Get Clear, Confident Real Estate Accounting Services with Martin & Associates
Trusted by Real Estate Professionals to Handle the Numbers That Matter Most
Whether you're managing a multi-unit building, investing in commercial spaces, or running a growing real estate fund, Martin & Associates provides the financial clarity and compliance support you need to succeed.
Our real estate accounting services are built to support your operations at every stage – tracking expenses, maximizing tax savings, and producing reports that make decision-making easier. With deep experience across residential and commercial markets, we handle the financial side so you can focus on growing your portfolio.
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We Provide Real Estate Accounting Services For:
Residential Property Managers
Martin & Associates partners with residential property managers to handle the accounting complexity behind multi-unit buildings, co-ops, and homeowner associations. From maintaining escrow accounts to tracking repairs, managing capital improvement budgets, and ensuring timely reporting for board meetings, we manage the numbers so you can focus on property operations. Our team understands the seasonal and cyclical cash flow needs of residential properties and provides tools and guidance to help you stay ahead.
Commercial Real Estate Investors
For investors in office, retail, industrial, and mix ed-use properties, Martin & Associates delivers accounting services that help you maintain compliance, monitor returns, and prepare for future transactions. Whether you own properties individually, through partnerships, or via private equity structures, we support your operations with clean financials, budgeting, and strategic tax planning. Our team helps simplify complex ownership structures, manage depreciation schedules, and offer insight that informs buy/sell decisions.
Real Estate Investment Trusts (REITs) and Fund Managers
REITs and fund managers turn to Martin & Associates for accounting systems that scale with their portfolios. We understand the reporting obligations, investor communication needs, and compliance standards that come with operating at a higher level. From lender covenant calculations to construction draw schedules and custom financial reports, we provide the infrastructure you need to keep investors confident and regulators satisfied. Our tax and accounting strategies are designed to support fund performance across diverse holdings.
Our Real Estate Accounting Expertise
Property Accounting and Financial Reporting
We handle your day-to-day bookkeeping and create clear financial reports so you always know how your property is doing. This helps you track income, expenses, and cash flow.
Tax Planning and Compliance
We help you lower your tax bill with smart planning and make sure you meet all deadlines and CRA rules. Our team stays up to date on tax laws so you don't have to.
Escrow Account Maintenance
We manage your escrow accounts to keep funds for taxes, insurance, and other costs safe and organized. This ensures everything is paid on time and records are accurate.
Capital Improvements Budgeting
We help you plan for big upgrades like roof replacements or renovations. Our budgeting tools show you what it will cost and how to fit it into your finances.
Line of Credit Analysis
We review your credit lines to make sure you're using them in the best way. This helps you save on interest and keep your property running smoothly.
Repairs and Maintenance Tracking
We track every repair and service so you know where your money is going. This helps you stay on top of property upkeep and plan for future work.
Budgeting and Forecasting
We build budgets and forecasts so you can plan ahead and avoid surprises. This gives you a clear picture of expected income and expenses.
Board of Directors Reporting
We prepare easy-to-read reports for board meetings that show your property's financial health. These reports help with smart decisions and keep everyone informed.
Common Questions Regarding Real Estate Accounting
What are real estate accounting services?
Real estate accounting services involve tracking income and expenses for properties, preparing financial reports, managing taxes, and helping owners or managers stay on top of cash flow. These services can also include budgeting, escrow management, and tax planning for residential and commercial real estate.
How often should real estate accounting be done?
At a minimum, bookkeeping should be handled monthly, and financial reports should be reviewed quarterly. However, for active property managers and investors, weekly or bi-weekly updates may be needed to manage cash flow, upcoming payments, and unexpected repairs.
What are some strategies to improve real estate accounting?
Use accounting software that's built for real estate, separate business and personal expenses, track every repair and capital improvement, and keep records organized for tax season. Working with a CPA who specializes in real estate can also help you avoid mistakes and find savings opportunities.
Are there tax benefits to real estate accounting?
Yes. Good accounting helps you take advantage of tax deductions like depreciation, mortgage interest, and property repairs. It also helps you plan for capital gains and use strategies like 1031 exchanges or passive loss carryforwards to reduce your tax bill.
Can Martin & Associates help with both residential and commercial real estate?
Absolutely. We work with individual investors, property managers, and real estate funds across both residential and commercial markets. Our services are tailored to the needs of each client and property type.
Do I need a CPA for my rental property?
While it's not required, having a CPA can save you time and money – especially if you own multiple properties or have complex finances. A CPA helps you stay compliant, catch deductions you might miss, and plan ahead for taxes or property sales.