Financial Clarify for Every Deal, Every Project, Every Commission
Specialized Accounting Services for REI
In real estate, every dollar is in motion. Whether you’re managing a multi-million dollar development, calculating the ROI on a fast flip, structuring a wholesale deal, or navigating commission-based income, your financial world is defined by transactions, projects, and tight margins.
Standard accounting practices often fail to capture this complexity, leaving you with unclear numbers and missed opportunities. We provide specialized, industry-focused accounting that moves at the speed of your business, transforming financial data from a liability into your most powerful strategic asset.
What we do
We go beyond basic bookkeeping to provide a complete financial management system designed for the unique demands of real estate professionals. Our services are built to give you real-time visibility into your financial health, minimize your tax burden through proactive planning, and provide the strategic guidance you need to scale your operations confidently. Our approach prevents financial disorganization by establishing a robust financial foundation from the start.
Achieve Total Clarity on Every Transaction
We implement a robust, industry specific accounting framework to track every dollar associated with your individual projects. For flippers and wholesalers, this means meticulous tracking on acquisition, rehab, holding, and selling costs to reveal the true profit on every deal. For developers, we provide detailed job costing to monitor budgets against actuals in real time, a critical function for managing large-scale projects. For agents, we track commission income and allocated expenses per listing, so yo know which activities generate the highest return. Our clear, concise financial reports (including property-specific P&L statements) give you the data you need to make smarter decisions.
Minimize Your Tax Burden, Maximize Your Take-Home Profit
The real estate industry is filled with complex tax rules and powerful savings opportunities that most generic accountants miss. Our specialists live and breathe real estate tax law. We help flippers and developers navigate the critical distinction between ordinary income and capital gains to optimize tax outcomes. We work with agents and wholesalers to uncover and maximize every possible deduction—from vehicle mileage and marketing costs to home office expenses and professional fees. We provide year-round strategic planning, manage quarterly estimated payments to avoid penalties, and ensure your books are audit-proof, giving you peace of mind and more money in your pocket.
Your Partner in Sustainable Growth
As your business grows, your financial questions become more complex. Our outsourced Chief Financial Officer (CFO) and controller services provide the high-level guidance you need without the cost of a full-time executive. We analyze the financial feasibility of new development projects, providing robust reporting for lenders and investors. A critical advisory function is helping you structure your business (LLC vs. S-Corp) for optimal liability protection and tax savings. From securing financing and managing investor relations to planning your long-term wealth strategy, we provide the insights to help you build a more profitable and resilient business.
Feature
From Spreadsheet Chaos to Scalable Profit: A Flipper’s Story
Meet Sara, a talented house flipper with 10 properties under her belt. While she was an expert at finding undervalued homes and managing renovations, her finances were a different story. She ran her entire business from a series of complex spreadsheets and her personal bank accounts, a common but risky mistake. She commingled funds, making it impossible to distinguish business expenses from personal ones, and she frequently miscategorized major rehab costs. As a result, she had no real-time view of her cash flow or the true profitability of each project. At tax time, she was scrambling for receipts, missing major deductions for holding costs like insurance and property taxes, and constantly worried that a single miscalculation could turn a promising flip into a net loss. She was flying blind, and this financial uncertainty was the single biggest factor limiting his ability to grow her business.
After partnering with us, we transformed Sara’s financial operations. The first step was to establish a clean, professional accounting system, creating a dedicated business bank account to eliminate the commingling of funds. We then implemented a project-based accounting structure, treating each flip as a distinct “job” or “class”. This allowed us to meticulously categorize and allocate every single expense to the correct property. Every renovation invoice, material receipt, and holding cost was assigned to its specific project. Sara now has a real-time dashboard showing the exact budget-to-actual spending on each project and a precise, forward-looking ROI projection, giving her the clarity she had been missing. With financial clarity and confidence, Sara is now on track to double her deal volume, a direct result of having a scalable financial foundation.
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Granular Job Costing for Maximum Profitability
We provide detailed job costing by tracking and assigning all direct, indirect, and overhead costs to each specific real estate project. This granular financial data provides a true understanding of your profitability and allows you to create more accurate estimates for future work.
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Strategic Entity Structuring (LLC vs. S-Corp)
Your business structure dramatically affects your personal liability and tax obligations, so we provide a tailored analysis to help you choose the optimal entity. We determine if an LLC provides the best asset protection for your situation or if an S-Corp election could unlock substantial savings on self-employment taxes.
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Tech-Forward Accounting & Seamless Integrations
We leverage a modern, cloud-based technology stack, including QuickBooks Online, to streamline your financial operations and eliminate manual data entry. This tech-forward approach ensures your financial data is always accurate and accessible, freeing you to focus on finding deals and managing your projects.
Proof
Some key information & metrics
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$20,000+
Tax savings for one of our clients
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1000+
Acres of real estate managed
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350+
Flips and wholesales managed
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$40,000
Loan payment recovered for one of our clients
Simplified Financial Solutions
Clarity and Growth, Made Simple
We believe expert financial management should be straightforward and accessible. Below, you’ll find our service packages, each crafted to deliver exceptional value and clarity for your business. Begin with our Basic
Basic
Perfect for: Solo real estate investors or small teams needing monthly books and proactive support.
What You Get (Total Value: $2,497/month)
- Monthly bookkeeping + reconciliations ($1,000/month value)
- Monthly financial reports ($400/month value)
- 2 email check-ins per month for questions & support ($300/month value)
- Year-end prop for tax filing ($200/month value)
- Slack access for support during business hours ($200/month value)
Bonus:
- Multi-entity discount
Essential
Perfect for: Active investors managing multiple properties, flips, and/or short-term rentals.
What You Get (Total Value: $4,897/month)
- Everything in Basic Package ($997/month)
- Up to 500 transactions tracked per month ($500/month value)
- Weekly bookkeeping + reconciliations ($1,000/month value)
- Accounts Payable or Payroll processing ($750/month value)
- Bi-weekly 1 hour strategy call ($500/month value)
- Document prep & tracking for loans/refi’s ($200/month value)
- Priority response time on Slack ($200/month value)
Bonus:
- Quarterly “Financial Efficiency Checkup” to find tax savings ($750 value)
Professional
Perfect for: High-volume flippers, developers, or multi-entity operators ready to scale.
What You Get (Total Value: $9,097/month)
- Everything in Essential Package
- Unlimited transactions and projects tracked per month ($1,000/month value)
- Accounts Payable and Payroll Processing ($1,500/month value)
- Weekly hourly strategy calls ($1,000/month value)
- Custom real estate or business tax strategy coordination with CPA ($500/month value)
- Dedicated Virtual Accountant support for your business ($750/month value)
- Onboarding & system setup for your internal team ($350/month value)
- Quarterly ROI review & financial growth planning ($1,000/month value.
Bonus:
- Free Virtual Accountant onboarding and SOP training ($1,000 value)
Frequently Asked Questions
For Flippers/Wholesalers: My project costs are all over the place. How can you help me understand the true profitability of each deal?
This is a very common challenge. Without a structured accounting system, it’s nearly impossible to know your true profit on a per-deal basis. We solve this by implementing project-based accounting. Each flip or wholesale deal is treated as a separate “job.” We meticulously track all associated costs—acquisition, renovations, holding costs (like utilities and insurance), and selling expenses—and assign them to the specific property. A critical step is correctly categorizing flip properties as “inventory” on your balance sheet until they are sold, which ensures your financial statements are accurate. By recording every line item from the settlement statement, we provide you with a clear and precise Profit & Loss (P&L) report for every single transaction.
For Agents: My income is commission-based and unpredictable. How do you help manage cash flow?
Managing inconsistent, commission-based income is a primary source of financial stress for many agents. Our approach focuses on creating stability. First, we help you establish a clear budget by analyzing your historical income and expense data to find a reliable monthly average. Second, we work with you to implement a disciplined cash management system. This involves setting up separate bank accounts to automatically allocate a percentage of every commission check toward different goals, such as operating expenses, owner’s pay, and profit. This proactive system provides financial clarity and control, even when your income stream fluctuates.
What is the best business structure for me—an LLC or an S-Corp?
The right structure depends on your specific goals regarding liability, operational complexity, and long-term growth. An LLC (Limited Liability Company) is a legal business structure that is often favored for holding real estate because it provides a crucial layer of liability protection, shielding your personal assets from business debts and lawsuits, all while offering operational simplicity. An S-Corp (S-Corporation) is a tax classification, not a legal entity itself; an LLC can elect to be taxed as an S-Corp. S-Corps have stricter operational requirements, such as needing a board of directors, holding formal meetings, and limiting ownership to 100 shareholders who must be U.S. citizens or residents. We can help you understand the accounting and record-keeping requirements for each structure so you can make an informed decision in consultation with your legal and tax advisors.
How do you handle project-specific accounting to show me the profitability of each individual deal or development?
This is a core part of our service. We structure your Chart of Accounts and utilize “class tracking” or “project tracking” features within accounting software like QuickBooks Online to tag every income and expense item to a specific property or project. For a house flipper, this means every cost is assigned to the “123 Main Street” project. For a developer, this is a full job costing system tracking budgets versus actuals. The result is a precise Profit & Loss statement for any individual project at any time, giving you the real-time data you need.
What are the most common bookkeeping mistakes real estate professionals make?
Commingling Funds: Mixing personal and business finances in the same bank account is a frequent error. This makes it extremely difficult to track business performance accurately and creates significant cleanup work.
Improperly Categorizing Transactions: Misclassifying expenses, such as recording a capital improvement (like a new roof) as a simple repair, can distort your financial statements and give you an incorrect view of your assets and profitability.
Inadequate Record-Keeping: Failing to keep detailed receipts, invoices, and settlement statements makes it impossible to produce accurate financial reports for lenders, partners, or for your own strategic planning.