REAL ESTATE INVESTORS
Spreadsheets stealing your property-hunting time? We can fix that.
We’ll crunch the numbers while you find the next location, location, location.
Whether you’re managing a handful of residential rentals or expanding your commercial portfolio, keeping track of property-specific expenses, calculating accurate depreciation, and navigating complex tax rules can quickly become overwhelming.
That’s where we come in. Think of us as your behind-the-scenes financial crew—the ones making sure your real estate business is as healthy on paper as it looks on property tours. We speak fluent “tax code” so you don’t have to. We help keep your empire growing so you can land that next perfect place. Finding great properties is your superpower—but every superhero needs a sidekick.
Useful property accounting
No more mystery spreadsheets or shoebox receipts. We’ll set up systems that show you exactly how each property is performing—separating the cash cows from the money pits without you having to become a spreadsheet wizard.
Tax planning & strategy
Navigate the specialized tax considerations of real estate investing, from depreciation strategies to 1031 exchanges and passive activity rules. We’ll navigate the maze of depreciation options, 1031 exchanges, and passive activity rules to keep more money in your pocket—legally.
Entity structures that make sense
Get practical advice on which ownership structures (LLC, partnership, S-Corp) matter for your specific situation, without the unnecessary legal jargon.
Cash flow management
“Where did all the money go?” is the last question you want to ask about your real estate business. Our reporting helps you see what’s coming in, what’s going out, and when you’ll need reserves for those inevitable “surprise” expenses.
What this means for your real estate business
- Know your winners. Finally understand which properties are carrying their weight and which ones are dragging down your returns.
- Get your weekends back. Stop spending Sunday afternoons reconciling accounts and chasing down receipts from six months ago.
- Impress lenders without breaking a sweat. Walk into funding meetings with financials that make bankers nod instead of grimace.
- Buy smart, sell smarter. Use real data to know when to hold onto properties and when to let them go.
- Pay less to the IRS. Keep more rental income through smart, proactive tax planning rather than reactive, last-minute scrambling.