We provide specialized financial strategy and property management services for property managers, landlords, and real estate operators across South Florida. Our offerings include trust and escrow accounting, comprehensive owner reporting, and CFO-level strategy tailored to how property businesses actually operate.
Property management services demand a robust financial strategy, as this accounting-heavy business involves handling other people's money — including security deposits, rent, and owner funds — across multiple properties and entities. Each has its own books and often operates under strict trust and escrow rules that leave little room for error.
The challenges in real estate accounting can be daunting: ensuring trust and escrow account compliance, separating funds across various owners and properties, generating accurate and timely owner statements and disbursements, tracking income and expenses per property, performing CAM (common area maintenance) reconciliations, managing 1099s for owners and vendors, and maintaining thorough records to withstand an audit.
When bookkeeping falls behind, owners may lose trust, disbursements can be delayed, and the risk of non-compliance grows. Generic accounting solutions are not designed for the complex, multi-entity, fund-segregated nature of property management.
We bring real estate-specific financial expertise, ensuring your books, your owners, and your compliance are well-organized. Our financial strategy focuses on:
- Trust and escrow accounting with proper fund segregation and reconciliations.
- Owner statements and disbursements—accurate, timely, and transparent.
- Property management services that include 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 such as Buildium and Yardi.
- 1099 preparation for owners and vendors.
- Fractional CFO services—portfolio cash flow analysis, performance by property, and growth planning.
- Proactive tax planning and entity-structure strategy for real estate holdings.
- Clean, lender- and investor-ready financial statements that reflect sound real estate accounting practices.
With over 20 years of experience in fiduciary and advisory accounting, we understand the essential trust-accounting and fund-segregation requirements that are crucial for effective property management services. The same fiduciary discipline we apply to estate and trust work ensures that your owner funds and escrow accounts are managed correctly and remain audit-ready. We integrate seamlessly with the platforms you already use, such as Buildium and Yardi, to facilitate smooth onboarding and maintain clean data while developing a robust financial strategy.
Based in Palm Beach County, we proudly serve property management companies across South Florida, including Boca Raton, Delray Beach, Boynton Beach, West Palm Beach, and the greater Miami-Dade and Broward areas. We offer both local, in-office services and virtual support statewide, specializing in real estate accounting to meet your unique needs.
Whether you manage a handful of properties or a growing portfolio, our property management services will ensure your trust accounting remains compliant, keep your owners informed, and leverage a strong financial strategy to position your real estate accounting for scalable success.