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Utah Real Estate Accountants
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    • Home
    • About Us
    • Bookkeeping
    • Tax Services
    • Tax Strategy
    • Blog
    • Contact
Utah Real Estate Accountants
  • Home
  • About Us
  • Bookkeeping
  • Tax Services
  • Tax Strategy
  • Blog
  • Contact

bookkeeping

Our highly specialized bookkeeping services are crucial for real estate investors, as they require a nuanced understanding of the real estate market and related financial practices, which go beyond the scope of general bookkeeping.


Three key areas of specialization include:

Real Estate-Specific Strategies, male right hand drawing an arrow up and to the right on a blackboar

Real Estate-Specific Strategies

Real Estate-Specific Strategies

Real Estate-Specific Strategies

We are well-versed in the complex tax laws and strategies specific to real estate. This includes knowledge of deductions and credits unique to real estate investing, such as depreciation, cost segregation, and the 1031 exchange process. We understand how to maximize compliance and tax benefits related to rental properties, property improvements, and real estate transactions.

Property Management Accounting, a male holding a clipboard in one hand while the other hand has a pe

Property Management Accounting

Real Estate-Specific Strategies

Real Estate-Specific Strategies

 We are adept at managing the complex financial aspects of property management. This includes tracking rental income, managing security deposits, and handling expenses related to property maintenance, repairs, and improvements. We are also familiar with real estate software and tools for tenant billing,  lease management, and property performance analysis.

Analysis and Reporting, a right hand is holding a clipboard and pen while a left hand is gesturing,

Analysis and Reporting

Real Estate-Specific Strategies

Analysis and Reporting

We are skilled in providing detailed financial analysis and reporting tailored to real estate investments. This can include cash flow analysis, return on investment (ROI) calculations, and cap rate analysis. They help investors understand the financial performance of their properties and portfolios, offering insights that are crucial for making informed investment decisions.

WHY US?

MAKE MORE TIME, the  torsos of a man and woman face the camera, looking over the shoulder of a man i

MAKE MORE TIME

Our experienced bookkeeping services are specifically designed to relieve real estate investors of the time-consuming tasks of managing financial records and transactions. Our expertise in real estate finance management means your books are in capable hands, allowing you to concentrate on expanding your real estate business and focusing on core activities such as property acquisition, tenant relations, and strategic growth of your real estate portfolio.

STAY WITHIN BUDGET, a male hand is stacking coins, representing increased profits by budgeting caref

STAY WITHIN BUDGET

With our detailed income and expense reporting, tailored specifically for real estate investments, you gain real-time insights into your financial status. This level of detail is crucial in the real estate market, where staying within budget can be the difference between profit and loss. Our services enable you to avoid overspending, make informed decisions on property investments and renovations, and manage your portfolio more effectively.

UNDERSTAND THE NUMBERS, a female hand is holding an electronic pad which contains a bar chart indica

UNDERSTAND THE NUMBERS

Our fully customizable suite of financial statements, including profit and loss statements and balance sheets, is specifically designed for real estate investors. This customization allows you to understand your numbers in the context of real estate, quickly identify trends in property performance, and evaluate the financial health of your investments. This clarity is invaluable for making strategic decisions in the dynamic real estate market.

MAKE BETTER DECISIONS, a woman's hand holds a pencil eraser toward a central area on a large candles

MAKE BETTER DECISIONS

For real estate investors, accurate cash flow projections are crucial. Our services provide you with the ability to forecast future cash inflows and outflows related to properties. This foresight allows you to confidently plan and allocate resources, manage property-related expenses, and seize growth opportunities. With our help, you can make better decisions about acquisitions, renovations, and portfolio expansion.

TIERS OF SERVICE

Essential

$447 per month*

Monthly

  • Reconciliation of Banks, Credit Cards, & Loans
  • Setup & Continued Customization of Chart of Accounts
  • Budget Entry and Reporting
  • Review of Accounts Receivables & Payables
  • Project Inventory Entry & Reporting
  • 1099 Vendor Tracking
  • HubDoc® Setup
  • Melio® Setup
  • Greenbacks (HomeDepot® & Lowes®) Setup
  • Reporting Review with Accounting Client Manager

Weekly

  • Settlement Statement/HUDs Entry

Annually

  • Financial Statement Integrity Review for Tax Filing


COLLABORATIVE

$747 per month*

Monthly

  • Reconciliation of Banks, Credit Cards, & Loans
  • Setup & Continued Customization of Chart of Accounts
  • Budget Entry and Reporting
  • Review of Accounts Receivables & Payables
  • Project Inventory Entry & Reporting
  • 1099 Vendor Tracking
  • HubDoc® Setup
  • Melio® Setup
  • Greenbacks (HomeDepot® & Lowes®) Setup
  • Reporting Review with Accounting Client Manager 

Weekly

  • Income/Expense Review
  • Petty Cash & Inter-company Transfer Ledger
  • HubDocs Portal Management
  • Settlement Statement/HUDs Entry
  • Process & Manage Sales Tax
  • Vendor 1099 Process & Management - E-file Included
  • Forecasting & Cash Flow Review
  • Multi Company/Division Reporting
  • Train Admin Staff to Support Process Flows

Quarterly

  • Sales Tax Reporting - State & Local
  • Comprehensive Review with Accounting Manager

Annually

  • Financial Statement Integrity Review for Tax Filing


STRATEGIC

$1,247 per month*

Monthly

  • Reconciliation of Banks, Credit Cards, & Loans
  • Setup & Continued Customization of Chart of Accounts
  • Budget Entry and Reporting
  • Review of Accounts Receivables & Payables
  • Project Inventory Entry & Reporting
  • 1099 Vendor Tracking
  • HubDoc® Setup
  • Melio® Setup
  • Greenbacks (HomeDepot® & Lowes®) Setup
  • Reporting Review with Accounting Client Manager 

Weekly

  • Income/Expense Review
  • Petty Cash & Inter-company Transfer Ledger
  • HubDocs Portal Management
  • Settlement Statement/HUDs Entry
  • Process & Manage Sales Tax
  • Vendor 1099 Process & Management - E-file Included
  • Forecasting & Cash Flow Review
  • Multi Company/Division Reporting
  • Train Admin Staff to Support Process Flows

Quarterly

  • Sales Tax Reporting - State & Local
  • Comprehensive Review with Accounting Manager

Bi-Annually

  • May & November check in with Strategy Accountant

Annually

  • Financial Statement Integrity Review for Tax Filing
  • 1099-INT for Loan Payment Reporting

* Pricing is on a per company basis and requires monthly auto-pay. Additional services are available at an additional cost.

Download our Tiers of Service as a PDF document by clicking the download icon. Please complete the contact form and click the SEND button 

Tiers of Service 063023 (pdf)Download

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Utah Real Estate Accountants

8841 Redwood Road, Suite C, West Jordan, Utah 84088, United States

801-278-2700

Utah Real Estate Accountants

8841 S. Redwood Road, Suite C

West Jordan, UT 84088

(801) 278-2700


Monday - Friday: 9am - 5pm

Saturday: By appointment

Sunday: Closed

Copyright © 2025 Utah Real Estate Accountants - All Rights Reserved.

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