How Our Real Estate Syndication Services Works
We review your current set-up
Upon receiving secure access to your accounting software (e.g. Quickbooks Online, etc.), we will do thorough review to understand the quality of your historical records and general ledger (GL) account set up. We’ll create intuitive and industry accepted GL accounts, as well as complete any necessary catch-up bookkeeping (as needed).
We set you up for daily success
From an accounting perspective, it’s critical that real estate syndicators track profitability by project. As your business grows, it’s critical your accounting software and back-office is set up to scale with you, and this is exactly what we do. We review every transaction and assign each to the correct project/property. Furthermore, all bank accounts and mortgage loans will be reconciled on a monthly basis.
We assist with monthly reporting
To keep LPs happy and in the know, the most successful syndicators consistently send out financial reporting on a monthly basis. We will work with you to create scalable reporting templates and ensure they are sent out on a timely basis.
REAL ESTATE SYNDICATORS OF ALL SIZES TRUST REA WITH THEIR FINANCIALS
After spending hours every month completing my accounting and investor reporting, outsourcing my essential business functions to REA was the best decision I’ve ever made. My financials are now accurate and my LP’s appreciate the monthly updates!
Real Estate Syndication Services Offered
• Monthly bank reconciliation
• LP Reporting
• Accurate transaction categorization
• Manage accounts payables
• Bill pay & bill preparing
• Prepare Income Statements by project and Reconciliation Reports by account
• Track and assist with 1099 at year-end
• Assist with year-end accounting and tax planning with owner’s CPA (Note: Tax services available upon request)
• Provide on-demand CFO, controller, and tax consulting services
• Implement property and company-level budgets
Why Top Real Estate Syndicators Choose REA
Clean and crisp income statements and balance sheets by property allowing for seamless financial reporting and communications with LPs.
Prompt communication, proactive advice, and audit-ready financial statements. We are your partner here to help you scale.
Save time, money, and resources having an outsourced accounting team that is an expert in real estate accounting for investors & syndicators.