Our Services
Real Estate Solutions
Providing tailored real estate accounting services, including tax planning, financial reporting, and bookkeeping, meticulously crafted to address the ever-evolving demands of the dynamic real estate sector. With a wealth of experience across commercial assets and entity structuring, Percipio Business Advisors ensures that clients not only meet but exceed their objectives.
By leveraging our expertise, we empower our clients like investors and landlords to unlock the full potential of their property investments, optimizing cash flow and guiding them through every stage of the process with confidence and precision. Trust us to navigate the complexities of the real estate market with confidence and precision, helping you achieve optimal results and long-term success.
What We Do
Whether you’re outsourcing all your organization’s accounting functions or just a small portfolio of properties, our Percipio Business Advisors delivers tailored real estate accounting services, from bookkeeping and financial reporting dashboards to tax planning and compliance, to create a custom solution that not only meets your current needs but also evolves alongside your growth.
We are proud to serve all aspects of the real estate industry including:
- Investors and Property Owners
- Property Management Firms
- Real Estate Development Entities
- Residential and Commercial Rental Enterprises
Our Real Estate Expertise
Our real estate experts bring a proven track record of success for clients of all sizes. Whether you own multiple properties or a small portfolio, our team partners closely with investors, providing continuous, direct support.
We specialize in a broad range of real estate accounting services, including:
Single & Multi-Family Residential
Commercial Buildings
Industrial Buildings
& Warehouses
Land & Development Projects
Services We Provide
From accounting to tax planning, Percipio Business Advisors delivers real estate accounting services that give investors clarity and control. We manage bookkeeping and financial reporting and provide budgeting and forecasting to support smarter decisions. With our practical guidance on financial strategies and ongoing compliance, your property investments will be built for growth.
Our core services include:
- Outsourced Accounting Functions
- Tax Planning and Compliance
- Financial Reporting and Analysis
- Budgeting and Forecasting
How We Support Your Growth
Monthly Financial Review
Financial Dashboards
Process Review and Improvement
Software Implementation & Management
Client Staff Training and Development
Corporate Governance Document Review
Ready to get results?
National Reach
Although we’re an Omaha, Nebraska-based business, our real estate work spans the nation—from Los Angeles and New York to Dallas, Miami, and beyond. We partner with owners, investors, developers, and property managers across commercial, multi-family, industrial, and rental assets. With deep experience in real estate accounting services, tax planning, and multistate compliance, we help you structure entities, streamline reporting, and protect cash flow, so your portfolio grows with confidence.
Frequently Asked Questions
HIDDEN
What Is Real Estate Accounting?
Real estate accounting manages property and portfolio finances, handling tasks like tracking revenue and expenses. Real estate accounting services connect your books to tax strategies like depreciation optimization, cost segregation, SALT, and 1031s so owners and investors can structure entities wisely, stay compliant, and act on real-time insights.
HIDDEN
How Does Tax Planning Help Property Owners?
Tax planning helps property owners keep more of what they earn. It does this by using legal breaks, like writing off building wear-and-tear, claiming eligible expenses, timing purchases or sales. Paired with solid bookkeeping, it prevents surprises, stays compliant, and keeps cash flow steadier.
HIDDEN
How Does A 1031 Exchange Optimize My Tax Strategy?
Think of a 1031 exchange as a legal swap: you sell one investment property and buy another, and the taxes you’d normally owe after the sale are postponed. Because those taxes are deferred, more of your money goes into the next property, helping you trade up, diversify, and improve cash flow. It doesn’t erase taxes forever, but it can meaningfully boost long-term growth.
HIDDEN
Do I Need An Accountant For Rental Properties?
Yes, it’s wise to hire an accounting firm like Percipio Business Advisors to handle your rental property affairs. Rentals seem simple until you’re up against questions like what you can write off, how to treat repairs versus improvements, or how to spread building cost over time. A real estate-savvy CPA sets up clean bookkeeping, separates property and personal spending, files correctly, and plans ahead so you keep more cash after taxes. You’ll get clear reports, fewer surprises, and guidance on the right entity and future moves like refinancing or a sale. In short, professional real estate accounting services protect compliance, save time, and often pay for themselves through stronger cash flow.
HIDDEN
What Real Estate Expenses Are Tax-Deductible?
HIDDEN
What States Do You Provide Real Estate Solutions?
We provide real estate services to all 50 states:
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming