Baker Tilly advisor provides best-in-class data analytics to client

Real Estate Client Accounting Services

Baker Tilly’s client accounting services address the growing demands of real estate clients’ evolving business and technology needs.

FeaturedOutsourced accounting lets real estate firms focus on their strengths

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FeaturedTransform your real estate organization through outsourced accounting

FeaturedOutsourced accounting lets real estate firms focus on their strengths

Real Estate Client Accounting Services

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Real Estate

Todd Carpenter
Managing Partner
John Heyde
CPA
Partner
Mike Kamienski
CPA
Partner
Katie Kral
MSA
Principal

Our client accounting services (CAS) real estate specialists provide innovative technology solutions to streamline procedures and reduce costs. These include, but are not limited to, robotic process automation, workflow tools and process efficiency evaluations.

At a glance

Real estate professionals need timely and relevant information in order to make decisions while identifying trends and key areas of risk. Baker Tilly’s outsourced accounting services focus on property accounting and construction draw management services for real estate developers, owners, funds and REITs.

We have a dedicated team of real estate specialists in taxation, credits and incentives, construction and development risk, digital technology and real estate enterprise resource planning (ERP) systems. Our real estate outsourced accounting team provides deep knowledge and advice when issues arise.

Through deep real estate industry experience and platforms, we deliver economical solutions customized for finance, property management and asset management professionals.

Why outsource accounting?

Keep the focus on running your business while we streamline your processes and improve controls
Increase the effectiveness of your financial reporting and ensure it meets the needs of sophisticated users
Scalable solution to meet your growing needs
Best practices processes and procedures ensure that information is complete and accurate

Real estate client accounting service experience and best practices

Whether you seek to outsource your entire accounting department or the accounting for a single property, real estate client accounting services could be right for you. Our advisors will work with you to create a customized solution that meets your needs and scales with you as you grow.

Month end financial reporting
Debt covenant reporting and management
Construction draw management
Document administration
Transactional accounting
Cost segregation
Property management accounting administration and training

CFO advisory services
Income tax preparation and/or support
External audit support
Job cost
General ledger/accounts payable/accounts receivable module administration
Lease administration
Common area maintenance (CAM)/real estate (RE) tax true-up, CAM estimates and CAM reconciliation
Treasury administration
Fixed asset administration
Budgeting
Year-end closing
1099 review

An integrated managed services solution

Baker Tilly works with key software to provide a comprehensive accounting approach. We leverage data-integrated platforms that are custom-tailored to your needs so you can streamline processes, generate reports, project manage and simplify complex projects. Key programs we integrate with are: Yardi Voyager, Yardi Breeze, Rabbet, Workiva, AvidXchange and FIS.