Vertex Accounting

Fractional CFO Services for Real Estate

Strategic financial guidance for real estate companies without the full-time cost.

230+
Property Accountants
130K+
Units Under Management
30M+
Commercial Sq. Ft.
50%
Saved vs In-House

Fractional CFO Services from Vertex Accounting

Financial Strategy

Strategic financial planning aligned with your real estate investment goals and portfolio growth.

See how it works →

Budgeting & Forecasting

Annual budgets, rolling forecasts, and scenario analysis for your real estate portfolio.

See how it works →

Cash Flow Management

Monitor and optimize cash flow across properties, entities, and funds.

See how it works →

Lender Reporting

Prepare and deliver lender-required financial reports and compliance documentation.

See how it works →

Acquisition Analysis

Financial modeling and due diligence support for new property acquisitions.

See how it works →

Investor Relations

Clear financial reporting and communication with investors and limited partners.

See how it works →

What Our Clients Say About CFO Services

“Vertex Accounting's fractional CFO service gives us strategic financial guidance without the cost of a full-time hire. Invaluable for our growing portfolio.”

Karen Mitchell

Real Estate Investor

“The budgeting and forecasting Vertex Accounting provides has transformed how we plan for portfolio growth.”

Robert Chang

Property Manager

“Vertex Accounting's lender reporting is always accurate and on time. Our lenders trust their work.”

Lisa Morgan

Developer

Frequently Asked Questions

Ready for Strategic Financial Leadership?

Schedule a call to learn how Vertex Accounting's fractional CFO services can guide your real estate financial strategy.

Schedule a Call