Real Estate Investor Accounting Services We Provide

What is your experience in providing accounting and bookkeeping services specifically for real estate investors?

We’ve provided accounting and bookkeeping services specifically for real estate investors for 14 years now. Our team is well-versed in offering support across every facet of real estate investing and the many complex details that come with it.

At the same time, our expertise doesn’t mean we’re old-fashioned or resting on our laurels. We strive every day to further hone our processes and raise the bar on what it means to be your CPA.

Plus, you’ll always be able to get information right when you want or need it… without fighting clunky software or battling your reporting systems. Our highest commitment is supporting you in achieving your goals through real estate investment.

What software or tools do you use for real estate accounting and bookkeeping, and how do they facilitate efficient record-keeping?

The software and tools we use for real estate accounting and bookkeeping include:

A few examples would be:

• Xero, a very intuitively designed cloud accounting platform ideal for all bookkeeping and accounting services
• Ramp, accounting software designed for real estate investors so you can pay vendors, track rent, and a wide range of other tools
• Gusto, one of the absolute best platforms for any kind of payroll or hiring needed for your properties
• BnbTally, which connects with your Airbnb and/or VRBO account(s), provides a seamless connection to Xero and Quickbooks by importing key reservation data (i.e. accommodation fare, cleaning fee, AirBNB service fees and resolution adjustment)
• And more, depending on your specific investments and structure—but no matter what, everything will integrate seamlessly

What specialized knowledge do you have about the unique accounting needs and challenges of the real estate investment industry?

Because our 14 years of experience span so many aspects of the real estate investment industry, we have all the specialized knowledge needed to help you make well-informed decisions. You see, CPAs are your advocates when it comes to fiscal safety and growth.

We’re also tax experts, which means we can give you custom-tailored advice on everything from your tax liability as a real estate investor to optimizing your investments.

But that’s just the beginning. Take a quick look at our reviews and you’ll see that we deliver on our big promises. We work every day to stay not just up to date on current laws, but also to identify every possible need and challenge that may be on the horizon with your specific investments.

When you choose us for your real estate investor accounting services, we’ll help you with tax implications like whether your gross rental income is exempted from your net investment income (Regs. Sec. 1.1411-4(g)(7)) and anything else that may affect you.

Are you familiar with tax strategies that can benefit real estate investors, and how do you incorporate these strategies into your services?

Yes, we pride ourselves on our in-depth knowledge regarding tax strategies that benefit real estate investors. We incorporate these strategies by always getting familiar with your current real estate investments, needs, challenges, and goals.

Then, we select the best strategies to get you where you want to be.

There are a wealth of deductions available to you, such as reasonable advertising expenses, property maintenance fees, and even expenses related to searching for new properties to purchase (so long as you meet a few requirements).

And because we stay well-versed in the tax implications you face while buying or selling real estate, we’re able to incorporate these strategies into every single aspect of our services. Whether we’re advising, prepping your taxes, or forecasting, we’ll always lay out your best path forward.

Odds are you became a real estate investor because you wanted to get away from the daily slog of reports, analysis, and everything else that always seems to crop up.

Let us help you work smarter, not harder.

Get started by booking a discovery call with us. After we’re familiar with your specific goals and needs, we’ll explain—in detail—exactly how our accounting services for real estate investors can benefit you.