Prime Real Estate Professionals
Expert Accounting, Reporting, and Real Estate Consulting for Financial Growth
Prime Real Estate Professionals, LLC is a family owned and operated accounting services company specializing in accounting, bookkeeping, CFO, and consulting services tailored exclusively for real estate developers and operators. With a combined total of over 70 years serving real estate clients, our firm brings together seasoned professionals which enables us to deliver precision financial reporting, deep industry expertise, and strategic clarity you can trust.
Our Mission
Our mission is to empower clients with real estate-specific financial consulting that
drives smarter investment and operational decisions. Through accurate data, tailored
workflows, and proactive guidance, we help maximize cash flow, protect net worth,
and support long-term growth.
Core Services
File Setup & Organization
- Review and organize existing books and records
- Establish structured access to entity files
- Evaluate existing chart of accounts for optimization opportunities
Basic Monthly Accounting
- Set up and maintain QuickBooks—or work within your existing accounting system—to organize, update, and manage financial records with accuracy and consistency
- Classify bank and credit card transactions
- Reconcile bank and credit card accounts
- Perform catch-up or clean-up accounting as needed
- Execute monthly close procedures for debt accounts
- Provide monthly and quarterly financial reporting
Tax Support
- Prepare comprehensive tax packages tailored for CPA review, including reconciliations to internal financials and supporting documentation
- Coordinate directly with tax professionals to resolve inquiries and ensure alignment with client goals
- Help match clients with specialized real estate tax advisors to optimize strategy, ensure compliance, and maximize savings
- Connect clients with legal counsel experienced in real estate, entity structuring, and high-net-worth tax planning to support long-term objectives
Advanced Accounting & Reporting
- Develop customized financial reporting packages
- Manage vendor payments and related workflows
- Oversee investor management processes
- Track capital commitments, contributions, and distributions
- Manage K-1 distribution processes
- Field initial investor questions and coordinate with internal teams and tax accountants
- Identify, implement, and manage investor portal solutions
- Prepare audit-ready financial statements and analyses
- Produce formal financials for audit, including footnotes and investor distributions
Audit Support
- Prepare and organize information for auditors
- Coordinate directly with auditors and respond to audit-related questions
Industries We Serve
- Family Office
- Developers
- Retail
- Multi-Family
- Industrial
- Commercial
- Self Storage
- Hospitality
- Fund & Syndications