Experienced Real Estate Firm Accountants
We've been on the financial planning journey with many entrepreneurs - usually since they were real estate agents and brokers.
Here at Fusion CPA, we don't do things the "normal" or traditional way. We get the best results because we are willing to work smart and take financial planning to the next level. Our clients can attest to this. Many of them have grown into managers and investors of significant commercial and residential real estate holdings and developments.
Our services may start with accounting advice for real estate companies and then branch out to support their financial well-being on many levels over the long term. For the last ten years, we have helped out-of-the-box thinkers to realize their visions of accumulating capital, nurturing client relationships, and building solid communities.
Tax Planning Can Be a Game Changer
The time may have come to expand your real estate business to better secure its financial future. Congratulations! You have now progressed to the next step of your business journey. You may be overwhelmed by all the responsibility and look for accounting help. You may choose to get an outsourced accounting company for their real estate expertise and experience. But where does one go from there?
What you will also need is tax planning services from an expert. This does not mean going to a garden variety accountant. Because real estate tax regulations vary from state to state, you will need help from experts who know these laws.
As a company, we have a broad knowledge base of real estate laws and regulations. We don't just show up to your offices and teach you to save a few dollars on your tax return. Our real estate experts guide you through creating your business structure in a way that allows you to work differently.
Expert Business Advisory
Our experts can help real estate companies stand head and shoulders above their competition. With our assistance, you'll get data on your finances that allows you to become an industry leader. Once you complete your work with us, you might find that your business has become markedly different in its operations.
Scale the Smart Way with the Right Software
As a real estate entrepreneur, you need software that works for your specific business needs. As your company gets bigger and bigger, your business software will need to grow with it.
When you work with the right type of software for your needs, you can automate different business tasks. This includes automating client feedback, invoicing, following up on overdue accounts, placing listings on real estate websites, and accounting tasks.
Integrating your software isn't always the easiest of processes. Our experts can help you through this process with little risk to you as a business owner. Our real estate professionals know the ins and outs of real estate tax laws and how to integrate software for your benefit. For this reason, enlisting our help can help get your real estate company to the next level.
For more information about what our experts at Fusion CPA can do with your accounting software integration, call us. We can talk about how we can help you take your real estate company to another level.
Simplify for the future
Let our team take your business to the next level
As your business expands, you shouldn’t be caught off guard by the financial issues that arise when scaling. You need to work with people who understand that your financial goals can vary depending on many factors.
Entrepreneurship should be about more than just profits - we want to see small to medium-sized businesses thrive. Whether your main focus is to create job opportunities, be the leader in your field, or have the company culture you've always dreamed about.
Real Estate Industry Areas We Serve:
Real Estate Firm Specialized Services
- Identifying the most flexible and advantageous entity type (corporation, partnership, or limited liability company)
- Ongoing internal accounting for each individual Real Estate entity
- Tax planning and compliance for the Real Estate entities and their investors and operating managers
- Working hand in hand with your investment groups other advisors (Lawyers, Bankers, etc)
- Calculating project and ongoing development costing and profitability
- Forecast profits based on management and ownership goals
- Monitor revenue and collection patterns (Cash Flow)
- Assist with equity and profit and loss allocation strategies
- Work to establish financial reporting best practices
- Risk management (insurance strategies)
- Project management software evaluations
- Identify tax strategies for Opportunity Zone Funds