Built for dealmakers.

End-to-end financial clarity for real estate professionals—from acquisition to exit.

HOW WE HELP

Real estate is complex. Between capital raises, loan draws, tenant ledgers, and tax strategy, managing the numbers can slow down your next big move.

CFO Plans gives you a full-stack finance team—bookkeeping, reporting, and fractional CFO services—so you can stay focused on your portfolio and your pipeline.

Whether you’re managing multifamily, flipping properties, or running a development firm, we help you simplify your numbers and scale your business.

How we work with you

  • Connect

    We plug into your ecosystem—AppFolio, Buildium, QuickBooks, Excel models, and CRE tools.

  • Align

    We deliver clean monthly reports, track key metrics (NOI, DSCR, IRR), and handle investor updates.

  • Advance

    We help you model acquisitions, optimize capital structure, and prepare for exits or new phases.

Core Services We Offer for Real Estate

Everything we do is designed to give you faster clarity, cleaner data, and more time for deals.

Property-Level Bookkeeping

Clean, segmented books for every asset or entity. Track income, expenses, debt, and NOI at the unit, property, or portfolio level.

Construction & Development Accounting

Track construction draws, budgets, committed costs, and WIP in real-time to stay on target.

Investor & Lender Reporting

Quarterly statements, waterfall tracking, and debt covenant reports—delivered clean and on time.

Lease & Rent Roll Oversight

We reconcile rent rolls, monitor AR, and flag any variances—commercial, residential, or triple-net.

Cash Flow & Capital Forecasting

Model your cash needs by project or fund. Plan for renovations, refis, or capital calls with no surprises.

Strategic CFO Support

Whether you’re prepping for a refinance, planning a sale, or modeling a JV, our CFOs help you make the right financial moves.

“Outsourcing was a big leap for us, but partnering with CFO Plans has been a game-changer. They’ve delivered consistent, high-quality service, scaled with our needs, and given us peace of mind—even through staff changes and growth. We finally feel like we have a reliable partner we can count on.”

— Chris Jenks, President of WestStar

Why CFO Plans for Real Estate?

With CFO Plans, your numbers match the story—and back your next move.

We know real estate.

From ground-up development to stabilized cash-flowing assets.

We scale with your portfolio.

Whether you’re operating three SFRs or $300M in mixed-use.

We keep you lender-ready and investor-confident.

Your books tell your story, so you need a partner that takes the time to get you.

With CFO Plans, you’re not guessing. You’re growing.

Real Estate Finance FAQs

  • Yes. Clean, segmented books help you understand performance at the property level and make it easier to report to investors or lenders.

  • Absolutely. We track WIP, committed costs, and lender draws so you can see where your budget stands in real time.

  • Typically: income statement, balance sheet, cash flow, capital account statement, and any updates on business plans or distributions.

  • We consolidate across LLCs or entities to provide both granular and portfolio-level views. We also help ensure compliance between operating and holding companies.

  • Yes. We prepare the pro forma models, historicals, and financial packages needed to present to lenders or buyers.

Clarity equals confidence.

Talk to our team. We’ll help you turn your financials into leverage—and your time into deals.