- Industries
- Real Estate
Bookkeeping, Tax & CFO Support for Real Estate & Development Teams
Financial clarity that protects every deal, maximizes every project, and saves you from costly mistakes.
Real estate moves fast. Deals, lenders, draws, cost overruns, contractors, insurance, improvements, rent rolls — everything impacts your numbers immediately. When you don’t have clean, timely financial information, you risk funding delays, missed opportunities, overpaying for projects, or making decisions based on incomplete data. And that can cost hundreds of thousands of dollars — sometimes more.
At Profit Matters, we keep your numbers clean, your projects organized, and your tax strategy proactive so you can make decisions with confidence and move quickly when opportunities appear. Real estate investors choose us because clarity protects their returns. Messy financial systems destroy them.
Financial challenges Real Estate & Development Leaders face:
Real estate and development come with a complex set of financial responsibilities:
Here’s the truth: If your numbers aren’t right, your deals, your lending relationships, your project margins, and your long-term returns aren’t right either.
How Profit Matters helps Real Estate Investors & Developers:
We build systems that protect your investments and fuel long-term portfolio growth.
Day-to-Day
Accuracy
- We keep every entity, every project, and every property clean and organized.
- Categorize all transactions correctly across multiple entities
- Track cost of improvements, materials, contractors, and soft costs
- Reconcile banks, loans, and credit lines weekly
- Record equity contributions and distributions
- Maintain clear project-specific reporting
- Clean numbers protect your deals and keep lenders happy.
- Clean numbers protect your deals and keep lenders happy.
Project Cost Tracking & Draw Support
- Projects fall apart when cost tracking falls apart. We make yours bulletproof.
- Track actuals vs budget for each development
- Capture contractor invoices quickly and accurately
- Maintain documentation required for draw requests
- Reconcile retainage, liens, and change orders
- Real-time visibility into project performance
- When you know the real numbers, you can make smart, confident decisions.
Tracking & Property Management Support
- For investors and property owners, we provide clarity across your entire portfolio.
- Rent roll tracking
- Vacancy trends
- CAM, tax, and insurance reimbursements
- Property-level profit reports
- Cash flow forecasting per entity
- You finally see which properties are performing and which ones need attention.
Payroll &
Payables
- Whether you manage crews or administrative support, we keep operations smooth.
- Payroll support for internal staff, superintendents, or maintenance teams
- Bill pay for contractors, architects, engineers, and vendors
Monthly Close
& Reporting
- Investors and developers need accurate numbers on time — every month.
- Monthly P&L, balance sheet, and cash flow reports
- Project-level reporting
- Real estate KPI dashboards
- Forecasting for debt payments, draws, and capital needs
- Entity consolidation when needed
- You always know the financial health of your entire operation.
Tax
Strategy
- Real estate has some of the most powerful tax opportunities — if planned correctly.
- Depreciation for real estate assets
- Bonus depreciation planning
- Cost segregation study coordination
- Deductions for improvements, materials, equipment, and travel
- Quarterly estimates with no surprises
- Entity structure optimization for long-term efficiency
- Your tax plan should protect your returns — not erode them.
CFO-Level
Insights
- Growth in real estate requires strategy and accurate forecasting.
- Deal analysis and scenario modeling
- Cash flow projections for multi-phase projects
- Rental income forecasting
- Expansion modeling for new developments or acquisitions
- Guidance on refinancing, 1031 exchanges, and long-term planning
- Investor reporting and communication support
- We turn your numbers into the insight you need to scale confidently.
Real Estate & Development Metrics We Track
The KPIs that matter most:
- Project profitability
- Actuals vs budget
- Actuals vs budget
- Cost escalation
- Cash runway for projects
- Debt service coverage
- Occupancy rate
- Rent roll stability
- Net operating income (NOI)
- Cash on cash return
- Return on equity
- IRR visibility
- Capital contribution vs drawdown timelines
- Capital contribution vs drawdown timelines
Most investors guess. You’ll finally know.
Client Story
A real estate developer came to Profit Matters frustrated by inconsistent project reporting and delayed draw approvals. We rebuilt their cost tracking, organized entity structures, and implemented real-time dashboards across all projects. Within 60 days, they accelerated draw approvals, caught two capital allocation errors, and identified an underperforming property that was draining cash flow. Six months later, they refinanced and expanded into a new project with confidence.
Why Real Estate & Development Teams choose Profit Matters
We understand real estate complexity. Deals, entities, draws, improvements, contractors, tenants — we manage the full picture.
All-in-one support
Books, payroll, tax planning, project tracking, and CFO strategy under one roof.
Built for scale
Whether you own one property or run a multi-entity development group, our systems grow with you.
Fun bookkeepers. Serious results.
Friendly support with elite financial clarity.
If you keep your current financial system, you keep the problems. When you upgrade, you protect your investments and your future.
See your projects clearly. Invest with confidence.
Clarity that keeps your projects profitable and protects you from costly mistakes.
FAQs for Real Estate & Development
Do you track project costs and support draw requests?
Yes — we specialize in project-level cost tracking and lender-ready documentation.
Can you manage multiple entities?
Absolutely — we keep each LLC organized and clean.
Do you provide tax prep and strategic planning?
Yes — including planning for depreciation, cost seg, and long-term efficiency.
Do you support both investors and developers?
Yes — we work with builders, flippers, investors, and multi-entity development groups.
