The Challenge

The firm’s high-net-worth clients owned 40+ rental properties:

• Complex Entity Structures: Each property had its own LLC and reporting needs.
• Inaccurate P&Ls: Income and expenses weren’t properly allocated.
• Slow Reporting: Investors lacked visibility into cash flow and ROI.

Our Solution

We built a real estate-focused accounting layer:

Property-Level Accounting

• Managed books per LLC, synced with property management software.
• Created individual and consolidated P&Ls.

Investor-Ready Reports

• Designed monthly investor dashboards with rent rolls, repairs, and ROI.
• Delivered quarterly reports in CPA-branded templates.

The Results

After just six months of working with us, the business experienced tangible improvements:

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Key Takeaways

• CPA firms serving real estate investors need per-entity precision.
• Investor reports boost transparency and trust.
• Proper cost allocation improves tax efficiency and ROI tracking.

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