P3 Real Estate Accounting
For Property Owners and Investors
Starting at $400 per month
Real estate accounting is not the same as service-based business accounting. Multiple properties, separate entities, uneven cash flow timing, and tax outcomes tied directly to structure all add layers of complexity that generic bookkeeping does not handle well.
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This service is built for property owners and investors who want clear visibility across their portfolio and confidence that their numbers reflect how the business actually performs, not just what shows up at tax time.
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When real estate accounting is handled correctly, financials stop being reactive and start supporting smarter decisions around growth, financing, and long-term planning.
Who This Service Is Built For​
This level of support is a strong fit for:
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Real estate investors with one or multiple rental properties
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Owners managing properties across multiple entities
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Investors planning to scale their portfolio
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Property owners who need clean, reliable reporting for tax preparation
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Clients who want structure and visibility without managing the books themselves
Clients at this level value accuracy, organization, and a clear understanding of how each property contributes to the overall portfolio.
What Real Estate Accounting Looks Like in Practice
Real estate accounting needs to reflect how properties actually perform, not just totals on a report. The focus here is clear property-level tracking and reporting that supports planning and tax strategy.
Your accounting is structured to reflect how real estate businesses actually operate. Each property is tracked clearly, so income, expenses, and performance can be evaluated without confusion.
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This allows you to see what is working, what is underperforming, and where adjustments make sense before small issues turn into expensive ones.
Clear Property-Level Visibility
Real estate tax outcomes depend heavily on structure. Entity setup, ownership, and how income and expenses are tracked all matter.
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With current, well-organized financials, tax planning becomes intentional instead of reactive. Decisions can be timed properly, and tax preparation becomes smoother because the books are already aligned.
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Tax return preparation is quoted separately, but tax strategy is part of the working relationship.
Financials That Support Tax Planning
Many real estate investors operate across multiple bank accounts, credit cards, and entities. This service keeps everything coordinated so transfers, expenses, and income are tracked correctly and consistently.
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Personal and business activity stays separate, reporting remains clean, and year-end preparation becomes significantly easier.
Coordination Across Accounts and Entities
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What Support May Include
Support is tailored to portfolio size, entity structure, and reporting needs. As properties or entities increase, accounting scales to maintain clarity and control.
Depending on your portfolio size and structure, support at this level may include:
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Monthly accounting and reconciliations
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Property-level financial reporting is required for tax preparation
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Tax planning aligned with entity structure
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Coordination across multiple bank accounts and properties
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Ongoing oversight as portfolios grow
Pricing adjusts as the number of properties, entities, and reporting needs increase. Services are intentionally scoped based on complexity, not a one-size-fits-all template.
How Getting Started Works
The first step is understanding how your properties and entities are currently tracked. From there, accounting is structured to create reliable reporting you can build on as your portfolio grows.
Step 1:
Discovery Call
We talk through your properties, entities, and goals to determine whether real estate accounting support is a good fit for your situation.
Step 2:
Establish Clean Financials
If cleanup is needed, it is handled first. Disorganized books are common in real estate and nothing to be embarrassed about. Accuracy comes before optimization.
Step 3:
Ongoing Portfolio Support
Once financials are reliable, monthly accounting begins. From there, reporting stays consistent, and your portfolio remains visible and manageable.
Why This Approach Matters
Spreadsheets and basic bookkeeping often work until they do not. As portfolios grow, small inconsistencies turn into major problems, especially when tax season arrives or financing is on the table.
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This service exists to prevent that cycle.
With structured real estate accounting, you gain:
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Clear insight into property performance
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Confidence in your numbers
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Cleaner tax preparation
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Better decision-making around growth and investment
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Less stress as complexity increases
The goal is not just compliance. It is control.
When Portfolio Decisions Matter
Accounting That Keeps Pace With Growth
If you own property, plan to scale, or want confidence in how your real estate business is performing, this service is designed for you.
Let’s talk through your portfolio and see whether real estate accounting support is the right next step.
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Book a Discovery Call
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