Tax Preparation & Bookkeeping

Clients love that she can turn complex tax strategies into plain English—and that she’s just as good a sounding board as she is a strategist. For Pam, the real win isn’t just balancing the books, it’s giving clients the confidence to chase their big goals. We offer a broad range of core bookkeeping services to help small businesses, such as accounts payable, accounts receivable, payroll, financial reporting, and bank reconciliation. Whether you’re a solo entrepreneur or running a growing team, accurate financial records are the foundation for smart business decisions and long-term Why Real Estate Bookkeeping is Critical for Your Business success.

Estate planning impacts of real estate ownership

• Estimate and track project costs, including materials, labor, and expenses.
• With a background in accounts payable and years of experience using systems like Oracle, Sage, and QuickBooks, I bring deep knowledge and discipline to every account I manage.
• A CPA handles more complex financial tasks, such as tax preparation, financial analysis, and strategic planning.
• We handle reconciliations, categorization, and reporting—so you can focus on running your business.
• His strength lies in helping owners plan ahead—not just to stay compliant, but to create opportunities.

California already has the highest state taxes — adding higher federal brackets is a financial double-punch. We don’t outsource overseas — your books stay with a U.S.-based team you can trust. Without up-to-date financials, decisions around hiring, expansion, or cash flow become risky guesses. Our dedicated team handles bookkeeping tasks full-time a week, granting you more free hours.

Tap into our team of professionals to super-change your real estate accounting department

• This position reports directly to the Corporate Controller and will oversee a small team while remaining actively involved in day-to-day accounting and financial reporting.
• Accurate transaction coding, reconciled accounts, and financial clarity delivered monthly.
• Entrata’s all-in-one platform brings modern property management technology to manufactured housing, tailored with industry-specific workflows.
• Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
• Paula considers it a blessing to work alongside great people and to play a part in helping clients achieve their goals.
• Share one of your own adventure stories with him.Personal… Mark is happily married to his high school sweetheart, Laurie, who still puts up with his “all things tech” obsession.

We proudly serve clients across Orange County, offering solutions that improve savings, enhance cash flow, and keep everything in line with the rules. Let us take care of the numbers so you can focus on growing your investments. Paula specializes in construction and real estate clients and enjoys digging into the details of their projects and portfolios—identifying what needs to be reported today and what can be more strategically deferred for the future. Her work often includes preparing for major transactions, coordinating cost segregation opportunities, and evaluating §263A requirements so clients understand exactly how their investments affect their tax picture.

Selecting the right entity to hold your property

Real-time tracking of income and expenses gives you a clear picture of https://www.austindailyherald.com/sponsored-content/why-real-estate-bookkeeping-is-critical-for-your-business-9247e950 where your business stands—anytime. You’ll receive occasional bookkeeping tips and updates from Synergy Bookkeeping. We understand state regulations, deduction rules, and industry-specific workflows. Accurate transaction coding, reconciled accounts, and financial clarity delivered monthly. ​Unlock enhanced efficiency and productivity by adopting our optimized workflows and refined systems in your business.

Download our FREE Guide ‘5 Must-Have Tax Strategies for Real Estate Investors to Maximize Cash Flow’

Accounting position with a premier real estate firm in Orange County. This company is growing very fast, planning on doing and IPO, and continuing YoY record growth. We are looking for an accounting leader who can be pivotal in daily functions while also helping a team grow. Real estate tax planning is more than just what we do—it’s what we’re passionate about. We’re committed to understanding the latest tax laws, market trends, and economic factors that impact your investments.

• We’ll also have quarterly meetings with you to go over these reports and help you make informed decisions based on that information.
• No fluff, no complex dashboards—just dependable service, clear communication, and financial visibility.
• This company is growing very fast, planning on doing and IPO, and continuing YoY record growth.
• This is an excellent opportunity for a CPA with real estate accounting experience who is looking to step into a leadership role with long-term career growth potential.
• He helps business owners navigate multi-state issues, property tax matters, entity decisions, due diligence, and succession planning—always tailoring solutions to each client’s personal goals.
• Accurate, efficient accounting is crucial for managing real estate investments.