Real Estate Developer Streamlining Finances

Background:

A real estate developer managing multiple projects lacked consolidated reporting, leading to confusion in project profitability and cash flows.

Challenge:

• No consolidated view of project finances.
• Overlapping expenses misclassified.
• Strained relations with investors due to lack of clarity.

Solution:

We introduced project-based accounting, created real-time dashboards, and automated reporting for investor updates. We also provided tax planning strategies tailored to real estate depreciation.

Results:

• Clear visibility into project-wise profitability.
• Improved investor confidence with quarterly transparent reports.
• Reduced taxable income by 22% through optimized depreciation and deductions.

Impact:

The client gained the ability to pursue larger-scale projects while maintaining investor trust, leading to securing $10M in fresh investment the following year.