Comprehensive Portfolio Accounting Services for US Businesses
For over 10 years, Whiz Consulting has worked with US real estate investors to keep portfolios compliant, profitable, and easier to manage. Backed by a team of 150+ accounting experts, our real estate accounting services take care of everything from property-level bookkeeping to consolidated reporting across your entire portfolio. We help in tracking expenses and providing clear, actionable insights that help you understand performance, reduce risk, and make smarter investment moves.
Tailored & Reliable Portfolio Accounting Services for US
Our personalized portfolio accounting services fit your business’s needs perfectly.
Managing Transactions
We handle the day-to-day flow of your portfolio, from recording rents and expenses to reconciling bank and loan accounts. Every transaction is tracked accurately, so you always have a clear picture of your portfolio’s financial health.
Technology & Process Integration
We set up and integrate accounting systems like QuickBooks, Yardi, Buildium, and more to streamline your portfolio management. With automation and real-time dashboards, you can track performance without drowning in spreadsheets.
Financial Reporting
Our team prepares detailed reports at both the property and portfolio level, giving you insights into profitability, cash flow, and performance trends. These reports are designed to be clear, actionable, and tailored to your investment goals.
Compliance & Tax Support
We ensure your accounts stay compliant with US accounting standards and IRS requirements. From depreciation schedules to 1099 preparation, we support you and your CPA to simplify tax season.
Dedicated Portfolio Accounting Services for Your Real Estate Investments
We manage the financial complexities of real estate portfolio accounting, so you can concentrate on investments with confidence.
1
Cash Flow & Budgeting
Our cash flow forecasts and budget planning help you see what’s coming, manage expenses, and plan acquisitions or disposals wisely. We also provide variance analysis so you can adjust strategies before issues arise.
2
Strategic Insights & Advisory
Beyond the numbers, we deliver insights into profitability, risk exposure, and opportunities for growth. Whether you’re restructuring or scaling, we provide data-driven advice to support smarter investment decisions.
3
Multi-Property Management
We simplify financial management across all your properties, keeping records accurate and compliant, so scaling your portfolio is smooth and stress-free.
Our Technology Partners
Empowering innovation with cutting-edge solutions designed to drive efficiency and transformation.
Why Choose Us?
Value Driven Accounting
Beyond portfolio accounting, we deliver insights that help you optimize your portfolio and make smarter, growth-based decisions.
Accounting Automation
With AI-powered automation, we offer portfolio accounting services that reduce your turnaround time significantly.
Wide Outsourcing Expertise
Backed by a decade of experience in serving the real estate industry, we bring efficient, trusted portfolio accounting solutions.
Dedicated Accountants
Work with a team that understands the unique needs of your real estate portfolio and delivers tailored support.
Real-Time Support
Get responsive answers when you need them and keep your business’s finances running seamlessly with our skilled experts!
Cost Efficiency
Outsourcing your portfolio accounting to us can cut costs significantly and boost profitability without quality compromise!
Client Testimonials
See how we've helped others achieve their financial goals with personalized solutions and expert guidance.
"Excellent work with invoicing automation and AP & AR processing. Highly recommended!"
Aaron Attwell
Director
"Excellent team to work with. Great work. Will use their service again for sure."
Jon Kontopos
Vice President
"Exceptionally understanding and competent team. A wonderful experience."
Andy Seth
CFO
"Your team has been outstanding, and we're truly grateful for the exceptional service you've provided in managing our accounting and bookkeeping. The positive outcomes and seamless interactions have been invaluable to us."
Kevin G. Gilles
Founder & CEO
"We wanted to thank you for all of the work and efforts you have completed on our behalf in assisting with the management of our accounting and bookkeeping over the last several months. We have had nothing but positive results and interactions with the Whiz team."
Christopher T. Wright
CFO
"Let me open by saying how pleased I am working with you and the team. It has been an excellent journey so far and I very much appreciate the efforts over the last year."
Kendall Schoenrock
President, SilverRock Ventures
" Love working with the team. Very reliable and responsible"
Nikolas Dimitroulakis
Co Founder
Have questions in mind? Find answers here...
Yes. Our portfolio accountants handle IRS tax compliance in all states, including property tax, CGT, and also help you accurately in line with US GAAP.
We offer transparent flat-rate pricing tailored to your business size, transaction volume, and service needs. Outsourcing portfolio accounting to us helps you save on in-house costs while gaining expert financial support.
We are a SOC 2 and ISO 27001 certified finance and accounting service provider, following strict protocols including encryption, secure logins, access controls, and routine audits, ensuring your financial data is always safe and confidential.
We use secure communication channels such as Microsoft Teams, Google Chat, email, Slack, and Zoom. As for document sharing, we rely on trusted cloud-based platforms like Google Drive, Dropbox, and OneDrive.
A dedicated real estate accountant will manage your real estate finances, giving you one reliable point of contact for all your accounting needs.
Yes. Our real estate accounting services grow with you. Whether you’re adding new properties, expanding into different asset classes, or managing a larger pool of investors, we adjust our processes and reporting to match your needs.
Once the scope of work is defined, we can onboard you within 48 hours. Our structured portfolio accounting process ensures a quick and seamless transition without disrupting your operations.
Streamline Your Finances, One Step At A Time
Let us take care of your books and make this financial year a good one.
Portfolio Accounting Services: Helping You Scale with Your Investments
At Whiz Consulting, we provide portfolio accounting services that simplify financial management for you across all your properties. Our experts handle your income tracking, expense management, reconciliations, and reports with precision to reduce human errors. With our industry-specific expertise and streamlined processes, we give you clear visibility over your portfolio’s performance while freeing your valuable resources for long-term growth.
Our portfolio accounting services help you reduce overhead by removing costs related to employee salary, benefits, and office infrastructure. With dedicated experts on your side, you can reallocate resources to property acquisition, growth, and investment strategies.
Our portfolio accounting experts are well-versed in US GAAP and real estate-specific tax codes. From consolidating multi-property financials and managing depreciation schedules to 1031 exchanges, lease accounting, and payroll for property staff, we help you comply with IRS requirements.
Our team specializes in accounting outsourcing services, covering everything from single-investor holdings to multi-entity structures. With years of experience, we deliver insights and precision that help investors and firms manage portfolios with confidence.
With over 10 years of experience, we have established efficient processes to ensure seamless onboarding, smooth data migration, and a quick transition without disrupting your day-to-day operations.
We utilize cloud-based accounting and property management systems (QuickBooks, Xero, NetSuite, Yardi, Buildium, and more), enabling automated rent roll updates and real-time dashboards, keeping your portfolio’s financials accurate and accessible.
Whether you own a few rentals or oversee a nationwide portfolio, our property management accounting services adapt to your scale. As your business grows through acquisitions, new developments, or complex multi-entity structures, you can add or adjust services easily and only pay for the support you actually need.
We are SOC 2 and ISO 27001 certified, which means your financial data is handled with the highest standards of security and confidentiality. From encrypted systems to strict access controls, we safeguard your information at every step.
