We build and maintain the financial backbone behind serious flippers, landlords, developers, syndicators, STR hosts, and more.
They treat you like a generic small business:
CapEx is recorded as an expense
No property- or project-level visibility
Construction draws are lumped into “income”
No support for investor reporting or scaling
You don’t just need clean books
you need a system that reflects how your business actually operates.”
At Summit, we don’t just categorize transactions — we engineer your back office.
We start with structure, not spreadsheets — tailoring your chart of accounts, tracking, and reports to your real estate model.
A one-time setup that includes cleanup, catch-up, and installation of your Real Estate Financial Operating System (REFO/S).
Ongoing monthly bookkeeping tailored to your niche.
We work exclusively with owner-operators — not passive investors or hobbyists.
If you’re actively building, improving, managing, or scaling real property, we’re your partner.
Project-based operators focused on resale
Builders of ground-up or major infill projects
Self-managed or PM-assisted rental portfolios
Residential and commercial general contractors
Short-term rental operators managing 3+ units
Agent-owners with teams or growing brokerages
PMs who need clean business books beyond trust accounting
Every client begins with installation of your Real Estate Financial Operating System (REFO/S)
— a proprietary bookkeeping architecture designed for active real estate businesses.
Tailored chart of accounts categories, and asset-level tracking
A monthly workflow that keeps your books clean and current
Reports by property, project, and partner that actually make sense
Even experienced operators overlook critical
This free guide breaks down:
Built by a CPA with deep real estate experience
Designed for operators managing real projects and real dollars
Fixed-scope. Flat-rate. No surprise invoices.
Built for scale not just
compliance
This isn’t for hobbyists. Summit is for those actively managing, flipping, building, or scaling real property — and who need real numbers to back real decisions