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.

Our client accounting services (CAS) real estate specialists provide innovative technology solutions including robotic process automation, workflow tools and process efficiency evaluations to streamline procedures and reduce your costs.

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    Transform your real estate organization through outsourced accounting

    As real estate companies grow, one of the biggest challenges is growing their back-office accounting and administrative functions. Consider the advantages of outsourcing accounting and fund administration functions to real estate-focused client accounting services (CAS) providers.

    Real estate CAS experience and best practices

    Whether you seek to outsource your entire accounting department or just the property accounting for a single property, our CAS 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
    • 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

    A fully-integrated managed services solution

    Yardi Voyager

    Baker Tilly has integrated a technology-enabled solution with Yardi Voyager. This data analytics platform creates automated financial close work papers; includes workflows that streamline key processes and automates manual recording and processing; and provides project management dashboards. The platform also provides best-in-class data analytics that can be tailored to management’s needs.

    Workiva Platform

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