800.983.2701
Company Vitals
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Industry Focus

Real Estate

Entity-level financial management for real estate operators

Real estate operators managing portfolios of properties, flips, or development projects need clean entity-level financials, consolidated reporting, and lender-ready packages. Company Vitals brings the CFO-level structure that turns a collection of properties into a well-managed business.

Common Financial Challenges

  • Managing financials across multiple entities and properties
  • Lender and investor reporting requirements
  • Tracking cash flow across variable rental income and expenses
  • Depreciation, cost segregation, and tax-ready books
  • Reconciling property management software with accounting records

How Company Vitals Helps

  • Consolidate multi-entity reporting into clear portfolio financials
  • Produce lender and investor packages with standardized formatting
  • Build property-level P&L reports and cash-on-cash tracking
  • Maintain tax-ready books with proper depreciation schedules
  • Integrate property management platforms with QuickBooks

Relevant Services

Fractional CFOController ServicesMulti-Entity ReportingQuickBooks Setup

FAQ

Common questions

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