Real Estate Accounting,
Built for How You Actually Operate
Clean investor bookkeeping and compliant property management accounting. Two distinct services. Priced and scoped correctly from day one.
At Compass CPA, we support real estate owners and operators with accounting systems that create clarity and scale. We offer two distinct services because investor bookkeeping and property management accounting carry very different responsibilities.
INVESTOR PROPERTY BOOKKEEPING
Clean, Scalable Bookkeeping for
Real Estate Investors
Property-level reporting, reconciled monthly, and ready for tax time. Pricing that scales with your portfolio, not ahead of it.
The Real Problem
Investors do not struggle with accounting software. They struggle with visibility and confidence.
Financials that do not tie out by property
No clean CapEx tracking
Year-end scrambling for tax prep
Bookkeeping that breaks as doors increase
The Cost of Unclear Books
When your books are unclear:
Tax planning becomes reactive
Financing conversations stall
Cash flow decisions rely on guesswork
Growth creates stress instead of leverage
What's Included
Monthly transaction categorization
Bank and credit card reconciliations
Property-level P&Ls
CapEx tracking
Tax-ready year-end financials
Secure online dashboard and reporting access
What's Not Included
Trust or escrow accounting
Third-party fund handling
Property management compliance work
Clear separation protects you and keeps pricing fair.
Simple. Transparent. Scales with doors.
$50 per building per month (includes 1 door)
Doors 2–10: $15 per door
Doors 11–50: $12 per door
Doors 51+: $9 per door
Technology and reporting access: $10/month
No minimums. No bundled services you do not need.
Why Compass CPA
Real estate-focused accounting team
Property-level reporting built for decision-making
Clean handoff to tax planning and compliance
Systems designed to scale without rework
We do this every day. There is no experimentation in your books.
Get Started
We will confirm your building and door count and send next steps.
PROPERTY MANAGEMENT & TRUST ACCOUNTING
Property Management Accounting
Built for Trust and Compliance
When you manage money for others, your accounting needs controls, segregation, and reporting that stand up to scrutiny.
This Is Not Just More Doors
Property management accounting is not bookkeeping with more doors. It includes:
Fiduciary responsibility
Trust and escrow accounts
Owner-level reporting
Compliance exposure
Most accounting failures here are not technical. They are structural.
When Trust Accounting Is Under-Scoped
Owner funds are commingled
Reconciliations fall behind
Reporting errors compound
Compliance risk escalates quietly
This is where firms get into trouble.
What This Service Includes
Trust and escrow reconciliations
Compliance-ready financials
Segregation of funds
Ongoing oversight of money movement
Owner-level reporting
This service is priced differently because the risk is different.
Monthly Pricing
Door-based pricing with firm-level compliance coverage.
$20 per door per month
$100 minimum per building
$500 minimum per client
Trust Accounting Premium
$250 – $500 per month
Per property management firm, based on trust account structure, owner count, and reporting complexity.
Trust Accounting Setup
For new growing firms. One-time infrastructure & process setup.
Starting at $500
Covers up to 10 doors
Banking structure design
Operating vs trust account workflows
Controls and money movement processes
Documentation and handoff
This is not included in monthly fees.
Why Compass CPA
Deep experience with trust accounting frameworks
Clear separation between operating and fiduciary work
Engagement letters with built-in re-pricing guardrails
Systems designed to scale without compliance breakdowns
We prioritize control and clarity over shortcuts.
Request a Quote
We will review your structure and provide a scoped proposal.
Why Compass CPA?
Real estate accounting requires more than basic bookkeeping. Compass CPA is built specifically for real estate investors and property management firms that need clean financials, clear controls, and systems that scale.
Real Estate Focus
Our processes are designed around properties, doors, and ownership structures, not generic charts of accounts.
Clear Service Separation
Investor bookkeeping and property management accounting are scoped and priced separately to protect accuracy and compliance.
Compliance-First Mindset
When trust or escrow funds are involved, segregation, controls, and reconciliations come first.
Scalable Pricing
Pricing grows with your portfolio and responsibility level without forcing rework or overpaying early.
Advisory-Led Execution
We deliver reliable financials that support tax planning, financing, and informed decisions.
Ready to Get Started?
Need Help Choosing?
1
Investor Property Bookkeeping
If you own property and only need bookkeeping for your investments, this is the right fit.
2
Property Management & Trust Accounting
If you manage property or funds for others, this service is required.
Our intake process makes sure you are placed in the correct service from day one.