Specialized financial support for property managers, landlords, and real estate operators across South Florida — trust and escrow accounting, owner reporting, and CFO-level strategy built for the way property businesses actually run.
Property management is an accounting-heavy business. You're handling other people's money — security deposits, rent, and owner funds — across multiple properties and entities, each with its own books, and often under strict trust and escrow rules that don't allow for mistakes.
The challenges stack up: trust and escrow account compliance, separating funds across owners and properties, accurate and timely owner statements and disbursements, tracking income and expenses per property, CAM (common area maintenance) reconciliations, 1099s for owners and vendors, and keeping everything clean enough to survive an audit.
When the bookkeeping falls behind, owners lose trust, disbursements get delayed, and compliance risk grows. Generic accounting isn't built for the multi-entity, fund-segregated reality of property management.
We bring real estate-specific financial expertise so your books, your owners, and your compliance are all in order:
Trust and escrow accounting with proper fund segregation and reconciliations Owner statements and disbursements — accurate, on time, and clear Per-property and per-entity income and expense tracking Security deposit tracking and compliance CAM (common area maintenance) reconciliations Accounts payable and vendor management across properties Experience with property management platforms including Buildium and Yardi 1099 preparation for owners and vendors Fractional CFO services — portfolio cash flow, performance by property, and growth planning Proactive tax planning and entity-structure strategy for real estate holdings Clean, lender- and investor-ready financial statements.
With 20+ years of fiduciary and advisory accounting experience, we understand the trust-accounting and fund-segregation requirements at the heart of property management — the same fiduciary discipline we bring to estate and trust work — so your owner funds and escrow accounts are handled correctly and stay audit-ready. We also work directly within the platforms you already use, including Buildium and Yardi, so onboarding is smooth and your data stays clean.
Based in Palm Beach County and serving property management companies throughout South Florida — Boca Raton, Delray Beach, Boynton Beach, West Palm Beach, and the greater Miami-Dade and Broward areas — we offer both local, in-office service and virtual support statewide.
Whether you manage a handful of properties or a growing portfolio, we'll keep your trust accounting compliant, your owners informed, and your business positioned to scale.