Real Estate Bookkeeping, AppFolio Support, CFO Strategy & Growth Systems

[Simon W.]

I help real estate investors, brokers, property management firms, developers, construction companies, syndicators, and real estate operators clean up their numbers, improve reporting, and build better systems to scale.

Most bookkeepers categorize transactions.

That is the bare minimum.

I bring a CFO-level perspective to real estate accounting, bookkeeping, operations, reporting, and business growth. That means I am not just looking at what happened in your bank feed — I am looking at how the numbers affect cash flow, tax planning, financing, investor reporting, profitability, acquisition decisions, reserves, operations, and scalability.

I have been a BiggerPockets member since January 2013, with over 1,350 posts and 650 upvotes, so I am not someone who just discovered real estate last year and decided to “serve investors.” I have been in these conversations for years — rentals, flips, BRRRRs, property management, rehabs, entities, partnerships, lending, construction, development, syndications, and scaling businesses.

Who I Help

I work with all types of real estate professionals, including:

• Buy-and-hold investors
• Short-term rental operators
• BRRRR investors
• Fix-and-flip investors
• Real estate brokers and brokerages
• Property management firms
• Construction companies
• Developers
• Syndicators
• Private lenders
• Landlords with multiple entities
• Real estate partnerships
• Growing operators who need better systems

Whether you own a few rentals, manage doors for others, run a brokerage, operate STRs, flip houses, develop projects, or raise capital, your books need to be more than “tax-ready.”

They need to be decision-ready.

What I Can Help With

Bookkeeping / Accounting

• Monthly bookkeeping
• Cleanup and catch-up work
• QuickBooks setup and cleanup
• Bank, credit card, loan, and escrow reconciliations
• Class/location/property-level tracking
• Chart of accounts structuring
• Owner draws and capital contribution tracking
• Mortgage, escrow, insurance, and loan payment allocations
• Security deposit accounting
• Trust/accounting support where applicable
• CPA/tax preparer coordination
• Financial statement preparation and review

Real Estate Investor Support

• Long-term rental reporting
• Short-term rental reporting
• Property-by-property P&L
• Flip project tracking
• Rehab budget vs. actual reporting
• BRRRR performance tracking
• Refinance/lender-ready financials
• Entity-level reporting
• Portfolio cash flow analysis
• Debt service and reserve planning
• Acquisition and hold/sell decision support

Brokerage / Property Management Support

• AppFolio experience
• Property management accounting support
• Owner statement review
• Management fee tracking
• Tenant charges and owner distributions review
• Security deposit accounting review
• Brokerage income/commission tracking
• Agent split tracking support
• Operating account cleanup
• PM company profitability reporting
• System and workflow improvement

Construction / Development Support

• Job costing
• Project budget tracking
• Draw request support
• Contractor and vendor tracking
• Work-in-progress reporting
• Development cost classification
• Construction overhead tracking
• Rehab/construction budget vs. actuals
• Capitalized cost support
• Project profitability analysis

Syndication / Investor Reporting

• Investor contribution tracking
• Capital account support
• Distribution tracking
• Preferred return tracking support
• Sponsor/promote waterfall support
• Entity-level books
• Property-level reporting
• Investor reporting packages
• Cash flow and reserve review
• Coordination with CPA/legal teams where needed

More Than Bookkeeping

The difference is simple:

A regular bookkeeper tells you what was spent.

I help you understand what the numbers mean, what needs to change, and how to build systems around the business.

That may include:

• Cleaning up messy books
• Fixing bad charts of accounts
• Separating properties properly
• Building reports by property, entity, project, or investor group
• Identifying cash flow leaks
• Improving collections and AP workflows
• Reviewing software setup
• Helping you prepare for financing
• Organizing documents and processes
• Creating systems so the business can scale without chaos

I also help clients find and use resources many people simply do not know about — tools, systems, software workflows, reporting methods, financing preparation strategies, operational shortcuts, and back-office processes that can save time, reduce confusion, and create better visibility.

Why Choose Me?

Because real estate accounting is not generic bookkeeping.

If your bookkeeper does not understand property-level reporting, AppFolio, escrow, owner distributions, rehab draws, job costing, entity structures, investor capital, syndication reporting, construction costs, brokerage commissions, property management workflows, and cash flow timing — your books may technically be “done,” but they may still be useless.

I bring:

• CFO-level thinking
• Real estate-specific accounting experience
• AppFolio familiarity
• Investor/operator mindset
• Business scaling perspective
• Bookkeeping cleanup ability
• Property, project, and entity-level reporting
• Practical knowledge from years in the BiggerPockets community
• A focus on decision-making, not just categorization

Clean books are not just for taxes.

Clean books help you:

• Scale with control
• Make better investment decisions
• Improve cash flow
• Prepare for financing
• Track true profitability
• Report to partners and investors
• Reduce CPA cleanup costs
• Understand which properties, projects, agents, or divisions are actually making money
• Stop guessing where the money went

Best Fit

I am a strong fit if you are:

• Behind on your books
• Using QuickBooks or AppFolio but not getting useful reports
• Managing multiple properties or entities
• Scaling a brokerage, property management firm, or real estate operation
• Running flips, construction, or development projects
• Raising capital or reporting to investors
• Tired of generic bookkeeping that does not understand real estate
• Looking for someone who can help with both numbers and strategy

If you want someone who understands real estate from the bookkeeping level up to the CFO/business strategy level, message me.

I can take a look at where you are now, what is broken, and what needs to be cleaned up or improved.