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Accounting Services

Real estate accounting,
handled from books to tax.

US-based real estate accountants and CPAs handle your bookkeeping and tax inside the same platform you use to manage deals, entities, and investors.

Schedule a demo Learn more

September close

48 properties

Fund I · 18 propertiesEvery bank account reconciled

Closed

Syndication B · 12 propertiesRent, bills, and distributions tied out

Closed

Riverside SPV · 9 propertiesTax documents collected

Closed

CPA

Oak Street Portfolio · 9 propertiesReviewed by your CPA advisor

Closed

48 of 48 properties reconciled

Closed by your accounting team

$279MM AUM

$350MM AUM

$230MM AUM

$400MM AUM

$250MM AUM

$831MM AUM

$370MM AUM

$450MM AUM

$1.4B AUM

$311MM AUM

$550MM AUM

$700MM AUM

$279MM AUM

$350MM AUM

$230MM AUM

$400MM AUM

$250MM AUM

$831MM AUM

$370MM AUM

$450MM AUM

$1.4B AUM

$311MM AUM

$550MM AUM

$700MM AUM

Everything your real estate accounting requires

Choose the services you need today, with the flexibility to expand as your portfolio grows.

Bookkeeping

Keep your books accurate, reconciled, and ready for reporting throughout the year.

US-based accountants closing your books
Transaction categorization
Bank and credit-card reconciliation
Monthly or quarterly closes
General ledger maintenance
Financial reporting on your cadence

Tax

Work with real estate tax professionals who understand your entities, investments, and filing requirements.

Vertically integrated with bookkeeping
Partnership and entity filings
K-1 preparation
Tax-document collection
Deadline coordination

Bookkeeping + Tax

Bring your ongoing books and annual filings together under one accounting team.

Consistent records throughout the year
Fewer handoffs between providers
Books maintained with tax preparation in mind
Connected financial reports, returns, and K‑1s

US-based accounting professionals
Built for real estate
Connected to Cash Flow Portal

A clear accounting process, all year long.

Your team works in the same double-entry software you log into, so you always have your own books, never a black box.

Close on your cadenceEvery account reconciled, monthly or quarterly
Work with the same teamDirect access to your accountants, quarter after quarter
Review your financialsP&L, balance sheet and general ledger reports
Tax, done for youReturns prepared off your books, K-1s shared in the portal

Monthly closeFund I

AugClosed

SepClosed

OctReconciling

NovUpcoming

Operating account$182,400.00 · reconciled
Rental income$54,200.00
Open reconciling items0

Our accounting team works in the same double-entry accounting software you have access to, so you always have full visibility into your own numbers.

Your accounting team

Senior AccountantYour dedicated accounting contact

US-based

Owns your books, reconciliations & close

Tax ManagerYour tax coordination contact

US-based

Coordinates returns, K-1s & filing deadlines

CPA

CPA AdvisorYour technical accounting resource

US-based

Advises on entity and reporting questions

100% US-based, no outsourcing

Real estate accountants who know your deals, not a rotating offshore queue

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.

Every structure, covered

Whether you manage a single property or a portfolio of funds and syndications, your accounting team can maintain the books across the structures that make up your business.

Fund

Syndication

One connected
ledger

SPV

Property

Already have books somewhere else? We’ll help you move forward.

Our accounting team can review, clean up, and take over your existing books — including property-management books maintained in another system — before moving them into your connected CFP accounting workflow.

01
Review
We assess your current books, entities, and reporting needs.
02
Clean up and transition
Outstanding items are reconciled before your accounting moves into CFP.
03
Operate continuously
Your dedicated team maintains the books and prepares your reporting and tax filings.

Our books and LP capital balances tied out to the penny. I really appreciated the team's attention to detail and how willing they were to work through adjustments with us.