Bookkeeping for Real Estate Companies

Grow Smarter

Stop Closing Deals Without Knowing Your Real Profit

With accurate books and property-level financial visibility, you will finally understand which investments, deals, and revenue streams actually perform.

If you run a real estate business, your focus is on acquisitions, deals, tenants, and managing properties. The financial side often gets fragmented across spreadsheets, bank accounts, and platforms.

But when your numbers are unclear, your portfolio becomes harder to control.

You close deals without clear ROI.
You collect rent but do not see true cash flow.
You scale units while losing visibility into performance.

We work with real estate companies to bring structure to the numbers so every property and deal is backed by real financial insight.

Common Issues We Fix for Real Estate Businesses

  • Income and expenses not tracked by property or entity
  • No clear visibility into cash flow per property
  • Maintenance, repairs, and capital expenses mixed together
  • Unreconciled rent payments and property management reports
  • Confusion between operating income and true profit
  • Multiple entities and accounts with no consolidated financial view

How Our Real Estate Bookkeeping Works

Our approach is built around how real estate businesses actually operate across properties and entities.

  1. We clean up your books and structure your chart of accounts properly. So rental income, property expenses, maintenance, capital expenditures, and management fees are clearly separated.
  2. We implement property-level tracking. Each property, unit, or project is tracked so you can see true performance across your portfolio.
  3. We reconcile rent rolls and payment systems. Your books align with property management software, bank deposits, and actual cash flow.
  4. We close your books monthly with clear reporting. You will see cash flow, net operating income (NOI), expenses, and overall portfolio performance.
  5. We track the metrics that matter in real estate.

Like cash-on-cash return, operating expense ratios, vacancy impact, and debt coverage so you can make better investment decisions.

Built for Investors, Owners, and Operators

You are not running a simple business. You are managing properties, tenants, financing, and long-term investments across multiple entities and markets.

Your financial system needs to keep up with that complexity.

At PlotPath, we work with real estate investors, property managers, and real estate companies across the country. We understand rental portfolios, flips, and mixed revenue models and we build bookkeeping systems that give you clarity at both the property level and the portfolio level.

Bookkeeping

Accurate. Timely. Structured.

We maintain clean, reliable financial records so you always know where your business stands. Proper categorization, reconciliations, and reporting ensure your numbers are accurate and decision-ready every month.

Back Office Support

Operational Financial Infrastructure

We strengthen the systems behind your books, including reporting workflows, oversight processes, and internal financial coordination. Your back office runs smoothly so leadership can focus on growth.

CFO Advisory

Strategic Financial Leadership

We translate financial data into strategy. Cash flow forecasting, margin analysis, pricing guidance, and scenario planning give you forward-looking clarity without hiring a full-time CFO.

hvac bookkeeping cfo

Your Outsource CFO Team

Eric Weynand CEO

Eric Weynand

CEO

Gary Beebe PlotPath CFO

Gary Beebe

CFO

Craig Trupo PlotPath CFO

Craig Trupo

CFO

Rachel Armentor, CPA Financial Controller

Rachel Armentor

CPA Financial Controller

Let's figure out your baseline

Built for Business Owners Who Want Control

PlotPath was created for operators who are tired of guessing at their numbers. We believe financial clarity is not optional at scale. Clean books, structured back office systems, and strategic CFO guidance are the foundation of profitable growth.

But before any of that works, you need an honest baseline. The assessment gives you a clear snapshot of where your financial foundation actually stands today.

We Follow Best Practices

We use simple, proven financial systems that keep your books clean, your cash predictable, and your business protected.