Clean Books.
Smart Taxes.
Clear Cash Flow.
Bookkeeping, tax optimization, and cash flow forecasting built for Multifamily Investors with 5-50 Doors and growing. We turn your rental income, property P&Ls, and deal pipeline into clear financial intelligence. Know exactly where your money is going and keep more of what you earn. We focus exclusively on serving Multifamily Investors with 5-50 Doors that are scaling.
What We Do
Accounting Built for
Multifamily Investors with 5-50 Doors
Most bookkeepers and CPAs don't understand property investors. We do — every service is designed around the specific needs of small-to-mid-size multifamily investors.
Real Estate Bookkeeping
Monthly bookkeeping built for multifamily portfolios with 5-50 doors. Every transaction categorized, every property and door tracked separately, every deduction captured - so your books are always investment ready.
- Property-level P&L reports
- Expense allocation by unit or property
- Mortgage interest & depreciation tracking
- Monthly bank & mortgage reconciliation
- Capital improvement capitalization
- Month-end close package
Tax Preparation
Multifamily-focused federal and state tax preparation that goes far beyond plugging numbers into forms — we find every deduction the tax code gives you.
- Federal & state returns
- Schedule E & entity returns (LLC, S-Corp)
- Depreciation & cost segregation reporting
- 1031 exchange documentation
- Passive activity loss optimization
- Prior-year amended returns
Tax
Planning
Proactive strategy before the year ends — not just compliance after it. We identify legal tax reduction strategies specific to multifamily investors.
- Quarterly estimated tax calculations
- Year-end tax reduction strategies
- Cost segregation & bonus depreciation planning
- S-Corp election & accountable plan setup
- Entity structure recommendations
- 1031 exchange guidance
Cash Flow
Forecasting
Know what your 5-50 door portfolio will generate before it happens. We build 12-month rolling cash flow projections so you can plan capital repairs, new acquisitions, refinances, and investor distributions.
- 12-month property-level cash flow model
- Vacancy & seasonal adjustment scenarios
- Debt service & refinance impact analysis
- Repair & capital expenditure planning
- Monthly actual vs. projected variance
- Portfolio-level summary view
The Process
Up and Running in 4 Steps
Discovery
Call
A focused 30 minutes where we learn your portfolio — how many properties/doors, current bookkeeping state, biggest pain points, and goals. No commitment required.
Books
Review
We audit your current financial records, identify gaps, missed deductions, and any categorization errors — then map out exactly what needs to be fixed.
Custom Proposal
You receive a fixed-fee monthly quote based on your portfolio size and scope. No hourly billing, no surprise invoices — just a clear number you can budget around.
Clean Books, Every Month
We handle the numbers — reconciled books, unit level monthly reports, quarterly tax planning, and cash flow projections — so you can focus on finding the next multifamily deal.
Ready to Get Started?
Stop Leaving Money
on the Table
Book a free 30-minute call built for Multifamily Investors with 5-50 Doors. We'll review your current situation, identify your biggest financial opportunities, and give you an honest assessment of where we can help.