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Accounting services, built for real estate

Bookkeeping and tax handled for you by a team of US-based real estate accountants and CPAs.

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Chart of accountsAll entities
Fund I — Operating accountBank · connected
$482,900
123 Main St — Rental incomeUnit 4B · rent, Jul 1
+$1,200
Syndication B — Distribution accrualQ3 return of capital
$61,000
456 Oak Ave — Security depositsHeld in trust
$9,600
Reconciled automaticallyUpdated just now
Astor Realty Capital

$279MM AUM

Momentum Multifamily

$350MM AUM

Cohen Rojas Capital Partners

$230MM AUM

McKenna Capital

$400MM AUM

American Vision Group

$250MM AUM

RSN Property Group

$831MM AUM

Vertical Street Ventures

$370MM AUM

Cree Capital

$450MM AUM

Goodegg Investments

$1.4B AUM

Ascent Equity

$311MM AUM

Granite Towers Equity Group

$550MM AUM

Grocapitus

$700MM AUM

Astor Realty Capital

$279MM AUM

Momentum Multifamily

$350MM AUM

Cohen Rojas Capital Partners

$230MM AUM

McKenna Capital

$400MM AUM

American Vision Group

$250MM AUM

RSN Property Group

$831MM AUM

Vertical Street Ventures

$370MM AUM

Cree Capital

$450MM AUM

Goodegg Investments

$1.4B AUM

Ascent Equity

$311MM AUM

Granite Towers Equity Group

$550MM AUM

Grocapitus

$700MM AUM

Just bookkeeping, just tax, or both

Start with whichever your firm needs. Expand as you grow.

Bookkeeping

Get your books reconciled and ready.

  • US-based accountants closing your books
  • Categorization of transactions
  • Financial reporting on your cadence
  • P&L, balance sheet, and general ledger reports

Tax

A dedicated CPA team that files your tax returns on time.

  • Vertically integrated with bookkeeping
  • Return preparation for funds and syndications, including partnerships and lender funds

Monthly or quarterly bookkeeping and reconciliation, handled for you

Our accounting team codes transactions, reconciles every bank account, and closes your books on whichever cadence fits you — monthly or quarterly — so your financials are always accurate and up to date, without you touching a spreadsheet.

Operating account$182,400.00
Rental income$54,200.00
Reconciling items0 open
Closed monthly or quarterly — your choice

Tax, done for you

Property-level and entity-level filings, prepared and delivered by our accounting team. Because tax prep runs off the same books we keep for you all year, nothing has to be re-entered or reconciled twice — and since it's all on one platform, sharing K-1s with your investors is just as easy.

Schedule K-1 · Fund IInvestor — J. Lee
FiledMar 10, 2025
Delivered

Every structure, covered

Funds, syndications, SPVs, joint ventures, individual properties — our accounting team handles the books no matter how your deals are structured. Already have property management books on another system? We'll review and clean them up before bringing everything onto one ledger, so nothing about your accounting history gets left behind.

One ledger, every structure

Funds, syndications, SPVs, and properties

FundSyndicationSPVProperty

100% US-based, no outsourcing

Every bookkeeper and tax preparer working on your books is based in the US — none of your accounting is outsourced overseas. That means direct access to the same team quarter after quarter, clear communication, and accounting held to US standards from day one.

Bookkeeping team100% US-based
Tax preparers100% US-based
Outsourced accounting0%
Every book closed onshore

Your questions answered

Yes. Start with bookkeeping, tax, or both — whichever your firm needs right now — and add the other whenever you're ready.

Take bookkeeping and tax off your plate

Schedule a demo to meet the US-based accountants and CPAs who will run your books.

Schedule a demo