Baker Tilly
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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.

Real Estate Client Accounting Services

  1. Todd Carpenter

    Todd Carpenter

    Managing Partner

  2. David Jamiolkowski

    David B. Jamiolkowski

    CPA

    Partner

  3. Mike Kamienski

    Mike Kamienski

    CPA

    Partner

  4. Katie Kral

    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 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

    Yardi Voyager

    Baker Tilly has integrated with Yardi Voyager for a technology-driven solution. The platform provides best-in-class data analytics that can be tailored to management's needs. This includes creating automated financial close work papers and project management dashboards. Plus workflows that streamline key processes and automate manual recording and processing.

    Workiva Platform

    Baker Tilly leverages the Workiva platform to provide public real estate companies, including public trusts, SPACs, and REITs with outsourced SEC reporting services. This includes Form 10-Q, Form 10-K, and current reporting on Form 8-K. An integrated approach allows us to simplify complex work and data for your organization.