Services

Accounting & analytics built for multifamily

Controller-level accounting and financial analysis, from property-level books through the owning entities above them.

We cover the full picture, not just one layer.

Property accounting, multi-entity structures, partner capital, distributions, consolidation across your LLCs — we work at every level ownership touches, so your numbers don’t just get recorded, they get understood. And we go a step most bookkeepers and management companies can’t: up into the entity layer, where the real ownership questions live.

Clean books are just the starting point. We turn them into financial analysis owners can act on — efficiency dashboards and KPIs, P&L and NOI review, variance analysis, and cash flow forecasts that show where the portfolio is heading, not just where it’s been. The reporting is built to answer the questions owners actually ask: what’s performing, what’s leaking, and what to do next.

We pair deep multifamily expertise with modern tools. We’re early, fluent adopters of AI and automation, and we put them to work behind the scenes — closing the books faster, catching discrepancies manual review can miss, and turning raw data into clear reporting. The judgment stays human; the technology just makes it sharper and faster.

We do multifamily and nothing else. That focus sharpens everything we deliver, from monthly close and RUBs auditing to move-in/move-out audits and owner reporting — clear books and clear answers, without the cost of a full-time finance team.

What we do

Three groups, one connected picture

Accounting and bookkeeping

Multi-entity bookkeeping and reconciliation. Accounts payable and vendor management. Accounts receivable oversight. Monthly close with full journal entries. Property-level and consolidated financial statements.

Financial analysis and advisory

Performance dashboards and KPIs. Cash flow forecasting. Variance analysis with clear recommendations. RUBs auditing and reconciliation. Move-in and move-out audits. Owner distribution calculations.

Strategic support

Monthly performance reviews. Quarterly planning. Acquisition and refinancing analysis.

What makes Phoenix different

Four things most firms can’t offer

The full picture — including the entity layer

We handle property-level accounting and go further: mortgage amortization, partner capital, distributions, depreciation, and consolidation across your LLCs — the ownership layer most bookkeepers and management companies can’t reach.

Multifamily only

This isn’t generic small-business accounting. We know RUBs, construction draws, multi-entity structures, and what actually drives NOI.

Speed is a feature

Real-time dashboards, not month-old PDFs. Fast responses, not radio silence.

A model that delivers

US-based oversight, efficient execution, and quality control on every deliverable.

What’s not included

Clear on scope

For clarity, our standard engagements don’t include tax return preparation (we coordinate with your CPA), audit or attestation services, property management or leasing, or legal and investment advice. These can be referred to trusted partners or arranged separately.

See if Phoenix is a fit

A 20-minute call is all it takes to find out.

Schedule a 20-minute call