More than bookkeeping.
Real estate accounting becomes complex long before a company is ready for a full in-house finance team. The challenge is not simply recording transactions. It is keeping every entity, property, account and stakeholder aligned.
Multi-entity clarity
Clean books and reconciled balances across LLCs, properties and operating companies.
Property-level insight
Reporting that shows where income is generated, where cash is going and which assets may require attention.
Reliable processes
Clear monthly deadlines, document workflows and review points that reduce last-minute surprises.
Direct involvement
One consistent point of contact who learns the portfolio and remains closely involved in the monthly close.
Choose the support your portfolio needs.
Every engagement is assembled around your business. Services can expand or change as your portfolio and reporting requirements develop.
Core Accounting
- Monthly bookkeeping
- Bank and credit-card reconciliations
- Balance-sheet review
- Month-end close
Property Accounting
- Property-level financial statements
- Rent-roll reconciliation
- Mortgage and escrow accounting
- Security deposit tracking
Portfolio Oversight
- Multi-entity accounting
- Intercompany reconciliation
- Owner contributions and distributions
- Portfolio-level reporting
Payments and Cash Flow
- Vendor and bill tracking
- Upcoming payment schedules
- Cash-flow summaries
- Accounts payable oversight
Projects and Capital
- Construction cost tracking
- Budget-versus-actual reporting
- Capital expenditure schedules
- Sources-and-uses reporting
Stakeholder Reporting
- Owner and investor reports
- Lender and refinancing support
- CPA coordination
- Custom management reporting
A starting point, tailored to you.
Pricing is based on portfolio complexity, transaction volume, reporting requirements and the condition of the existing books.
PROPERTY ESSENTIALS
Starting at $895 per month
- Monthly bookkeeping and close
- Up to six financial accounts
- Property-level financial statements
- Mortgage and escrow accounting
PORTFOLIO MANAGEMENT
Starting at $1,750 per month
- Accounting for up to five entities
- Intercompany reconciliations
- Accounts payable and vendor tracking
- Cash-flow and capital expenditure reporting
FINANCE PARTNER
Starting at $3,000 per month
- Ongoing finance oversight
- Construction reporting
- Cash-flow forecasting
- Lender and investor reporting packages
Onboarding
Onboarding starts at $250 and depends on the number of entities, financial accounts and systems involved.
Additional Support
Expand your financial oversight with specialized services designed for the unique complexities of your portfolio.
Additional Entity
$250–$400
Additional Account
$50–$100
Accounts Payable
$300–$600
Rent-Roll Reconciliation
$200–$500
Construction Reporting
$500–$1,500
Cash-Flow Forecast
$350–$750
Lender Package
$500–$1,500
Annual Budget Prep
$500–$1,500
Historical Clean-Up
$50–$65
Expedited Reporting
20%–30% premium
Personal from the first conversation.
The service is built around how your business actually operates, not around a generic checklist.
01
We learn your entity structure, properties, systems, internal responsibilities and reporting expectations.
02
We review the current books, reconciliations, workflows and historical accounting gaps.
03
We design the scope, monthly close calendar and reporting package around your priorities.
04
We establish secure access, document workflows, deadlines and review responsibilities.
05
We refine the service as properties are acquired, projects change and reporting requirements develop.
A Real Estate Accounting Partner
Mitali Joshi has hands-on experience overseeing accounting across 13 US real estate entities, with exposure to residential property operations, property management and construction-related businesses. Her expertise includes multi-entity bookkeeping, property-level reporting, reconciliations, vendor payments, intercompany activity, construction costs, capital expenditure, cash-flow reporting and coordination with owners, CPAs, lenders and legal teams.
The benefits
- Direct access to the person overseeing your accounts
- One consistent point of contact who learns every entity and property
- Real estate-specific reporting instead of generic bookkeeping
- Proactive review of discrepancies, gaps and unusual transactions
- Flexible support that evolves as your portfolio grows
- Clear coordination with owners, CPAs, lenders and legal teams
Let's talk
Ready to streamline your real estate accounting? Let's discuss how we can support your portfolio.
+91 9619199159
Remote Support & Portfolio Oversight