Real estate moves fast — and the financial side is anything but simple.

Between complex transactions, shifting tax laws, tight margins, and unpredictable market cycles, real estate professionals need more than basic accounting. You need advisors who understand how deals are structured, how cash actually flows, and how to protect profitability through every phase of the market.

That’s where we come in.

How We Help You Stay Competitive

Whether you’re a residential builder, commercial developer, property manager, or investor, we take a customized, industry-specific approach to your financial strategy.

Our goal is to help you:

• Improve profitability

• Manage cash flow more effectively

• Increase operational efficiency

• Make informed decisions with confidence

Real estate tax law is complex, but our deep knowledge of current regulations allows us to design strategic tax planning solutions that minimize liability while staying fully compliant.

We also assist with evaluating property acquisitions and dispositions and help you understand the financial and tax implications of different financing structures — before decisions are finalized.

What We Do for You

We provide business consulting and outsourced CFO-level support designed specifically for real estate operations, including:

• Cash flow and budgeting analysis

• Bookkeeping and payroll services

• Sales and use tax compliance, exemptions, and credits

• Tax compliance and proactive tax planning

• Financial statement preparation, reviews, and audits

Specialized Real Estate Accounting Services

In addition to core consulting and CFO services, we offer specialized support for complex real estate matters, including:

• Real estate dispositions and acquisitions

• Section 1031 exchange assistance

• Due diligence for proposed transactions

• Lease audits

• Real estate investment trust (REIT) consulting

• Bank financing support

• Tax credits (energy, solar, enterprise zones, low-income and affordable housing)

• Business and real estate valuations

• Internal control audits

• Succession planning

• Litigation support and fraud investigations

• Capital acquisition and disposition planning

Who We Serve

We work with a wide range of real estate professionals, including:

• Private equity real estate funds

• REITs (Real Estate Investment Trusts)

• Hotel operators

• Residential, commercial, and retail developers

• Building owners

• Property managers

• Real estate agents and brokers

• Property investors

• Commercial and residential builders

We Handle the Numbers. You Focus on Growth.

Our specialized knowledge of the real estate industry has helped clients navigate complexity, protect profits, and grow with confidence — and we’re ready to do the same for you.

If you’d like to learn more about our real estate accounting services, contact us today or complete the form below. Getting started is simple.