Multi-entity accounting & reporting
Defined accounting responsibilities, account reconciliations, close coordination, entity-level management reporting, and consolidated or combined reporting schedules where appropriate.
Client Accounting Services
Real Estate
Accounting and tax support for privately held real estate groups.
See the portfolio clearly across properties and entities, keep partner and lender reporting organized, and coordinate accounting with the partnership tax calendar.
When this relationship may fit
Built for real estate businesses with recurring complexity.
This work is designed for privately held real estate operating groups, property owners, and investment structures with multiple entities, partners or investors, financing relationships, or recurring reporting requirements.
The strongest fit generally involves continuing entity-level accounting, business tax, ownership, financing, or reporting needs. Within that business engagement, directly related owner matters may be included. Broader personal, trust, estate, or charitable tax needs are separately scoped through Private Client Services.
If the entity-level closes, intercompany activity, and portfolio reporting are no longer working together, an Accounting Operations Assessment can help identify where a coordinated accounting process should begin.
Often a strong fit when
- Several properties or entities need a coordinated accounting calendar.
- Property-level bookkeeping does not roll into a dependable portfolio-level close.
- Partners, investors, or lenders require recurring schedules and reporting.
- Capital activity, distributions, and entity tax information need clearer coordination.
- A separate CPA firm will perform an external financial-statement audit and the company needs preparation support.
- A refinancing, contemplated disposition, or ownership transition is increasing scrutiny of the financial record.
For recurring accounting and business-tax needs
Explore Business Accounting & Tax
Start with the combined ongoing relationship.
Business Accounting & Tax connects the close, management reporting, Controller oversight, and year-round business-tax planning. The focused capabilities below remain available when the need is narrower or tied to a specific outside requirement.
How we can support the real estate business
Coordinate accounting, tax, and readiness across the structure.
Each engagement is scoped around the properties and entities involved, the existing accounting team, ownership arrangements, financing requirements, available records, and upcoming decisions.
Partnership & business tax
Entity tax compliance, Schedule K-1 preparation, tax projections, capital-activity coordination, and analysis of applicable depreciation and ownership matters. Partnership-agreement and legal questions are coordinated with counsel.
Business TaxLender, investor & external-audit preparation
Management reporting and supporting schedules for agreed lender or investor requirements, with separately scoped Audit Readiness when another CPA firm must perform an external financial-statement audit.
Financial ReadinessOwnership-event accounting & tax
Organization of accounting and tax information for a contemplated refinancing, property disposition, or ownership change, coordinated with the company's legal, lending, and other advisers as appropriate.
Business Tax
What management should be able to see
A recurring view of property performance, portfolio cash, debt, and ownership activity.
Property and entity results
Operating results and budget variance by property and entity, with intercompany activity and any combined or consolidating management schedules clearly reconciled.
Cash and collections
Rent and other receipts, receivables, operating cash, near-term obligations, and available distribution capacity across the portfolio.
Debt and capital
Loan balances, debt service, covenant information, capital spending, contributions, distributions, and partner capital activity in coordinated schedules.
Reporting and tax milestones
Lender and investor deliverables, tax-package and Schedule K-1 inputs, and refinancing, disposition, or ownership items assigned to owners with due dates.
When separate entities need one coordinated process
See the portfolio beyond separate property books.
Separate property books can obscure capital activity and fragment lender reporting. A coordinated close and tax calendar help connect entity results with the portfolio view needed for refinancing or ownership decisions.
How should a real estate group coordinate the close across properties and entities?
Use a practical framework for entity-level records, intercompany activity, debt and capital schedules, and traceable portfolio reporting.
Read the multi-entity accounting guideQuestions owners ask before coordinating the portfolio
Can you work with our property managers and existing books rather than replace them?
Yes. We can coordinate property-level records into an entity and portfolio close while working with the existing accounting team, property managers, and systems. Any system change or transition work would be considered separately.
Can one reporting process serve owners, investors, and lenders?
A recurring process can produce shared reconciled schedules and selected views for each audience based on agreed requirements. Lenders and investors decide what they will accept, and the management reporting does not provide third-party assurance. A separate CPA firm performs any required external financial-statement audit.
Can accounting and tax support cover a refinancing, disposition, or ownership change?
We can organize relevant accounting and tax information and coordinate with management and its advisers. Legal counsel, lenders, brokers, qualified intermediaries, and valuation professionals remain responsible for their respective roles, including legal advice, financing decisions, marketing, transaction execution, and value conclusions.
Bring property, entity, owner, and lender reporting into one rhythm.
Share the portfolio structure, financing relationships, and where the current accounting process loses visibility. We'll discuss a more coordinated reporting model.
Discuss Your Portfolio Reporting