Outsourced Real Estate Accounting
You Handle the Management. Leave the Accounting to Us.
We help property managers & investors improve profit margins with scalable outsourced accounting: bookkeeping, tax, and lease compliance, inside the software you already use. Real estate accounting outsourcing done properly means outsourced property accounting that runs in your system, not a monthly export.
AppFolio · Yardi · Buildium · Rent Manager · Entrata · RealPage · QuickBooks · MRI
Month-End Close
Your Portfolio · by Vertex Accounting
- Bank & Credit Card Reconciliations
- Accounts Payable & Receivable
- Accruals & Prepayments
- Management Fees & Owner Draws
- Financial Review & Reporting
Vertex Accounting by the numbers
About Vertex Accounting
Built Exclusively for Real Estate
Vertex Accounting provides outsourced accounting, tax, and lease compliance services exclusively for the real estate industry.
Our team becomes an extension of your finance department, providing the people, processes, and accounting infrastructure needed to produce accurate financials, strengthen controls, and scale without building a large internal accounting team.
230+ property accounting professionals
From growing operators managing a few hundred units to institutional organizations overseeing hundreds of thousands of units and millions of square feet, Vertex Accounting is built to support real estate businesses at every stage of growth.
Accounting Experts in Your Software
We Work With Your Software
Deep expertise across every major property management accounting platform. We get accountant access to your software PMS, just like you'd provide any internal employee.
130,000+
Residential units managed
Our Services
Full-Service Real Estate Accounting
From monthly bookkeeping to tax filings and lease compliance, we handle every aspect of your real estate accounting and financial management.
- Bank & Credit Card Reconciliations
- Accounts Payables & Receivables
- Financial Reporting & Review
- Accrual & Cash Basis Financials
- Asset & Liability Tracking
- Corporate Books
- Back Books & Clean-up
- Lease Compliance & Audits
- New Property & Bank Setup
- Tax Preparation & Filings
- 1099 Filings
Our Technology
Our Technology Stack
Enterprise-grade tools unified by a proprietary AI layer to deliver faster, more accurate outsourced bookkeeping & tax services.
What feeds it
Gong
Call Recordings
ClickUp
Task & Project Mgmt
Slack
Communications
Video · Email · Calendar
Perimeter 81
Network Security
PMS
Accounting Software
Tableau
Data Analysis
Proprietary
AI Engine
Data
Data ingested across every platform, unified into one view of your books.
Automation
The repeatable work stops needing a person.
Analysis
Variances surface in the month they happen.
Efficiency
Which is why outsourcing costs less than hiring.
We invested in the tooling most accounting firms skip. Every call, task, timesheet and dashboard feeds the same engine.
How It Works
Seamless onboarding and transparent processes designed to get your outsourced real estate bookkeeping up and running fast.
Discovery
We analyze your current accounting setup, software, and reporting needs.
Onboarding
Seamless integration with your property management software and team.
Execution
Daily bookkeeping, monthly reconciliations, and financial reporting.
Growth
Scale your portfolio confidently with Vertex Accounting as your accounting backbone.
Our Team
Account Management
Every client is supported by a dedicated account management team, from VP-level oversight to hands-on bookkeepers, designed for accuracy, accountability, and seamless communication.
Vice President
Strategic oversight of your entire engagement
Tax Director
Tax strategy, preparation, and filings
Controller
Review, accuracy, and financial controls
Account Manager
Your day-to-day point of contact
Sr. Bookkeeper / Bookkeeper
Daily transactions and reconciliations
Industries We Work With
Specialized Expertise Across Every Real Estate Vertical
From property management and commercial real estate to HOAs, construction, and assisted living.
Our Team
The People Behind the Numbers
At Vertex Accounting, we believe in the power of personal connection. We're not a faceless corporation; we're a team of 230+ experienced real estate accounting professionals passionate about helping property managers and investors succeed.
Mark Kappelman, CPA, CFA
Co-Founder
“Sixteen years across accounting, operations, and real estate, including seven years at PwC and Ernst & Young, and more than $15m of real estate acquired personally.”
Adam Eatros
Co-Founder
“17 years leading operations, finance, and strategy, including 11 years as co-founder and COO of Yidio, and an active LP or GP in assets valued at over $500m.”
Sharifa Giraldo, CPA
VP Client Success (Residential PM)
“My goal is to give our clients the peace of mind that comes from knowing their financials are in expert hands.”
Will Daege
VP - Client Success (Commercial PM)
“25+ years across retail, office, industrial, and multifamily, including Portfolio Controller for The Related Companies' New York development portfolio.”
Vertex Accounting As Seen On
The firm property managers keep getting asked about
Vertex Accounting has been featured on Fox Business and Bloomberg for the way outsourced accounting is changing how property management companies scale. Watch the two-minute version of what we actually do.
“I highly recommend Vertex Accounting services. They truly are great and have helped us tremendously. I felt very comfortable giving up all my accounting responsibilities to this team. Nothing less than an amazing experience!”
Tracy Collins
Property Manager
Frequently Asked Questions
How can outsourcing my real estate bookkeeping improve my business's profit margins?
By outsourcing your bookkeeping to Vertex Accounting, you benefit from our specialized expertise and precise accounting practices, which ensure accuracy and minimize financial discrepancies. This reduces the risk of costly errors and penalties. The overall efficiency helps improve your operational margins by allowing you to reallocate resources towards growth-focused activities.
What specific real estate accounting services and tools do you use to manage my financial records?
At Vertex Accounting, we are experienced accountants across all industry-leading property management accounting software such as AppFolio, Yardi, Buildium, Rent Manager, Entrata, Real Page, QuickBooks, and MRI. These tools provide comprehensive solutions for managing financial transactions, tracking expenses, and creating reports. We get accountant access to your software PMS, just like you'd provide any internal employee.
Can you handle both residential and commercial real estate bookkeeping?
Yes, we manage the finances for over 130,000 residential units and more than 30 million commercial square feet. Our team has developed a depth of experience and tailored processes that cater effectively to both sectors. Whether you're dealing with residential properties or expansive commercial spaces, our bookkeeping services are designed to support all aspects of real estate accounting.
What kind of cost savings can I expect by outsourcing my bookkeeping?
By choosing us, you can anticipate significant cost savings. These savings come from several areas, including reduced need for in-house accounting staff, less expenditure on training and accounting software, and decreased risks of costly errors.
Can you assist with regulatory compliance and audits for real estate businesses?
Yes, regulatory compliance and preparedness for audits are fundamental components of our services. At Vertex Accounting, we ensure that all your financial practices adhere to the latest real estate regulations and standards. Our thorough and precise bookkeeping fortifies your business against compliance issues and streamlines the audit process, minimizing potential risks and penalties.
Ready to Streamline Your Accounting?
Schedule a call with our team to learn how Vertex Accounting's outsourced real estate accounting services can help you reduce costs, improve financial accuracy, and focus on growing your portfolio.