Your rent roll and your books should always agree.
CFO Plans handles the accounting behind property management and real estate operations, so rent rolls, CAM reconciliations, and investor reporting are accurate every month, not just at year-end.
A custom plan, built around your portfolio.
Every portfolio is structured differently, so pricing is built around the number of properties, entities, and reporting requirements you manage. We'll walk you through it on the call.
Save over 75% on staffing costs compared to hiring in-house property accountants across your portfolio.
What We're Seeing
We work with property management companies, real estate operators, and multi-entity portfolios. A few things come up often:
Rent rolls and AR aren't reconciled monthly across all properties
CAM reconciliations and utility allocations get handled manually, or fall behind
Reporting across LLCs or entities isn't consolidated, making it harder to show investors or lenders a clean picture
This is based on patterns we see across multi-property and multi-entity operators, not anything specific to your business yet.
Where We Can Help
Property-level bookkeeping segmented by unit, property, or entity
CAM accounting and utility allocation, reconciled monthly
Rent roll oversight, with AR tracked and variances flagged
Investor and lender reporting, including debt covenant and capital account statements
Cash flow and capital forecasting by property or fund
How We Work
We connect directly with the systems you already use: Yardi, AppFolio, MRI Software, and QuickBooks. No ripping out your stack.
What Clients Say
"We manage over 250 properties and thousands of vendor payments. CFO Plans handles it all without hiccups. They've become an invisible but critical part of our operation, keeping things running so our clients never see the stress behind the scenes." — Chris Jenks, President, West Star
Book 15 minutes and we'll walk through what we're seeing in your books and where the gaps likely are.