NOI, CAM reconciliation, property accounting. We speak your language, track your metrics, and help you scale, right here in San Jose.
NOI, CAM reconciliation, property accounting. We've worked with dozens of real estate companies in San Jose. We understand your business model, your challenges, and what metrics matter most to you and your investors.
Full-stack financial services tailored to real estate businesses in San Jose.
Expert bookkeeping at a fraction of the cost
Bank reconciliations, transaction categorization, and monthly close
Run a tighter ship with a controller at the helm
Process improvement, internal controls, and accounting oversight
Standard and custom financial reporting
Financial statements, custom reports, and GAAP compliance
Budgeting, forecasting, variance analysis
Financial planning and analysis to drive strategic decisions
Strategic financial leadership when you need it
Financial strategy, fundraising support, and board-level reporting
Expert bookkeeping at a fraction of the cost. Bank reconciliations, transaction categorization, and monthly close Tailored specifically for real estate companies in San Jose.
We audit your current books and identify gaps in your processes.
Implement best-practice workflows and integrate your tools.
Weekly transaction coding and monthly close with detailed reporting.
Based in Boston, we work with real estate companies across the country.
We serve real estate businesses throughout the San Jose metro area. Our bookkeeping services are available for companies of all sizes.
Take our 2-minute quiz to get a personalized recommendation for your real estate business.
Find My Solution →The honest bands, full-service including a monthly close: under 100 transactions a month, $300–$600; 100–300 transactions across two or three accounts, $600–$1,200; 300–800 transactions plus payroll, $1,200–$2,500; 800–2,000 transactions with inventory or multiple entities, $2,500–$5,000. Above that it is really a controller engagement.
Scope that has not been disclosed yet. Ask who reconciles the balance sheet and how often, whether the monthly close is included or billed separately at year-end, whether 1099s and sales tax filings are in scope, and whether the fee changes if your volume grows 40%.
Yes — QuickBooks Online, Xero and NetSuite are the common ones, and we integrate the payment channels that actually cause the trouble: Stripe, Shopify, Amazon and PayPal each settle net of fees and each needs its own clearing logic before the numbers mean anything.
Yes. We specialize in Real Estate companies and understand property-level reporting. Our team knows the metrics that matter: NOI, Cap Rate.
Yes. We work with clients across the West Coast and nationwide. Our team operates in Pacific time and can accommodate your schedule.
Most engagements kick off within 1-2 weeks of signing. We'll audit your current setup and begin implementation immediately.
