Real Estate Accounting Services 🚀

To the uninformed, becoming a real estate investor sounds like life on Easy Street. And it’s true that when your portfolio is well-managed, you can reap quite a few rewards—whether you focus on commercial properties, residential, or a mix of both.

But the moment you start researching accounting services for real estate investors, things get even more complicated. Sure, you know you need professional support. The thing is, trying to identify software or resources that work for your specific needs can be like going down an endless rabbit hole. That’s where we come in. CloudCPA, as your CPA for real estate investors, is here to put you back in the driver’s seat when it comes to your real estate portfolio.

Real Estate Investor Accounting Services We Provide

Our team specializes in providing comprehensive, effective real estate investor CPA services to individuals across the US. We’d love to help you with:

Financial statement preparation to provide overviews of income, expenses, and net operating income (NOI)
Record keeping and bookkeeping for each property to keep financial data accurate
Tax planning and compliance to both minimize your tax liability and maximize deductions/benefits
Entity structuring (such as S-corp, partnership, or LLC) best suited to your specific investments
Depreciation and cost segregation studies, which can accelerate certain deductions to save you money
1031 exchanges to help you complete documentation accurately and defer capital gains tax
Rental property analysis so you understand projected cash flow and potential ROI for any property
Advisory services that go beyond the numbers on paper to help you strategize and make truly well-informed decisions
Audit support in terms of gathering documentation and staying compliant if you’re ever audited
Budgeting and forecasting for any future property expenses or acquisitions
Loan and financing guidance whenever you’re navigating loan terms, different financial scenarios, or options
Cash flow management so you can rest easy knowing you’ll have the funds for any expenses and financial commitments
Recorded transactions and reconciliations related to your real estate to ensure your data is always accurate and current

Our Tried-and-True Approach to Accounting Services for Real Estate Investors

Our top priority is covering absolutely every base in terms of your real estate accounting needs. You can rest easy knowing every detail has been addressed, from property-related transactions to tax deductions to depreciation and amortization. But we do so much more than simple oversight and advising. Unlimited support is the major cornerstone of our approach as your CPA for real estate investors.

Some days, you might have a general question about your portfolio. In other cases, maybe you want specific information about a complex decision you’re trying to make. And we’re here for you no matter what each day brings. That said, we understand that you’ll have to filter through quite a few options after searching online for “CPA specializing in real estate investment near me.” To help you make the decision, here’s our tried-and-true approach to accounting services for real estate investors—and how our process serves you better than the traditional one used by most CPAs.

We’ve honed this specific approach over the years because it always gives you the absolute maximum benefit. By getting familiar with all the moving pieces, we’re able to provide completely bespoke real estate investor accounting services.

Discovering Your Needs

We take the time to dive deep into your needs, goals, hurdles, and dreams. We’ll talk about these in terms of real estate investments, and in terms of your grand plan for life. This allows us to offer services that truly move you closer to where you want to be.

Proposal

You receive a hyper-detailed proposal outlining the best way to get from where you are to where you want to be. And this can take many shapes! You have the option of plug-and-play software, custom-built systems, or any combination of the two that suits you.

Collaborative Onboarding

Accounting services for real estate investors are never ‘one and done.’ The industry and market are constantly shifting. That’s why we specialize in collaborative setup. No matter what software and tools you currently use, we’ll work to ensure the transition is 100% seamless.

Support, Reports, and More

After onboarding, our team hits the ground running. Every detail that’s kept you up at night in the past—from tax compliance to rent collection to cash flow optimization—will be squared away and accounted for. You get unlimited reports and support whenever and wherever you need it.

Frequently Asked Questions

What is your experience in providing accounting and bookkeeping services specifically for real estate investors?

We’ve provided accounting and bookkeeping services specifically for real estate investors for 14 years now. Our team is well-versed in offering support across every facet of real estate investing and the many complex details that come with it.

At the same time, our expertise doesn’t mean we’re old-fashioned or resting on our laurels. We strive every day to further hone our processes and raise the bar on what it means to be your CPA.

Plus, you’ll always be able to get information right when you want or need it… without fighting clunky software or battling your reporting systems. Our highest commitment is supporting you in achieving your goals through real estate investment.

What software or tools do you use for real estate accounting and bookkeeping, and how do they facilitate efficient record-keeping?

The software and tools we use for real estate accounting and bookkeeping include:

A few examples would be:

Xero, a very intuitively designed cloud accounting platform ideal for all bookkeeping and accounting services
Ramp, accounting software designed for real estate investors so you can pay vendors, track rent, and a wide range of other tools
Gusto, one of the absolute best platforms for any kind of payroll or hiring needed for your properties
BnbTally, which connects with your Airbnb and/or VRBO account(s), provides a seamless connection to Xero and Quickbooks by importing key reservation data (i.e. accommodation fare, cleaning fee, AirBNB service fees and resolution adjustment)
And more, depending on your specific investments and structure—but no matter what, everything will integrate seamlessly

What specialized knowledge do you have about the unique accounting needs and challenges of the real estate investment industry?

Because our 14 years of experience span so many aspects of the real estate investment industry, we have all the specialized knowledge needed to help you make well-informed decisions. You see, CPAs are your advocates when it comes to fiscal safety and growth.

We’re also tax experts, which means we can give you custom-tailored advice on everything from your tax liability as a real estate investor to optimizing your investments.

But that’s just the beginning. Take a quick look at our reviews and you’ll see that we deliver on our big promises. We work every day to stay not just up to date on current laws, but also to identify every possible need and challenge that may be on the horizon with your specific investments.

When you choose us for your real estate investor accounting services, we’ll help you with tax implications like whether your gross rental income is exempted from your net investment income (Regs. Sec. 1.1411-4(g)(7)) and anything else that may affect you.

Are you familiar with tax strategies that can benefit real estate investors, and how do you incorporate these strategies into your services?

Yes, we pride ourselves on our in-depth knowledge regarding tax strategies that benefit real estate investors. We incorporate these strategies by always getting familiar with your current real estate investments, needs, challenges, and goals.

Then, we select the best strategies to get you where you want to be.

There are a wealth of deductions available to you, such as reasonable advertising expenses, property maintenance fees, and even expenses related to searching for new properties to purchase (so long as you meet a few requirements).

And because we stay well-versed in the tax implications you face while buying or selling real estate, we’re able to incorporate these strategies into every single aspect of our services. Whether we’re advising, prepping your taxes, or forecasting, we’ll always lay out your best path forward.

Odds are you became a real estate investor because you wanted to get away from the daily slog of reports, analysis, and everything else that always seems to crop up.

Let us help you work smarter, not harder.

Get started by booking a discovery call with us. After we’re familiar with your specific goals and needs, we’ll explain—in detail—exactly how our accounting services for real estate investors can benefit you.

Testimonial

Thankfully a month later we found Tony T and the CloudCPA team. CloudCPA immediately helped alleviate my concerns about the accounting process. My anxious energy was always completely gone after a phone call with them. They have been doing this for so long that nothing seems to phase them or throw them off and their confidence is super contagious.

KylaThriiv Company, LLC

CloudCPA has been instrumental in fixing my “problems” of the past and I consider them true financial mentors who will bend over backwards to keep things moving smoothly.

Greg D.OAFA, Inc.

I have used CloudCPA for many years and they are professional, thorough, stay up to date on all laws and fairly priced. I wouldn't use anyone else, period.

Jon S.Keyword Rockstar

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Leveraging the Latest Accounting Technology

Staying ahead of the curve is our priority. We embrace the latest advancements in accounting technology to elevate your financial operations. By leveraging cutting-edge tools, cloud-based solutions, and automation, we enhance efficiency, provide real-time insights, and empower you with the accurate data you need to make informed decisions. With CloudCPA, you’ll have the advantage of staying at the forefront of the ever-evolving business landscape.

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