Helping real estate investors implement clear profit visibility to grow portfolios intentionally & build a future.
No more QuickBooks frustrations
No more surprises at tax time
No more lazy money and profit blind spots
Every asset optimized, every opportunity captured
This is where you bring on a strategic financial partner to get the proper systems and processes in place. This is where you are you clear on how each property is actually performing, you can you quickly spot which asset is dragging down your returns, you know exactly when to refinance, reinvest, or let go.
Here’s what working together looks like:
We meet regularly to review your portfolio, property by property, and plan out what’s coming: acquisitions, refis, repairs, cash flow, taxes, exits. You know what’s going to happen before it happens.
No more guessing.
We don’t just work through the bookkeeping, profit insights, and cash flow planning of your business (we do, believe me!). But we also look at how to structure and plan profit so that you can build a life and legacy you want.
Want to buy back your time and stop trading hours for dollars? Want to hand your kids a portfolio, not just a college fund? Want to build a business that funds your freedom? Let’s get you there.
Every investor hits a point where clean books aren’t enough. Whether you're building momentum or already scaling, we offer the strategic financial systems to match your goals and your pace. Our monthly services are built specifically for real estate investors with a portfolio of 10 to 500 doors. Their business models are committed to growth.
Ready to get more from your accountant?
Ready for a clear view of what your profit will be, not just what it was?
Operator
starting at $497/mo
Bookkeeping at a Higher Level
For landlords who want clean books and smart summaries. You’re managing properties and cash flow - now you want clarity, clean books, and numbers that make tax time painless. We swoop in, clean up your books, and set you up with a readable view into your profitability.
Recommended for real estate investors with 10 to 100 doors and $100,000 to $500,000 annual revenue.
Includes:
Bookkeeping & monthly statements
Annual tax reporting package
Custom chart of accounts
Unlimited email access
Up to 2 discounted strategy sessions per year
Builder
$820 - $4,840 /mo
A View into the Future
For operators ready for insight, systems, and scale. You’ve got momentum. Now it’s time to make decisions with data, tighten your systems, and get proactive about strategy.
Recommended for real estate investors with 20 to 250 doors and $250,000 to $1,000,000 annual revenue.
Everything in Operator, plus:
Quarterly strategy sessions
Property-level NOI dashboard
Monthly measurement of cash-on-cash and cap rate
Monthly Cash on Cash Measurement
Investor CEO
$993 - $5,990 /mo
Expert Oversight for Growing a Portfolio
For growth-focused investors who want full visibility and strategic leadership. You are building a portfolio, a legacy, and a future. It’s time to think like a CEO, with clarity, forecasting, and systems that grow with you.
Recommended for real estate investors with 35 to 500 doors and $500,000 to $5,000,000 annual revenue.
Everything in Builder, plus:
Monthly strategy sessions
Quarterly tax package prep
Leadership on AP/AR & ayroll
Advanced Insights on Forecasting, Trend Analysis, and CapEx Analysis
For growth-focused investors who want full visibility and strategic leadership. You are building a portfolio, a legacy, and a future. It’s time to think like a CEO, with clarity, forecasting, and systems that grow with you.
Monthly Strategy Sessions
Quarterly Tax Package Prep
Leadership Oversight on AP/AR and Payroll
Advanced Insights on Forecasting, Trend Analysis, and CapEx Analysis
Recommended for real estate investors with 50 to 500 doors or $500,000 to $5,000,000 annual revenue.
For operators ready for insight, systems, and scale. You’ve got momentum. Now it’s time to make decisions with data, tighten your systems, and get proactive about strategy.
Quarterly Strategy Sessions
Property-Level NOI Dashboard
Monthly Measurement of Cap Rate
Monthly Measurement of Cash-on-Cash
Recommended for real estate investors with 20 to 250 doors or $250,000 to $1,000,000 annual revenue.
For landlords who want clean books and smart summaries. You’re managing properties and cash flow - now you want clarity, clean books, and numbers that make tax time painless. We swoop in, clean up your books, and set you up with a readable view into your profitability.
Bookkeeping & Monthly Financial Statements
Annual Tax Reporting Package
Custom Chart of Accounts for Real Estate Investors
Unlimited Email Access
Up to 2 Discounted Strategy Sessions per Year
Recommended for real estate investors with 10 to 100 doors or $100,000 to $500,000 annual revenue.
Need a dose of clarity right now? Over 2 four-hour sessions, we’ll build you a financial forecast and cashflow plan for the next 12 months of your business.
You’ll walk away with a financial roadmap for your upcoming profit goals and the confidence to make your next big business decision.
You will also have a clear idea of what you can afford to pay yourself every month.
A cram-session where we can talk through any number of issues currently facing your business.
Am I paying the lowest amount of taxes?
When should I become an S-corp?
Can you look through my QuickBooks to make sure I’m doing this right?
What’s the best small business retirement plan for me?
Am I paying myself the right amount? I should pay myself like an employee right?
✓ Am I paying the lowest amount of taxes?
✓ When should I become an S-corp?
✓ Can you look through my QuickBooks to make sure I’m doing this right?
✓ What’s the best small business retirement plan for me?
✓ Am I paying myself the right amount? I should pay myself like an employee right?
“Partnering with Insight Real Estate Accounting gave me the clarity and confidence I needed to scale my portfolio. Their deep understanding of real estate finances eliminated my tax-time anxiety and helped me make data-driven decisions for every property. I now have full visibility into performance, proactive planning for acquisitions and exits, and a trusted advisor who truly understands my goals. If you want to grow your investments with precision, this is the team you want by your side.”
Explore detailed answers to common questions about our financial performance accounting for real estate investors. Gain clarity on our process, who we serve, and how we help you make informed, confident decisions for your portfolio.
We deliver comprehensive financial analysis, transparent reporting, and ongoing strategic guidance. Our process ensures you understand each property’s performance, empowering you to make data-driven decisions, maximize returns, and plan for future growth with confidence.
We work with real estate investors managing portfolios from 10 to 500 doors. Whether you’re scaling up or refining your approach, our services are tailored to your unique needs and growth stage.
We schedule regular portfolio reviews, examining each property in detail and discussing acquisitions, refinancing, repairs, cash flow, taxes, and exit strategies. This proactive approach keeps you prepared and eliminates surprises.
We go beyond standard bookkeeping by providing actionable insights, proactive planning, and a collaborative partnership. Our focus is on aligning your portfolio’s performance with your personal wealth goals and long-term vision.
Meet the experts who bring clarity, strategy, and deep real estate insight to your investment journey. Our team partners with you to deliver actionable financial intelligence, tailored systems, and ongoing support—so you can make confident, data-driven decisions and grow your portfolio with purpose.
Stay ahead with in-depth analysis, actionable strategies, and timely updates designed for real estate investors seeking clarity, control, and growth.
Gain a deeper understanding of tax-saving opportunities specific to real estate. Prepare your portfolio for year-end with expert guidance and avoid costly surprises.
Leverage advanced tools to monitor property performance, identify trends, and make informed decisions that drive portfolio profitability.
Implement proven cash flow management techniques to balance income, expenses, and reserves—ensuring your investments support both growth and stability.
Access expert advice on scaling your holdings, from acquisitions to refinancing, so every move aligns with your long-term vision.
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Streamline your financial records for transparency and accuracy. Eliminate confusion and gain a clear view of your business’s financial health.
Discover how to structure your investments for lasting impact, supporting your personal goals and building a legacy for the next generation.
Connect with an expert
Reach out for tailored accounting support.
Weekdays, 8am–5pm ET.
Book a meeting at our office.
Discuss your portfolio in person.
