An LLC for every property,
and still no clear picture of the portfolio?
Bookkeeping and fractional CFO work for real estate owners, investors, and property management companies, including portfolios of more than 75 properties. Every entity is closed and reconciled, so you know which property is carrying the portfolio.
Where the Numbers Usually Break
Money moves between entities without clean intercompany entries.
Buildium and the accounting books tell two different stories.
Construction and renovation draws are tracked in a spreadsheet no one trusts.
Owner distributions and contributions get mixed with operating cash.
Year-end means rebuilding each entity from bank statements.
What We Set Up
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A consistent chart of accounts across every entity
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Entity-by-entity books with intercompany tracking
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Buildium reconciled to your accounting records every month
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Draw schedules for construction and renovation loans
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Owner contribution and distribution tracking by entity
What You Get Every Month
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Each entity closed and reconciled
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A property-level P&L and a consolidated portfolio view
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Cash by entity, so you know what is available to distribute
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Budget versus actual and an updated cash flow forecast
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A review call with Julia
Cash Flow, Budgets, and Forecasts
We plan cash by property and by entity. That includes an annual budget for each building, plus forecasts for vacancies, capital projects, and refinancing, so distributions and reserves are decided on numbers, not hope.
Who This Is For
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Owners with several properties held in separate LLCs
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Property managers with large portfolios who need Buildium and the books to agree
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Investors preparing for refinancing, a sale, or a new partner
Pricing
Monthly plans start at $800. Multi-entity and consolidated reporting, budgets, and forecasts are part of Strategic Growth. See all plans on the Services page.
Questions Real Estate Owners Ask
Do you work in Buildium?
Yes. We keep Buildium and your accounting records in agreement, so rent rolls, owner statements, and your books match.
How large a portfolio can you handle?
Our clients range from multi-entity groups with 2 to more than 17 locations and entities, to property management portfolios of more than 75 properties.
Can you help before a refinance or sale?
Yes. We clean up each entity and produce the property-level financials and forecasts a lender or buyer will ask for.
Know which property is carrying the portfolio.
Book a free 20-minute call. No sales pressure, just a real conversation about your properties, your entities, and what clarity would look like.