Real estate
Real estate accounting and CFO services for property owners
For landlords and investors with 5+ units or $1M+ portfolios: bookkeeping, tax-ready reporting and strategic finance, done for you.
Reviewed by Calvin Wu, CPA (inactive) · Updated October 2026
In short
Property-level books, rent rolls and portfolio dashboards for investors with 5+ units or $1M+ portfolios.
Who it’s forLandlords and investors, 5+ units or $1M+
ReportingBy property and portfolio
Key metricsNOI, cash-on-cash, occupancy
TeamCPA with $1B+ in real estate transactions
Sound familiar?
Managing real estate is hard enough
Your books, cash flow and compliance shouldn’t add to the stress.
- Weekends spent catching up on bookkeeping
- Tax season surprises
- No clear view of profitability by property
- Uncertainty about cash for the next acquisition
What we do
Our services for real estate companies
01
Bookkeeping and monthly reporting
Rental income, expenses and net cash flow by property.
02
Budgeting and forecasting
See what you can invest, refinance or distribute.
03
Tenant payment tracking
Rent roll reporting and late payment alerts.
04
Tax-ready books
Organized, reconciled and ready for your CPA.
05
Acquisition and disposition analysis
Run the numbers before you buy or sell.
06
Portfolio dashboards
Occupancy, ROI and cash-on-cash return in one view.
The metrics we track
Reporting built around your business model
Every monthly package includes reporting on the numbers that actually drive value in your industry.
Net operating incomeCash-on-cash returnOccupancyDSCRCap rateRent collectionsCapEx reserveDistributions
Real estate expertise
Institutional experience, owner-level service
Our team includes Stephen Choi, a CPA with a private equity and institutional investment background who has completed over $1 billion in real estate transactions and deployed over $500 million in investor equity.
- Big 4 (KPMG) accounting foundation
- CPA and MBA (UC Berkeley Haas) on the team
- Experience from individual landlords to $50M+ portfolios
How it works
From first call to monthly clarity in three steps
Book your free call
We discuss your model, revenue streams and current challenges.
Onboarding and clean-up
We organize your books, set up reporting and integrate your tools.
Monthly finance partnership
Accurate numbers, strategic advice and peace of mind, month after month.
FAQ
Real estate finance questions
What reports should a real estate investor get each month?
At minimum, an income statement and cash flow by property, a rent roll with collections status, and a portfolio summary showing NOI, occupancy and cash-on-cash return.
Do you work with property management software?
Yes. We reconcile data from property management platforms into QuickBooks or Xero so your books match your rent roll.
Can you analyze a property before I buy it?
Yes. Acquisition analysis models purchase price, financing, operating assumptions and returns so you can decide with real numbers.
Next step
Finance support built for real estate
Book a free 30-minute consultation. We’ll review your current setup and recommend the right package.
