Real Estate Bookkeeping & Accounting for Growing Portfolios
Clean monthly books, property- and entity-level reporting, and accounting support built around the way real estate portfolios actually operate.
Built for professional real estate investors and operators managing growing portfolios.
- 15+ Years in Real Estate Finance
- Real Estate Focused
- Serving Investors Nationwide
Works with the systems you already use
Built around real estate
Your Accounting Team Should Already Understand Real Estate.
DMR isn't learning the real estate business from your books. The team works with real estate investors and operators and has hands-on experience with the operating side of the business: properties, leases, tenants, financing, investors and the decisions that come with growing a portfolio.
That context matters when you're deciding how something should be recorded, reviewing property performance, preparing for a refinance or planning ahead for taxes.
A simple first step
What Happens After You Tell Us About Your Portfolio?
Submitting the form doesn't commit you to an engagement. It simply gives DMR enough context to understand what you're dealing with and whether a conversation makes sense.
- 01
Tell Us About Your Portfolio
Share a few basics about your portfolio and where the accounting is getting difficult.
- 02
Choose a Time to Talk
After you submit, you'll have the option to choose a time that works for you.
- 03
Talk Through What's Actually Going On
DMR will learn how the portfolio is structured, where the books or reporting stand today, and what you're trying to accomplish.
- 04
Decide Whether There's a Fit
If DMR can help, you'll understand the recommended next step and can decide whether it makes sense to move forward.
As the portfolio grows
The Numbers Get Bigger. The Books Need to Get Tighter.
Once accounting starts affecting financing, investor reporting, tax planning and property-level decisions, bookkeeping can't be an afterthought.
Bookkeeping Foundation
Clean books give lenders a clearer picture of what a property is actually producing and help you stay ahead of financial requirements.
- Transaction categorization
- Reconciliations
- Mortgage principal, interest and escrow tracking
- Distributions and account activity
Property & Entity Reporting
See where income and expenses are moving, catch unusual changes and understand what each property is actually doing.
- Property-level financials
- Entity-level reporting
- Cash flow visibility
- Portfolio reporting
Clean, Tax-Ready Accounting
Principal, interest, escrow, distributions, repairs, improvements and entity activity need to land in the right place.
- Organized books
- Proper classification
- Clean records for year-round planning
- Coordination with tax needs
Advisory as Needed
When the books are current, you can make tax and financial decisions during the year instead of trying to reconstruct everything afterward.
- Forecasting
- Financing and refinancing considerations
- Tax planning
- Outsourced CFO support
What clients say
“We had 7 properties, and our books were months behind. Rent deposits weren't matched, and expenses were split across three different accounts. DMR got everything reconciled and set up so we get clean monthly reports now. For the first time, I actually know which properties are making money.”
When you need more
Accounting Is the Foundation. DMR Can Help With What Comes Next.
Accounting comes first. As your needs get more complex, the same firm can support tax and CFO-level work.
The foundation
Accounting
Clean books, monthly reporting and visibility by property, entity and portfolio.
When you need it
Tax
Real estate-focused tax preparation and planning built on current books.
When you need it
CFO / Advisory
Forecasting, financing decisions and higher-level financial insight as the portfolio grows.
Before you submit
Common Questions About Working With DMR.
Start with the portfolio
Tell Us What's Going On With Your Accounting.
If the books are getting harder to keep current, harder to trust or harder to use for decisions, give us a little context. You'll have the option to choose a time to talk with DMR next.