Vertex Accounting

Transparent, Tailored Pricing

Every real estate company is different. We provide customized pricing based on your portfolio size, software, and service needs.

What Determines Your Price

Portfolio Size

Number of properties and units under management.

Software Platform

Which accounting software you currently use.

Service Scope

Bookkeeping only, or full-service including tax and CFO.

Complexity

Number of entities, trust structures, and reporting requirements.

Service Tiers

Choose the level of service that fits your needs. All plans include a dedicated team and access to your accounting software.

Bookkeeping

Monthly bookkeeping, reconciliations, AP/AR, and financial reporting.

  • Monthly close & reconciliation
  • Trust & corporate bookkeeping
  • AP & AR management
  • Owner distributions
  • Monthly financial reports
  • Dedicated accounting team
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Most Popular

Bookkeeping + Tax

Everything in Bookkeeping plus tax preparation and planning.

  • Everything in Bookkeeping
  • 1099 preparation & filing
  • Entity tax returns (1065, 1120)
  • K-1 preparation
  • Year-round tax planning
  • Multi-state compliance
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Full Service

Bookkeeping, tax, fractional CFO, and lease compliance.

  • Everything in Bookkeeping + Tax
  • Fractional CFO services
  • Budgeting & forecasting
  • Lease abstraction & compliance
  • CAM reconciliation
  • Lender reporting
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Ready for a Custom Quote?

Schedule a call to discuss your specific needs. We'll provide a transparent, tailored quote for your portfolio.

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