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Specialized Accounting Support for Real Estate Investors, Developers, and Construction Firms

Real Estate & Construction

Real estate and construction businesses operate with complex tax requirements, project-based accounting, and financial workflows that depend on accuracy across every stage. We provide structured accounting, tax planning, cost tracking, and reporting systems built for rental portfolios, property management companies, developers, general contractors, and subcontractors. Our approach reduces risk, strengthens financial clarity, and supports sustainable growth across both industries.

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Who We Work With

We support real estate and construction companies across investment, development, management, and project-based operations. Whether you manage rental properties, oversee development projects, or run multi-phase construction jobs, Ledger Board builds financial systems that strengthen visibility and compliance.

Real Estate Investors

We track income, expenses, depreciation, and tax implications across each property to maintain clean, investor-ready reporting.

Property Management

We manage reconciliations, tenant ledgers, escrow balances, and owner statements to support scalable property management operations.

Developers

We support development projects with cost capitalization, draw schedules, budgeting, and tax-aligned financial oversight.

Construction Companies

We provide job cost accounting, WIP reporting, and subcontractor compliance tracking for clear project-level financial visibility.

Contractors

We manage cost tracking, invoicing workflows, retainage, and documentation for contractors needing consistent and accurate reporting.

Brokers & Leasing Firms

We organize commissions, lease activity, reconciliations, and financial summaries to support accurate brokerage and leasing operations.

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Your Needs, Our Services

Real estate investors and construction companies require dependable reporting, clear cost visibility, and tax-aligned accounting systems. Below are the six core service categories we deliver, each tailored to the operational and compliance needs of real estate portfolios and construction projects.

Accounting Services

Fix Cost Tracking Gaps

We manage financial statements, reconciliations, CAPEX and maintenance tracking, job cost accounting, and property-level reporting so your financials remain clear and audit-ready.

Tax Services

Avoid Costly Tax Errors

We prepare federal, state, and local filings for real estate investors, developers, contractors, and property management companies, including depreciation schedules, passive activity rules, and construction-related tax compliance.

Payroll Services

Resolve Classification Issues

We handle payroll for crews, subcontractors, field teams, office staff, and multi-state operations with accurate tax filings, certified payroll when required, and proper worker classification.

Budgeting & Forecasting

Prevent Cash Flow Surprises

We build forecasts and budgets for rental portfolios, development projects, and construction cycles to help organizations plan for costs, revenue timing, and capital needs.

Audit Support

Eliminate Compliance Risks

We assist with IRS, payroll, insurance, and contractor compliance audits by organizing records, reconciling discrepancies, and preparing accurate, defensible documentation.

Consulting Services

Fix Workflow Inefficiencies

We guide clients on entity structure, operational controls, job costing frameworks, and financial systems that improve clarity and support long-term growth.

04. Advisory

Guide Key Decisions

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We review metrics, tax considerations, and financial trends to support investment decisions, development planning, and project execution.

03. Reporting

Increase Financial Clarity

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We manage monthly close, property-level reports, job cost updates, and statements that reflect true operational performance.

02. Compliance

Fix Documentation Gaps

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We create workflows for reconciliations, project documentation, escrow tracking, and tax-related reporting to maintain compliance and accuracy.

01. Onboarding

Remove Early Errors

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We assess books, cost records, depreciation schedules, and entity structures to establish a clean and accurate foundation.

Real estate and construction businesses require structured reporting, accurate cost tracking, and tax-aligned workflows. Our process creates clarity, reduces compliance risk, and supports informed financial decisions. We guide each client through a framework tailored to investment, property management, and project-based operations.

OUR PROCESS

Frequently Asked Questions

Real estate and construction companies face unique accounting and tax requirements across projects, properties, and entity structures. These FAQs address the most common questions from property managers, investors, developers, and contractors.

  • Yes. We prepare tax returns for investors, landlords, and real estate entities, including depreciation schedules, passive activity rules, and capital recovery. We also support multi-property portfolios and complex ownership structures. Our approach helps investors minimize tax exposure while maintaining accurate financial records.

  • Absolutely. We provide property-level reporting, rent roll analysis, escrow and deposit tracking, and reconciliations for multi-unit portfolios. Our systems help landlords and property managers maintain clean records across different buildings and ownership groups.

  • Yes. We track job costs, labor, subcontractor expenses, and work-in-progress updates to help construction companies understand project profitability. Our reporting creates transparency and supports better project planning.

  • We manage payroll for field teams, subcontractors, and administrative staff, including multi-state tax requirements and certified payroll when needed. Our workflows ensure compliance and reduce payroll-related risk.

  • Yes. We manage tenant ledgers, reconciliations, trust accounts, vendor expenses, and owner reporting. Our systems help property managers maintain accurate and compliant financial records.

  • Yes. We support entity structure decisions, depreciation planning, capital expenditure forecasting, and project-specific tax considerations. Our guidance helps reduce tax exposure throughout the development cycle.

  • Yes. We support multi-state tax filings, compliance requirements, payroll rules, and financial reporting across jurisdictions. This ensures accurate records and reduces exposure for companies expanding across state lines.

  • We use structured workflows for job cost tracking, reconciliations, and progress updates. Our reporting reflects true project performance and helps leadership make informed operational decisions.

  • Yes. We identify discrepancies, rebuild cost schedules, correct misclassifications, and restore clean property-level or project-based records. This allows organizations to regain visibility and trust their financial data.

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Strategic Approach

Our systems strengthen financial clarity and support long-term planning for investment and project-based operations.

Proven Expertise

We understand the accounting and tax requirements unique to real estate portfolios and construction projects.

Responsive Partnership

We communicate consistently and adapt to the evolving needs of real estate and construction clients.

Trust & Transparency

Every workflow emphasizes accuracy, documentation, and reliable financial oversight.

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Why Us

Real estate and construction companies depend on accurate reporting, cost visibility, and tax-aligned financial systems. We bring industry-specific expertise, structured workflows, and responsive support to every engagement.

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By the Numbers

Our structured workflows and tax-aligned accounting systems strengthen financial clarity for real estate and construction companies.

800+

Real-Estate Clients Managed

85+ Years

Combined Experience

50 States

supported nationwide

99%

Client Retention

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Testimonials

Real estate investors and construction companies rely on Ledger Board for reliable reporting, tax support, and structured financial systems.

Ledger Board transformed our property-level reporting and helped us make better decisions across our entire rental portfolio.

Michael R., Owner
Real Estate Holdings Group

Our construction company finally has clean job cost tracking and reliable WIP reporting. We can actually see profitability for each project.

Chris D., Project Director
Construction Firm

Managing multi-unit properties used to be chaotic. Ledger Board built financial systems that made our reconciliations and owner statements seamless.

Laura M., Operations Manager
Property Management Company

RECENT Insights

Explore insights on cost tracking, tax planning, property reporting, and project-based accounting.

Connect with Leaders

Meet with our leadership team to discuss your financial systems, tax strategy, and project-based reporting needs.

Strengthen Your Financial Operations

Your real estate or construction business requires accurate cost tracking, clean reporting, and tax-aligned financial workflows. We bring clarity and structure to every part of your financial operations.

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