The Challenge
The CPA firm struggled with:
- Entity Overload: Clients had 10–30 LLCs with different property assets.
- Investor Distribution Confusion: No clean reporting for passive investors.
- 1031 Exchange Tracking: Deadlines and property swaps were often missed.
Our Solution
We delivered real estate investor–focused accounting:
Property-Level Bookkeeping
- Created books by entity and location, syncing with AppFolio and Buildium.
- Tracked P&L, capex, and depreciation per property.
Syndicate Investor Support
- Delivered K-1 packages, dashboards, and cap tables.
- Managed 1031 exchange timelines, boot tracking, and closing entries.
The Results
After just six months of working with us, the business experienced tangible improvements:
Key Takeaways
- Real estate investors need property-specific accounting.
- CPA firms gain trust with K-1-ready financials and 1031 exchange compliance.
- Partnering with outsourced teams unlocks growth for REIT advisors.
Client Testimonial
We can now confidently advise real estate investors—and our reporting is praised by syndicates.
Managing Partner, Real Estate CPA Firm
NYC
Real Estate Accounting for Investors & Syndicates
Property cleanups. Cap table clarity. K-1s delivered.
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