsourced accounting firm, you typically hand over some (or all) of the daily running of your accounting function to a CPA firm.

• For strategic tax planning on real estate holdings, a specialized CPA is essential.
• If you need help with bill pay, we can set up your system and provide training, and ongoing assistance to your team, ensuring that your bills are paid accurately and on time.
• Uncle Kam is a nationwide network that connects people to tax savings experts you can trust.
• By providing actionable financial data, we empower you to make strategic decisions and maximize your real estate portfolio’s performance.
• Once we agree to move forward, you’ll be introduced to your account manager.

Procurement Business Analyst

At Polk CPA Firm, PLLC, we have a special talent for real estate accounting and tax compliance. Our exceptional guidance and support will fortify your business with measurable results you’ll see in your bottom line. We specialize in real accounting, tax reduction planning, and business advisory for all types of real estate industry professionals including developers, property managers, architects, and engineers. Our real estate bookkeeping and accounting advisory services are designed to help you maintain accurate records, streamline your processes, and make informed decisions about your portfolio.

Save Time and Find Growth Opportunities

These items are due to us through upload to our secure folder by https://www.austindailyherald.com/sponsored-content/why-real-estate-bookkeeping-is-critical-for-your-business-9247e950 the 8th of the month. We listen, we learn and we lead, implementing industry-leading practices and techniques to exceed client expectations. Cash flow predictions fail when tenants pay late or when property remains vacant for months. Asset-related costs require separate tracking to assess profitability correctly. Whether you’re just starting out or are an experienced professional, your future starts here. Last year, we estimated there was US$7 trillion to be won through reinvention.

These reports include information such as KPI tracking, cash flow analysis, profit and loss statements by property, and balance sheets. For real estate investors, bookkeeping isn’t just a basic business function—it’s essential. Managing multiple properties often means dealing with a high volume of transactions across different bank accounts, LLCs, and financing structures. Each property has its own income, expenses, loans, and tax considerations, all of which need to be accurately tracked. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients.

Accounts Payable Automation for Finance Teams

So, using the same example, if we are reconciling your accounts for the month of January, your financials will be ready by February 15th. For our Controller package, your financials will be ready by the 20th of the following month we are reconciling. This means that if we are reconciling your accounts for January, your financials will be ready by February 20th. We will support your entity through growth cycles and provide relevant and insightful financial information as needed throughout your journey. Exclusive to our CFO tier, our interactive dashboards allow you to view the entity and property financial data with a more customized view. With our controller tier, we will pull in relevant data that we feel will provide insights into performance.

We’ll also work with you to calculate the payment of quarterly distributions. At your request, we can also attend meetings and present the information at one of our scheduled times. With Controller, you will receive up to either one 1-hour meeting or two 30-minute meetings per month. Then we’ll be able real estate bookkeeping to provide you with a list of items that require clarification or additional documentation.