More Capacity for Your Accounting Firm.  More Time for Higher-Value Client Work.

Growing accounting firms are not short on expertise. They are short in capacity. Analytix solutions help firms clear bookkeeping backlogs, stay ahead of reconciliations, and create room for higher-value advisory work without adding permanent headcount.

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Client Success Metrics

Proven results across 1,000+ companies over 20 years
20+
Years supporting Accounting Firms
3
Flexible engagement models: white-label, collaborative, referral
500+
Reconciliation accuracy rate across client portfolios
The Real Challenge

Growth Creates Pressure Long Before It Creates Headcount

The challenge facing many accounting firms is not finding clients. It is finding enough time to serve them well.

A CAS client needs monthly reporting. Another needs cleanup work. A third calls with an advisory question. Meanwhile, reconciliations, transaction coding, and month-end reviews continue to stack up behind the scenes.

Then a wave of 1040s, 1120s, and 1065s hits the queue. Internal teams work longer hours, deadlines tighten, and growth starts creating operational strain instead of opportunity. The firms pulling ahead are creating flexible delivery capacity behind the scenes, allowing partners and managers to focus on clients, not bottlenecks.

Pain Areas

Hiring Takes Too Long
Open accounting roles stay vacant while client work continues to accumulate.
Capacity Hits a Ceiling
More clients create more work without creating additional bandwidth.
Margin Get Squeezed
Rising labor costs makes profitable growth harder to sustain.
Advisory Getting Delayed
Strategic client conversations lose priority to recurring compliance work.
Who We Serve

Built for Accounting Firms of Every Size and Specialty

We partner with firms that are serious about growth but not willing to carry the overhead risk of adding permanent
headcounts to meet demand that changes by the quarter.

Accounting
Firms

Growing faster than your team can absorb? We help you handle bookkeeping, reconciliations, write-up work, and accounting support behind the scenes.

Bookkeeping
Firms

At capacity but cannot afford to turn away new business? Gain a dedicated delivery team that works under your brand, follows your processes, and helps maintain consistency as client

Fractional CFO Practices

Strategic guidance is only as strong as the financial data behind it. Extend your engagements with a bookkeeping and accounting team that integrates seamlessly into your clients' operating environment.

EA and Tax Practices

Need additional support during tax season or help managing work that continues long after filing deadlines pass? We provide bookkeeping, cleanup, and accounting support that helps your team stay responsive without waiting months to hire.

What We Deliver

Outsourced Accounting Services Built Around the
Way Your Firm Already Works

Every accounting firm has its own processes, review standards, client expectations, and technology stack. That is where we start.
Analytix Solutions integrates into your existing workflow, helping you increase delivery capacity without disrupting
the systems your team already trusts.

Finance &
Accounting

Real-time books, strategic advisory, tax, compliance, and CFO-level support that turns your back office into a growth engine.

  • Medical Practices
  • Dental Groups
  • Physical Therapy & Rehab
  • Behavioral Health
  • Urgent Care Centers

Technology
& IT

24/7 support, cloud management, cybersecurity, and AI-enabled custom development—delivered as one seamless, scalable system.

  • Medical Practices
  • Dental Groups
  • Physical Therapy & Rehab
  • Behavioral Health
  • Urgent Care Centers

Operations &
Business Support

Admin, HR, virtual assistants, and process optimization—all integrated to reduce chaos and give your team time back.

  • Medical Practices
  • Dental Groups
  • Physical Therapy & Rehab
  • Behavioral Health
  • Urgent Care Centers

Financial Services

Modern finance, secured operations, & scalable support.

Sub Industries

  • Accounting Firms
  • Wealth Management
  • Private Equity
  • Behavioral Health
  • Family Offices

Real Estate

Admin, finance, and IT systems that scale with your portfolio.

Sub Industries

  • Property Management
  • Commercial Real Estate
  • Residential Brokerage
  • REITs
  • Leasing & Maintenance Firms

Bookkeeping and Accounting Services

Recurring bookkeeping, month-end close support, transaction processing, account maintenance, and catch-up bookkeeping services delivered under your firm's standards.

  • Monthly bookkeeping
  • Catch-up bookkeeping services
  • Transaction processing services
  • Financial statement preparation
  • Account payable and receivable support
  • Month-end and year-end close assistance

Corporate, Fund, and Investment Accounting

  • Entity and Investment Level Reporting
  • Rent Reserve Working
  • Waterfall Calculations and Accounting
  • Drawdown Working
  • Portfolio and Ownership Entries
  • Accruals and Prepayments
  • Distribution Calculations
  • Retention Account Reconciliations
  • Consolidations and Balance Sheet Reconciliations

Lease and Property
Administration

  • CAM Audit
  • CAM Year-End Reconciliation
  • Liability Change Management

Real Estate CFO and Controller Advisory

  • Controller-Level Financial Review
  • CFO Advisory for Portfolio Strategy
  • DSCR Package Preparation
  • NOI Analysis and Cash Flow Modeling
  • Investor and Board Reporting
  • Budgeting and Reforecast Support

Managed IT and Cybersecurity

  • Cloud Migration and Management
  • IT Help Desk Support (L1, L2, L3)
  • Mobile Device Management
  • Vulnerability Assessment
  • Vulnerability Assessment
  • InfoSec Awareness Programs
  • Virtualization Management

Virtual Assistant and Business Support

  • Admin and Executive Support
  • Inbox and Calendar Management
  • Meeting Preparation and Coordination
  • Business Process Outsourcing
  • Data Entry and Document Management
About Our Real Estate Practice

Property Management Accounting Built Around How Property Managers Actually Work

Property management accounting is operationally different from general business bookkeeping. Rent rolls, tenant ledger reconciliations, CAM year-end reconciliation, DSCR lender packages, and NOI reporting require accountants who understand how the property management cycle works, not generalists who are learning on the job.

Analytix delivers real estate accounting and real estate bookkeeping services to property management firms, multi-family operators, portfolio owners, and real estate investors across the United States. Our teams are pre-trained on the platforms property managers use: AppFolio, Yardi, MRI, Buildium, and Xero. We work inside your existing environment from the start.

Whether you need outsourced property management accounting across the full back office, dedicated CAM reconciliation support, controller-level review, or an RE-trained FTE team embedded within your internal accounting department, our engagement model is built to match your size and complexity.

Analytix is purpose-built for property management companies, combining RE-trained specialists, a dedicated delivery team, and CFO-level advisory in one fully managed service. We do not just handle your books. We help you run a more profitable portfolio.

3x
Faster Close Cycles
80%
Manual Entry Reduction
99.90%
Reconciled Accuracy Rate
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Overview

Clear Numbers. Strategic Insights. Scalable Support.

Build financial clarity that grows with your goals. Our accounting and bookkeeping services blend advanced technology with expert insight to deliver timely, accurate financial intelligence. From startups to established enterprises, we provide the structure and visibility needed to understand performance, identify opportunities, and manage risk with confidence.

Financial Statement Preparation & Reporting
Budgeting, Forecasting & Financial Planning
Tax Planning & Compliance Support
Payroll & Benefits Administration
Transaction Management & Data Entry
Account Reconciliations & Accuracy Checks
Accounts Payable & Receivable Tracking
Common Challenges We Solve

From First Conversation to Full Delivery in Three Easy Steps

Most property management firms do not run out of market opportunity. 

They run out of accounting capacity. These are the six points where it usually happens.

Month-end close stretching past 15 days

When tenant ledger reconciliations are still open two weeks into the next period, lender reports go out late and investor trust erodes. A consistent 5-to-8-day close cycle is achievable with the right team and process.

CAM reconciliations that are
late or inaccurate

CAM reconciliation errors become tenant disputes. Tenant disputes become legal exposure. A clean CAM process requires year-round expense tracking, current lease abstractions, and a reconciliation audit before billing runs, not after.

Lender and investor reports
that are always rushed

DSCR packages due on the 15th. Investor distributions requiring variance detail. Quarterly lender compliance submissions. Every deadline becomes a fire drill when the prior period is still open.

RE-trained accounting talent
that is hard to find

Generalist bookkeepers do not understand AppFolio. Controllers who know NOI, multi-entity consolidations, and lender covenants are expensive and hard to keep. Each departure resets institutional knowledge built over years.

Unit growth outpacing
back-office capacity

Adding 200 or 400 units should be a business milestone. When it creates accounting backlogs instead, the capacity model is the constraint, not the growth rate. Real estate bookkeeping needs to scale with the portfolio.

Owner-operators still 
managing the books

Chasing rent roll discrepancies and preparing owner reports at midnight is not a sustainable operating model. Property management accounting outsourcing gives owners back the time to run and grow the business.

Who We Work With

Real Estate Accounting Services for Every Segment of the Ownership Structure

From a 50-unit owner-operator to a fund manager with thousands of doors,
the engagement adapts to the complexity and scale of the firm.

Small Property Management Firms (50 to 500 Units)
The accounting team you cannot afford to hire in-house. RE-trained, fully dedicated, delivering clean property-level financials, owner reports, and tax-ready books every month, at 40 to 60 percent less than the cost of an internal hire.
Full Back-Office Takeover
Mid-Size PM Firms and Multi-Family Operators (500 to 2,500 Units)
A dedicated RE-specialist accounting team that knows CAM, lender reporting, and property-level CFO analysis, embedded in your systems, delivering at your standards, at the cost of one in-house hire.
RE Specialist Team
Large Portfolio Operators (2,500 Units and Above)
RE-trained accounting FTEs placed directly into your team. Your systems, your standards, your oversight, at 40 to 60 percent of the cost of a US hire, with zero recruitment, zero HR overhead, and zero key-person risk.
FTE Placement Model
Real Estate Investors and Portfolio Owners
Investors managing 5 to 30 properties who need property-level P and L, monthly NOI and cash-on-cash tracking, investor reporting, and depreciation schedules, without a full-time real estate accounting hire.
Investor Reporting
Real Estate Developers and Asset Managers
Project-level real estate accounting, drawdown working, waterfall calculations, fund reporting, and lender compliance for development-stage and stabilized assets. Delivered by a team that understands real estate finance from acquisition through disposition.
Fund and Development Accounting
CPA Firms and Real Estate Attorneys
White-label real estate bookkeeping for your property management clients. We manage the operational accounting year-round so that clean, organized books are ready for your review at year-end. Your client relationship stays yours.
White-Label Partner
Software Platform Expertise

Pre-Trained on the Property Management Software
Your Team Already Uses

Our real estate accounting teams are trained on the platforms property managers run before the engagement begins. Whether you need AppFolio bookkeeping, Yardi bookkeeping, or support across MRI, Buildium, or NetSuite, you are not paying for a learning curve.
The team is productive from week one.

Also supporting: Entrata, RealPage, Bill.com,Ramp, Tipalti, Power BI, Looker, and
Microsoft Dynamics 365.

The Process

From First Conversation to Full Delivery in Three Easy Steps

Every engagement begins with understanding how your firm already operates and identifying where additional capacity creates the greatest impact.

Capacity Discovery

Where is work getting stuck? Which tasks consume the most time? Which deliverables create recurring bottlenecks? We evaluate your workflows, software stack, review process, and service mix to identify where outsourcing support can create immediate relief.

Pilot Project

Before expanding the engagement, we complete a real project using your processes, timelines, and expectations. You evaluate communication, quality, responsiveness, and turnaround time. Adjustments needed? We make them. Ready to scale? We move forward together.

Flexible Scaling

Capacity needs change throughout the year. Your dedicated team scales up during busy seasons, supports growth initiatives as demand increases, and flexes back when workloads normalize. No lengthy hiring cycles. No fixed staffing commitments. Just the support you need, when you need it.

Client Feedback

What Property Management Operators Say
About Working With Analytix

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I want to acknowledge the outstanding work of our lead accountant and team leader from Analytix. Their ability to quickly understand our processes and challenges has been genuinely impressive. They consistently deliver proactive, practical solutions, and their Excel skills and problem-solving ability have been exceptional. Their initiative and clear communication set a strong standard for the whole team. We are grateful to have them as an extended part of our organization.

Accounting Director
Leading Real Estate and Property
Management Company, United States
Why Analytix

Built for Accounting Firms That Need More Than Extra Hands

Anyone can offer capacity. The difference is whether that capacity improves quality, protects client relationships, and creates room for growth.
That's where Analytix stands apart.

One partner. Multiple services.

From bookkeeping and tax preparation outsourcing to controller and CFO support, firms gain access to a complete accounting delivery ecosystem through a single relationship.

Accounting professionals only.

Work is handled by CPAs, CAs, MBAs, and experienced accounting specialists who understand accounting workflows, review standards, and client expectations.

Capacity that flexes.

Need more support during tax season? Expanding a CAS practice? Bringing on new clients? Capacity adjusts with demand instead of locking you into fixed staffing costs.

Security you can defend.

SOC 2 compliant. ISO 27001 certified. Encrypted file sharing and documented controls that help support client security requirements and due diligence requests.

Onboarding without disruption.

No need to rebuild workflows or retrain teams. Engagements are designed around the systems, processes, and review structures already in place.

Two decades of experience.

Adding 500 units does not require a six-week recruiting process. Your property management accounting capacity scales when your portfolio does. The hiring overhead stays on our side.

Frequently Asked Questions

Questions About Outsourced Real Estate Accounting and Property Management Bookkeeping

1.

What does outsourced property management accounting include?

Outsourced property management accounting covers accounts payable, accounts receivable, month-end close, bank and tenant ledger reconciliations, owner and lender reporting, budgeting, and forecasting. Analytix also includes CAM reconciliation, lease administration, and CFO or controller advisory as part of the same engagement, depending on the scope you need.

2.

How does CAM reconciliation work and why does it matter?

CAM reconciliation compares the estimated Common Area Maintenance charges billed to tenants throughout the year against actual operating expenses. If actual costs are higher than the estimate, tenants owe the difference. If lower, tenants receive a credit. Errors in CAM reconciliation can produce tenant disputes and legal exposure, which is why accuracy and lease-specific application of inclusions, exclusions, and caps is critical.

3.

How quickly can an outsourced real estate accounting team start in our system?

Analytix teams are pre-trained on AppFolio, Yardi, MRI, Buildium, Xero, and QuickBooks before the engagement begins. Most property management clients are fully operational within two to three weeks of the onboarding call. There is no ramp-up fee and no learning curve charged to you.

4.

We operate inside your AppFolio, Yardi, MRI, or Buildium environment. No separate portal. No data migration. Your team retains full visibility and control throughout the engagement.

We work with property management firms managing 50 units and above. The primary service range covers 50 to 2,500 units. For larger portfolios above 2,500 units, a dedicated FTE placement model is available where RE-trained accountants are embedded directly within your internal team under your oversight and management."

5.

Can real estate accounting outsourcing support lender reporting and DSCR deadlines?

Yes. Lender reporting, DSCR package preparation, NOI summaries, variance reports, and investor distribution calculations are standard deliverables. We structure delivery around your specific reporting calendar and lender covenants, not a generic schedule.

6.

How is financial data protected when working with an outsourced real estate bookkeeping firm?

Analytix maintains enterprise-grade cybersecurity protocols across all client engagements, including vulnerability assessments, penetration testing, cloud security management, and InfoSec awareness programs. The firm is AICPA SOC compliant and ISOQAR/UKAS certified.

7.

Do you provide AppFolio bookkeeping and Yardi bookkeeping services?

Yes. Analytix provides AppFoliobookkeeping, Yardi bookkeeping, and real estate accounting across all majorproperty management platforms including AppFolio, Yardi Voyager and Breeze, MRISoftware, Buildium, Xero, NetSuite, Sage Intacct, and QuickBooks Online. Wework directly inside your existing environment. No data migration, no separateportal, and no time spent training us on your software.

Get in touch

Ready to Hand Off the Property Accounting Function?

Book a free real estate accounting audit. We will review your current setup, identify the gaps, and walk you through what an embedded property management accounting team looks like inside your system.