Whether he’s working with a founder planning retirement or a team looking to reinvest and expand, Jeff focuses on building long-term relationships grounded in trust, clarity, and smart decision-making. This is a hands-on Accounting Manager role supporting a complex real estate portfolio consisting of over 100 legal entities across property management, development and asset management operations. 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.
- Whether he’s guiding a real estate investor through a complex 1031 Exchange or helping a construction company maximize tax credits, Justin thrives on crafting solutions that drive long-term success.
- You don’t run your construction company to get the money run you.
- Tackle your projects with expertise and efficiency with professional consultants and skilled temporary workers, vetted based on your needs.
- Employee and contractor payroll entries with compliance and accuracy built-in.
- Our strategies are designed to improve your tax efficiency, reduce liabilities, and strengthen the financial outcomes of your real estate investments.
Real Estate Accounting Services Orange County
A quality bookkeeper saves you time and money by streamlining your financial processes and ensuring that your records are always accurate and up to date. Our employee benefit plan audit team is made up of devoted experts who have in-depth knowledge of regulations and undertake employee benefit plan audits. From industry trends to practical tools, these featured resources are here to support your growth and streamline your operations.
Accounting Assistant jobs
- Our auditing and assurance department at Orange County CPA Firm is in charge of putting together and presenting correct and pertinent financial information to the stakeholders.
- Entrata puts essential data at your fingertips to help you maximize utility expense recapture, accelerate property cash flow, and generate new ancillary revenue.
- Maria Arriola is a Principal at LSL with over 35 years of experience delivering assurance and tax services to privately held businesses, nonprofits, and employee benefit plans.
- Our clients value clear communication, timely service, and results they can rely on.
- For Pam, the real win isn’t just balancing the books, it’s giving clients the confidence to chase their big goals.
- Easily manage your military housing portfolio with one easy-to-use operating system.
She’s known for staying ahead of changing regulations and guiding her clients through the evolving landscape of Department of Labor requirements and industry best practices. You’ll see exactly where your strengths are today—and where refining your structure could drive stronger growth, better asset protection, and a higher return on investment. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Drive your initiatives forward with guidance from a nimble, relationship-based service that understands how to respond to unexpected changes.
Our Services Include
Perhaps it’s time to tackle that stubbornly persistent problem.LSL candidate tip… Mark is proud of his two Eagle Scouts and Mark was an Assistant Scoutmaster for many years. 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. As a senior assurance manager, Kiyomi oversees audit engagements and completes technical reviews of financial statements. She is proud to help others become successful, and is a high performer herself. Paula Edmonds brings a thoughtful, client-first perspective to LSL’s Tax & Advisory team, combining technical insight with a genuine desire to help people succeed. She approaches tax work with curiosity and a problem-solver’s mindset.
Fredy Hernandez is a Manager in LSL’s Assurance & Advisory—Commercial Department, where he transforms financial statements into tools business owners can actually use. He works closely with leaders to help them read the story behind their numbers and understand how those results are viewed by banks, bonding companies, and other decision-makers. Clients appreciate his calm communication style, his attention to detail, and https://www.austindailyherald.com/sponsored-content/why-real-estate-bookkeeping-is-critical-for-your-business-9247e950 his belief that a positive engagement experience matters just as much as the final report. Because the demand for real estate is closely tied to the economy and local conditions, it’s crucial to have an accounting firm that works proactively with you.
Accounting Manger
Receive monthly CFO-level reports by the 15th for future planning. Whether you’re months behind or need consistent month-end reports, we handle both cleanups and full-service monthly bookkeeping using QuickBooks Online. Finally, we handle the preparation and filing of your tax returns, ensuring full compliance with federal and state requirements. Once your return is ready, we’ll review it with you before filing it on your behalf.
Mark Zimmerman, JD, MRED, CPA
We also offer Why Real Estate Bookkeeping is Critical for Your Business Email Inbox Management, AP/AR organization, and custom reporting tailored to your business. 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.
- He has helped clients evaluate realistic business valuations, structure succession plans, work with brokers and ESOP specialists, and navigate complex sales and negotiations.
- As a CCIFP (Certified Construction Industry Financial Professional), he brings specialized insight to construction and contracting businesses, translating complicated rules into concepts clients can actually understand.
- Outside the office… Jason enjoys spending time with his family, staying active in local basketball leagues (often channeling his inner Kevin Durant), and serving in his church community.
- Marketing firms, business coaches, and fractional executives seeking clarity on project margins and cash flow.
- ELI personalizes every interaction through data contextualization made possible through an integrated data layer and cutting-edge AI models.
We specialize in Real Estate Bookkeeping, Accounting, and Tax Consulting in Orange County, CA
We’ve got you covered with monthly consolidation reports, so you can make strategic decisions for long-term success. Our strategies are designed to improve your tax efficiency, reduce liabilities, and strengthen the financial outcomes of your real estate investments. By partnering with us, you get more than just bookkeeping; you get a tool for growth that helps you navigate financial challenges, plan strategically, and make decisions that will keep your business moving forward.
Her clients often operate across multiple states, and she works closely with them to manage everything from income allocation and apportionment rules to estimated tax strategies and safe harbor thresholds. Whether it’s selecting the most advantageous entity structure, planning for business transitions, or evaluating the tax impact of a major investment, Pam brings both technical knowledge and real-world insight to the table. Maria is also a trusted advisor to manufacturing and distribution companies, offering practical insights into cost management, cash flow analysis, and the operational complexities of the industry. At Synergy Bookkeeping, we provide done-for-you bookkeeping services tailored to Orange County’s professional service firms, entrepreneurs, and mission-driven organizations. Whether you’re based in Irvine, Newport Beach, Costa Mesa, Anaheim, or Mission Viejo, we deliver accurate books, real financial clarity, and peace of mind — every month. Accurate, efficient accounting is crucial for managing real estate investments.

