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Real Estate Services

Outsource Your Property Accounting & CFO Services — Stress-Free, Expert, Done for You

For landlords & property investors managing 5+ units or $1M+ portfolios, we handle all your bookkeeping, tax-ready reporting, and strategic finance — so you can focus on growing your investments.

Book Your Free 30-Minute Consultation
  • $100M+ in Property Transactions Managed
  • Big 4 Experience, CPA, Real Estate Focused

Pain Points & Why Outsourcing Works

Why Landlords & Property Investors Choose to Outsource Their Finance Team

Managing real estate is hard enough — chasing rent payments, coordinating maintenance, finding new tenants. Your books, cash flow, and compliance shouldn’t add to the stress.

If you’re…

  • Spending weekends catching up on bookkeeping
  • Worried about tax season surprises
  • Struggling to track portfolio profitability
  • Unsure how to forecast cash flow for new acquisitions

…outsourcing your accounting & finance function is the fastest way to reclaim your time and gain clarity.

Our Specialized Services for Property Owners

Complete Finance Department Without the Overhead

Bookkeeping & Monthly Financial Reporting

Track rental income, expenses, and net cash flow by property.

Budgeting & Forecasting

See exactly what you can invest, refinance, or distribute.

Tenant Payment Tracking

Streamlined rent roll reporting and late payment alerts.

Tax-Ready Books

Organized, reconciled, and ready for your CPA.

Acquisition & Disposition Analysis

Run the numbers before you buy or sell.

Portfolio Performance Dashboards

Real-time metrics for occupancy, ROI, and cash-on-cash return.

Why Work With Us

Big 4 Expertise, Real Estate Focus, MBA, CPA

We combine Big 4 accounting experience with a hands-on understanding of property management. Our clients range from individual landlords with multi-family properties to institutional investors with $50M+ portfolios.

When you work with us, you get:

  • A dedicated fractional CFO & bookkeeping team
  • Clear monthly reporting you can actually understand
  • Strategic advice to maximize returns & minimize taxes

How It Works

From Sign-Up to Stress-Free in 3 Steps

  1. Book Your Free Call: We review your current systems, portfolio, and goals.
  2. Onboarding & Clean-Up: We organize your books, set up reporting, and migrate to cloud-based tools.
  3. Ongoing Monthly Service: You get accurate financials, strategic advice, and peace of mind.
Book Your Free Financial Assessment