For multi-entity real estate owners and family offices
Sixty clean entity files still do not equal one useful owner view.
I help owners connect entity-level accounting, cash, debt, obligations, and reporting into a system that explains what is happening across the whole structure.
Former treasury and tax manager for a private-equity multifamily portfolio: roughly $3 billion of real estate across 45+ properties and 60+ entities. Washington-licensed CPA.
Where complexity becomes risk
The difficult part is not adding another entity. It is keeping the structure understandable.
Intercompany balances do not reconcile, so consolidation creates a second cleanup.
Property reports arrive, but cash needs and debt obligations remain scattered across files.
Distribution decisions depend on manually assembled spreadsheets that only one person understands.
The tax team, bookkeepers, operators, and owners each work from a different version of the structure.
Controller-level support
Make every entity accurate, then make the group useful.
Close architecture
Entity calendar, responsibilities, reconciliations, review standards, and a clear escalation path.
Consolidated reporting
Consistent account mapping, eliminations, entity comparisons, and an owner-level summary.
Treasury visibility
Cash by purpose, upcoming obligations, debt service, reserves, distributions, and timing.
Decision models
Scenario support for capital needs, refinancings, acquisitions, dispositions, or operating changes.
A practical boundary
This work can strengthen the team you already have.
The engagement can sit above existing bookkeepers, property accountants, tax preparers, or operating teams. It does not require replacing every provider. The first job is defining where the information breaks and who should own the repair.
Start with one break in the chain
Name the report, reconciliation, cash question, or decision that currently takes too long.
I will tell you whether the issue looks like cleanup, process implementation, recurring controller support, or a focused project.
Scope: Accounting process, management reporting, treasury visibility, and decision support. Not audit, attest, valuation, legal, investment, or securities advice. Full services disclosure.