Real Estate Accounting for Miami Investors

Real estate accounting, investor services, and tax for Miami syndicators, operators, and portfolio owners. Institutional-quality work with direct access to the founder.

Miami Real Estate Accounting

Miami is where domestic capital meets international capital, where syndication sponsors raise from investors across Latin America, Europe, and beyond. The city ranks among the top real estate markets in the country, with serious activity across hotels, retail, office, and multifamily. That level of activity creates demand for accounting that goes beyond basic bookkeeping. Capital accounts, waterfall calculations, investor reporting, K-1s, and financials that hold up when lenders and equity partners start asking questions.

We provide real estate accounting, investor services, tax, and fractional CFO for real estate to Miami investors, syndicators, and operators. Every engagement is led by founder Matthew Rodrigue, with direct access throughout. The work is fully virtual, which means you get a real estate accounting specialist without paying for Brickell office overhead.

Monthly Bookkeeping

Books closed every month with property-level profit and loss statements, depreciation schedules maintained, and accounts reconciled across every bank, loan, and credit card. Financials your lenders and investors can trust.

Syndication Accounting

Fund and entity books structured for your syndication. Capital accounts tracked per investor, distributions calculated against your waterfall, and investor reporting delivered on schedule. The back office institutional sponsors expect.

K-1 Preparation

Partnership K-1s prepared accurately and delivered within the timeframes your operating agreement requires. The firm’s in-house CPA handles the returns, coordinated so everything ties back to the capital accounts.

Tax Returns

Federal and state returns for individuals, partnerships, and corporations, including multi-state filing for investors holding property in Florida and elsewhere. Prepared by the in-house CPA and coordinated through the firm.

South Florida Real Estate We Work With

Miami’s real estate runs deep. Downtown office towers, Wynwood retail, South Beach hotels, Brickell multifamily, and suburban portfolios stretching into Broward and Palm Beach. The asset classes vary, but the accounting needs overlap. Clean books, accurate investor reporting, tax returns that reflect the depreciation and entity structures real estate requires.

We work with Miami investors and operators at every scale. A landlord with a handful of rental properties. A sponsor raising their third fund. An operator running hotels across South Florida. Different portfolios, same need for accounting built specifically for real estate.

Syndications and Funds

Miami attracts syndication capital from across the hemisphere. We handle the distribution and waterfall calculations, investor capital accounts, quarterly reporting, and K-1 delivery that keep your investors informed and your next raise credible.

Hotels and Hospitality

South Beach, the Design District, Coral Gables. Hotel accounting tracks daily revenue by department, reconciles merchant accounts, handles occupancy and sales taxes, and produces statements that show how the property is actually performing.

Commercial Real Estate

Retail in Wynwood and Coconut Grove. Office in Brickell and downtown. We handle lease tracking, CAM reconciliation, tenant billings, and property-level reporting for commercial owners across South Florida.

Multifamily

Garden-style communities, mid-rise buildings, and value-add deals throughout Miami-Dade. Property-level and unit-level reporting, debt tracking, and financials ready for lenders, investors, or a refinance.

Common Questions

Do you work with Miami syndications raising capital from international investors?

Yes. A significant portion of our syndication clients have international limited partners. We handle the capital account tracking and K-1 preparation the same way regardless of where investors are located. The accounting work is ours. Any cross-border tax treatment gets coordinated with your tax advisors as needed.

Can you work with AppFolio, Yardi, and other platforms common in South Florida?

Yes. We integrate with AppFolio, Buildium, Yardi, Rentec Direct, and most other property management platforms through our proprietary application. Your property data flows into the monthly close without manual re-entry.

What does real estate bookkeeping cost for a Miami portfolio?

Monthly bookkeeping starts at $500 and scales based on the number and types of assets and scope of work. We quote a flat monthly rate after learning about your portfolio.

Do you handle hotel and hospitality accounting?

Yes. Hotels have their own rhythm, with daily revenue, departmental tracking, and lodging taxes. We work with hotel owners and operators across South Florida and structure the books around how hospitality actually runs.

You're based in New Jersey. Why would a Miami investor work with you?

Because real estate accounting happens in QuickBooks and spreadsheets, not in conference rooms. We work virtually with clients across the country, and our real estate focus means you get a specialist, not a generalist down the street who also does dentists and law firms. You have direct access to the founder throughout the engagement.

Boutique Real Estate Accounting Firm