Real Estate Accounting for Salt Lake City Investors

Real estate bookkeeping, tax, and investor services for Salt Lake City. Multifamily, development, and syndication accounting from a firm that knows the asset classes.

Accounting for Salt Lake City Real Estate

Salt Lake City’s real estate market keeps growing. Multifamily projects going up across the valley. Development deals moving from land to vertical. Capital coming in from investors across the country. All of it requires accounting that goes beyond basic bookkeeping and understands how real estate actually works.

We provide real estate fund accounting for investors and operators in Salt Lake City. Monthly bookkeeping at the property level, fund and entity accounting for syndications, investor reporting and K-1s, and tax returns prepared by our in-house CPA. Everything coordinated under one roof so the numbers tie together.

Monthly Bookkeeping

Property-level books that stay current every month. Transactions categorized, accounts reconciled, P&L and balance sheet delivered. Your books are ready when your CPA needs them, when a lender asks, or when an investor has a question.

Fund & Entity Accounting

Dedicated books for each syndication or fund, structured to keep investor capital, operating expenses, and distributions cleanly separated. Capital account tracking, waterfall calculations, and the financial backbone your investors expect.

Development Accounting

Construction draws, capitalized costs, and work-in-progress tracked against your budget. You know where each project stands and what is left to spend, from land acquisition through completion.

Tax Returns & K-1s

Federal and state returns prepared by our in-house CPA, coordinated so the numbers tie back to your books. Partnership K-1s delivered to your investors on time. Tax planning that happens before transactions close, not after.

Salt Lake City Investors and Operators

The Salt Lake market draws investors from inside and outside Utah. Local landlords growing from a few rentals to a portfolio. Out-of-state syndicators raising capital for multifamily acquisitions. Developers building new product to meet demand. The business models vary, but they all need accounting built for real estate.

We work with investors and operators across the Salt Lake valley. From single-asset deals to portfolios spread across multiple entities. Big enough to need specialized accounting, not always big enough to hire a full-time controller.

Multifamily Investors

Apartment communities from garden-style to mid-rise and value-add repositioning. We handle property-level reporting, reconcile operating and reserve accounts, track debt and capital expenditures, and produce the financials your lenders and investors expect.

Development Projects

Ground-up development and land projects where the accounting has to track what is being capitalized and what is being expensed. Draw schedules, contractor payments, and interest capitalization handled properly so your basis is accurate at completion.

Syndications & Funds

Sponsors raising capital from limited partners. We maintain the fund books, track each investor’s capital account, calculate distributions against your waterfall, produce investor reports, and coordinate K-1 delivery through our in-house CPA.

Property Management Companies

Management companies holding owner and tenant funds. Trust accounting with three-way reconciliation, clean owner statements, and accurate disbursements. Your trust ledger stays correct and your owners stay confident.

Common Questions

Do you work with Salt Lake City investors remotely?

Yes. We're a fully virtual firm and work remotely with all our clients. Most Salt Lake City investors prefer it because there's nothing to schedule and no time spent driving to meetings. Everything happens through secure portals and direct communication with the team.

What does real estate bookkeeping cost?

Monthly bookkeeping starts at $500. Your price depends on the number and types of assets and the scope of work. We quote a flat monthly rate after reviewing your portfolio so there are no surprises.

Can you handle accounting for my syndication?

Yes. Fund and entity accounting, capital accounts for every investor, distribution and waterfall calculations, investor reporting, and K-1 preparation. We handle the full back office for sponsors and syndicators.

Do you work with development projects?

Yes. We track construction draws, capitalized costs, and work-in-progress against your budget. Development accounting requires getting the cost basis right, and we make sure it is.

Who prepares the tax returns and K-1s?

Our in-house CPA prepares all returns and K-1s. Matthew Rodrigue, the founder, coordinates the work and makes sure everything ties back to the books. You get one team handling books and tax together.

Boutique Real Estate Accounting Firm