Real Estate businesses have unique financial challenges: Multi-property tracking, tenant management, capital expenditure planning, cash flow timing, 1031 exchanges. BizDoc generates CFO reports that accounting professionals can use to serve real estate clients better.
Features that matter for real estate financial management.
Track the metrics that matter most for real estate businesses.
See 12-month patterns in revenue, margins, and cash flow specific to their operations.
Understand where real estate clients make and lose money.
Critical for real estate businesses with complex cash timing.
AI-generated insights tailored to their financial situation.
Professional deliverables that demonstrate your industry expertise.
Real Estate businesses face unique financial management challenges: Multi-property tracking, tenant management, capital expenditure planning, cash flow timing, 1031 exchanges.
Accounting professionals serving real estate clients need to understand these nuances and provide relevant insights — not generic financial analysis.
BizDoc generates comprehensive CFO reports from QuickBooks data. While the reports provide universal financial analysis, accounting professionals can use them as a foundation for industry-specific advisory conversations.
Specializing in real estate accounting can differentiate your firm and command premium fees. BizDoc helps you deliver sophisticated financial analysis efficiently, so you can focus on industry expertise and client relationships.