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Financial Reporting Outsourcing

Focus on your core business—real estate, not back office accounting. Whether you oversee a real estate opportunity fund, development company or investment firm, you must meet strict reporting deadlines and ensure transparency.

Having reliable financial information is essential to maintaining the trust and confidence of lenders and investors. Our professionals have the technical experience and industry knowledge to help ensure that your financial statements are accurate and comply with the most recent tax and accounting requirements related to real estate. Services include:

  • Monthly financial reporting
  • Audit and tax workpaper package preparation
  • Accounting support for audits required by SEC Regulation S-X Rule 3-14
  • Lender and investor reporting
  • Sworn statements compilation
  • Draw packages compilation
  • Lien waiver review
  • Capital and financing analysis

How can we help you?

To discuss how our team can help your business, contact us by phone 800.274.3978 or



RECORDED WEBCAST

Year-end tax and accounting update for the real estate industry

  • December 13, 2016

IN-PERSON EVENT

Indianapolis executive education series

  • October 20, 2016