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 to streamline procedures and reduce costs. These include, but are not limited to, robotic process automation, workflow tools and process efficiency evaluations.

    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.