REAL ESTATE ACCOUNTING & ADVISORY

Books built for how real estate investors actually operate.

Multi-entity portfolios, transfers between property LLCs, and the contractor relationships that keep a flip or a rental moving — bookkeeping and advisory from someone who's underwritten the deals, not just recorded them after the fact.

What's included

The work that starts once a portfolio is more than one property, one LLC, or one deal.

Multi-entity portfolio accounting

Books kept clean and separate across every property LLC you own, with intercompany balances that actually reconcile at close.

Intercompany transfer & distribution cleanup

Shareholder loans, "my business pays my mortgage" situations, and cross-entity transfers, structured so they hold up to a lender or the IRS.

Contractor & property manager classification

Getting your subs, PMs, and on-site help correctly classified before a 1099 becomes a W-2 problem.

Fix & flip vs. buy & hold bookkeeping

Different accounting realities for a flip that closes in six months versus a rental held for ten years — tracked the way each actually needs.

Cash flow forecasting across a portfolio

A forward view across every property and entity, not just one P&L at a time.

QuickBooks infrastructure for multi-property investors

A chart of accounts and class-tracking structure built to scale as you add properties, not rebuilt every time you do.

Who this is for

This is the right fit if most of the following are true

Proof in the portfolio

Before the books, there's the deal itself — see the tool that underwrites it.

Deal Check is our own real estate underwriting tool — built with the same discipline we bring to your books. It runs the purchase price, the waterfall, and the lender comparison in minutes, and it's live proof this isn't advisory from the sidelines.

Quick Check — $29
Full Analysis — $79
Market Intel — $149
Institutional — $299
Open Deal Check →
Pricing

Scoped to the size of your portfolio and how many entities sit inside it.

Foundation

$1,500–$2,000 / month

Full-cycle bookkeeping for a single property or a small, single-entity portfolio

Get a quote for your portfolio

Growth

$2,500–$4,000 / month

Comptroller-level advisory for multi-entity portfolios, intercompany transfers, and worker classification

Get a quote for your portfolio

Need a one-time review, cleanup, or Deal Check for a single deal instead of ongoing service? Project-based work is available at $75–$125/hr or a fixed project quote — ask directly.

Not sure if you're already exposed?

Free guides on what trips up real estate investors most.

My flip's books don't show what I actually made — why? (also in Spanish)

The six bookkeeping mistakes that make a fix & flip's numbers lie, and the depreciation trap that catches almost every investor at least once.

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My rental never shows depreciation — is that a problem? (also in Spanish)

Six mistakes that make a buy & hold rental's numbers wrong, and the depreciation recapture surprise that waits until the sale to show up.

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My Business Pays My Mortgage — Is That a Problem? (also in Spanish)

Due-on-sale clauses, disguised distributions, and what happens when a personal mortgage ends up on business books.

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I moved $50K between my two LLCs — did I mess up my taxes? (also in Spanish)

The top 10 ways intercompany transfers go wrong, and the shareholder loan trap that catches nearly everyone.

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Should this new hire be a W-2 or a 1099? (also in Spanish)

Getting contractor and property manager classification right the first time.

Open guide →
Think you're already exposed somewhere in your portfolio?

Tell us what's going on across your properties and entities.

We'll tell you honestly what needs attention first — before a lender, a buyer, or the IRS finds it instead.

Email me directly 401-617-7926 Connect on LinkedIn