Core services
Specialist services
Accounting services
Specialist service
Whether you’re managing a multi-unit building, investing in commercial spaces, or running a growing real estate fund, we provide the financial clarity and compliance support you need to succeed.
Who we help
Our real estate accounting services 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.
We handle the accounting behind multi-unit buildings, co-ops, and homeowner associations. From maintaining escrow accounts to tracking repairs, managing capital improvement budgets, and reporting on time for board meetings, we manage the numbers so you can focus on property operations.
We understand the seasonal and cyclical cash flow needs of residential properties and provide tools and guidance to help you stay ahead.
For investors in office, retail, industrial, and mixed-use properties, we deliver accounting that helps you maintain compliance, monitor returns, and prepare for future transactions. Whether you own properties individually, through partnerships, or via private equity structures, we support you with clean financials, budgeting, and strategic tax planning.
We help simplify complex ownership structures, manage depreciation schedules, and offer insight that informs buy/sell decisions.
Real estate investment trusts (REITs) and fund managers turn to us 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 to keep investors confident and regulators satisfied. Our tax and accounting strategies support fund performance across diverse holdings.
What we do
We handle your day-to-day bookkeeping and create clear financial reports, so you always know how your property is doing and can track income, expenses, and cash flow.
We help you lower your tax bill with smart planning and make sure you meet all deadlines and CRA rules. We stay up to date on tax laws so you don’t have to.
We manage your escrow accounts to keep funds for taxes, insurance, and other costs safe and organized, so everything is paid on time and records are accurate.
We help you plan for big upgrades like roof replacements or renovations. Our budgeting tools show you what they will cost and how to fit them into your finances.
We review your credit lines to make sure you’re using them in the best way, which helps you save on interest and keep your property running smoothly.
We track every repair and service, so you know where your money is going, stay on top of upkeep, and can plan for future work.
We build budgets and forecasts so you can plan ahead and avoid surprises, with a clear picture of expected income and expenses.
We prepare easy-to-read reports for board meetings that show your property’s financial health, support smart decisions, and keep everyone informed.
Martin & Associates Professional Corporation is rated 5 stars on all major review platforms, including Google, Yelp, Facebook, Angie's List, the Better Business Bureau, TaxBuzz, Thumbtack, Upwork, and Bark.
Speak to a Martin & Associates specialistFAQs
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. They can also include budgeting, escrow management, and tax planning for residential and commercial real estate.
At a minimum, bookkeeping should be done monthly and financial reports reviewed quarterly. Active property managers and investors may need weekly or biweekly updates to manage cash flow, upcoming payments, and unexpected repairs.
Use accounting software 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.
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.
Yes. We work with individual investors, property managers, and real estate funds across residential and commercial markets, and tailor our services to each client and property type.
It’s not required, but 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.
Core service
Our firm has over a decade of experience in bookkeeping for businesses ranging in size from a single owner to thousands of staff members.
Specialist service
Selling securities, real estate or cryptocurrency? We help you reduce the tax on your gains and keep more of your returns.
Core service
A disciplined, integrated approach to corporate tax requires experienced professionals who understand the distinct tax concerns of corporations and partnerships.
Specialist service
Accounting that keeps mission-driven organizations compliant and transparent, so more of your resources go to your core purpose.
Speak with a CPA now.