COMPREHENSIVE ACCOUNTING AND TAX SUPPORT FOR PROPERTY MANAGERS

Real Estate Accounting Built for Professional Property Managers

Iota Finance helps property management companies streamline accounting, automate reporting, and manage trust accounts with precision—all while integrating proactive tax strategy and fractional CFO support to fuel growth.

Tax Property managers

Get Control of the Numbers Behind Every Property

Property management moves fast — rent payments, maintenance expenses, owner draws, vendor bills, and trust reconciliations all flowing at once. For most firms, it’s not a lack of effort that causes confusion — it’s a lack of systems built for the complexity of the job.

At Iota Finance, we help property management teams get back in control. We bring together bookkeeping, accounting, tax planning, and CFO-level strategy to give you the clarity to operate efficiently and grow with confidence.

Whether you manage a handful of buildings or hundreds of doors, our goal is the same: clean financials, compliant reporting, and insight into where your business is really performing — and where it’s not.

CASE STUDY

See How A Bookkeeping & Tax Cleanup Saved These Real Estate Investors Over $730K in Taxes

When a growing real estate company came to us with a complex multi-entity structure and over 20,000 miscategorized calculations across 6+ years, we rebuilt their accounting foundation and restructured their approach—resulting in over $734,000 in tax savings. 

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OUR PROPERTY MANAGEMENT ACCOUNTING SOLUTIONS

Accounting, Tax, and Financial Systems for Property Managers

You’re managing payments, payroll, and owner reporting — all while keeping your books audit-ready. We help you build financial systems that bring order to the details and insight to your decisions.

Accounting & Bookkeeping for Property Management Firms

We handle the financial operations that keep your business organized and compliant—reconciliations, expense categorization, and owner statement preparation.

Our systems integrate seamlessly with tools like AppFolio, Buildium, Stessa, REIHub, and QuickBooks, giving you accurate, real-time visibility across every property and entity.


Tax Planning & Compliance

Taxes are a major lever for profitability. We align day-to-day accounting with proactive tax strategy—maximizing deductions, optimizing entity structures, and maintaining compliance with state and federal requirements.

From payroll and 1099s to year-end filings, we ensure every detail supports your long-term goals.



Financial Modeling & Strategic CFO Support

Our fractional CFO team helps you plan beyond this month’s close. We build cash flow forecasts, operating budgets, and growth models that show how hiring, expansion, and capital decisions impact your bottom line.

You’ll gain forward-looking insight, not just backward-looking reports.

 


Lease Accounting & Revenue Management

Your lease data drives your financials. We manage rent rolls, lease schedules, and revenue recognition to ensure every payment, escalation, and expense is properly accounted for. 

From commercial lease tracking to CAM reconciliations, our processes keep reporting clean, consistent, and audit-ready.


Risk Management & Performance Systems

As your portfolio grows, so does complexity. We strengthen internal controls, streamline owner reporting, and benchmark performance to reveal where your business is most efficient—and where profit is leaking.

The result: a property management operation that runs as professionally as the assets you manage.


FREE RESOURCE

Interactive Cost Segregation Benefit Calculator

Get an instant view of your property's tax savings potential. Enter your property details, explore different scenarios, and see exactly how much you could save with accelerated depreciation.

The interactive cost segregation calculator helps you maximize deductions, plan strategically, and make informed investment decisions.

 

COST SEGREGATION TOOL
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Build a Financial Operation That Matches the Quality of Your Portfolio

Strong property management requires more than clean books — it takes financial systems, tax strategy, and insight that scale with your business.

At Iota Finance, we help property management firms and family offices create the structure behind sustainable growth: organized accounting, intelligent reporting, and forward-looking strategy that turn complexity into clarity.

Let’s strengthen the financial side of your business.

 

RESOURCES

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