What software and platforms do you work with?
The firm integrates with the major property management and accounting platforms used in real estate. QuickBooks Online is the core accounting system for most clients. On the property management side, we work with AppFolio, Buildium, Yardi, and DoorLoop. For syndicators and fund managers who need investor portals, Matthew has experience with InvestNext, Juniper, and others. Short-term rental operators use a variety of platforms, and the firm has worked across multiple STR management systems.
What ties it together is a proprietary application Matthew built specifically for real estate. The app connects with QuickBooks Online and the property management platforms so property data flows into your books without manual re-entry. Rent rolls, tenant payments, expenses, and owner distributions sync automatically. This keeps the monthly close tight and eliminates the errors that come from keying in data twice.
If you are already running your properties on one of these platforms, you do not need to switch to anything new. The firm meets you where your data lives. If you are using something else or managing everything in spreadsheets, we can work with that and help you migrate to a more scalable setup when you are ready.
This technology layer supports the firm’s real estate bookkeeping work. Monthly reconciliations, property-level profit and loss statements, and lender reporting all depend on clean data coming in. The same infrastructure feeds investor reporting, capital account tracking, and the advisory services for clients who need a fractional CFO for real estate.
Rock Real Estate Services is fully virtual and works with real estate investors across the 48 contiguous states. Every engagement is led by Matthew Rodrigue personally, with direct access throughout.
Boutique Real Estate Accounting Firm
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How is your pricing structured?
Bookkeeping starts at $500 per month and scales with the number and types of assets in your portfolio. Other services like sponsor services, tax, and advisory are scoped to the engagement, and everything can work together under one relationship.
Read answerShould I hold my flips in an S-corp?
Frequent flipping can trigger dealer status, which means your profits are taxed as ordinary income plus self-employment tax. An S-corp can help by letting you take some profit as distributions rather than salary, reducing the SE tax hit. This is a structuring decision that depends on your volume and overall tax situation.
Read answerWhat is real estate professional status and do I qualify?
Real estate professional status is a tax classification that allows rental losses to offset your other income, like wages or business profits. You must meet two annual tests: more than half your working time in real property trades or businesses, and more than 750 hours of services in those activities.
Read answerWhat is an equity waterfall in a real estate deal?
An equity waterfall is the agreed order in which cash gets distributed to everyone in a deal. It defines who gets paid first, who gets paid next, and how profits are split once certain return thresholds are met.
Read answerWhat is the difference between fund accounting and property accounting?
Property accounting tracks each asset's operations including rent, expenses, and NOI. Fund accounting tracks the investment vehicle that holds those assets, including investor capital, distributions, and capital accounts. Sponsors with outside investors need both layers.
Read answerWhat is an investor portal and do I need one?
An investor portal is a secure online space where your investors log in to access reports, statements, K-1s, and documents. Whether you need one depends on your investor count and how many deals you're running.
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