Real Estate Accounting for Orange County Investors

Real estate accounting for Orange County investors. Apartment communities, industrial properties, and syndication support from a firm that knows the asset classes.

Real Estate Accounting for Orange County

Orange County has become one of the most active real estate markets on the West Coast. Industrial properties along the logistics corridors, apartment communities throughout the county, and investors scaling portfolios faster than the back office can keep up. That is where we come in. We provide real estate investor accounting built specifically for the asset classes and deal structures you are working with.

We are a boutique firm led by Matthew Rodrigue, a real estate investor himself with over 15 years of experience in real estate accounting, tax, and investor services. Every engagement has direct access to Matt. The books get closed monthly, the reporting stays current, and when tax time arrives everything ties out because the same team handled it all year.

Monthly Bookkeeping

Property-level profit and loss statements, reconciled accounts, depreciation tracking, and books closed on a tight monthly schedule. Built for the way real estate actually works, not adapted from generic small business accounting.

Syndication and Fund Accounting

Entity-level books for syndications and funds, with investor capital accounts, waterfall calculations, distribution processing, and K-1 preparation. The full sponsor back office under one roof.

Tax Planning and Returns

Year-round tax strategy coordinated with our in-house CPA. Cost segregation, 1031 planning, California-specific optimization, and returns filed on time. No surprises in April because we planned all year.

Catch-Up and Cleanup

Books behind or never set up properly for real estate? We reconstruct the history, reconcile to prior tax filings, and deliver a clean starting point. Most OC clients start exactly here.

Orange County Real Estate We Work With

The county has shifted over the past decade. Industrial demand keeps climbing as logistics companies chase proximity to the ports. Apartment communities are performing well as housing costs push more residents toward rentals. Investors who got in early are scaling, and newer entrants are competing for deals in a market where the numbers have to work harder.

We work with investors across these asset classes, from a handful of rental units held in an LLC to larger syndications with dozens of investors. If you are past the point where a spreadsheet cuts it but not at the scale where a full-time CFO makes sense, that is the gap we fill.

Apartment Communities

Garden-style, mid-rise, and value-add deals across Orange County. Unit-level and property-level reporting, operating and reserve account reconciliation, debt tracking, and the financial statements your lenders and investors expect. Multifamily accounting built to scale with your portfolio.

Industrial Properties

Warehouse, logistics, and flex space along the 5 and 405 corridors. Lease tracking, triple-net expense recoveries, CAM reconciliation, and property-level statements for each asset. The books work the way commercial leases actually work.

Short-Term and Vacation Rentals

Beach communities from Huntington to Dana Point have active STR markets. We track revenue across platforms, handle per-unit costs, and keep California’s transient occupancy taxes organized. Built for operators running rentals like a real business.

Commercial and Retail

Office buildings in the Irvine corridor and retail throughout the county. Tenant billing, CAM reconciliation, and reporting that shows how each property is actually performing. Clean books that hold up when it is time to refinance or sell.

Common Questions

You're based in New Jersey. How does that work for Orange County clients?

We're fully virtual and work with real estate investors across the country. The books, the reporting, the tax coordination all happen through screens regardless of where anyone sits. We know the California tax landscape and work with OC investors regularly.

Do you understand California's tax complexity?

Yes. California has its own rules around depreciation, entity taxation, and withholding. Our in-house CPA handles the state filings, and we plan around California-specific issues throughout the year.

What does real estate bookkeeping cost?

Monthly bookkeeping starts at $500, based on the number and types of assets under management. We quote exact pricing after learning about your portfolio.

Do you work with syndications and funds?

That's a core part of what we do. Capital account tracking, waterfall calculations, investor reporting, and K-1 preparation. The full sponsor back office.

Can you take over books that are behind or poorly organized?

Yes. Most clients come to us needing cleanup before we can start ongoing work. We get the books current, reconcile to prior returns, and then move into monthly service.

Boutique Real Estate Accounting Firm