Real Estate

• The client operates within the real estate industry, which involves:
  • Property acquisition, development, leasing, and sales.
  • Management of rental income, property expenses, and financial forecasting.
  • Compliance with regional and international tax regulations.
• Specialized accounting services are essential for:
  • Tracking financial performance of properties or portfolios.
  • Managing cash flows specific to real estate transactions.
  • Ensuring accurate reporting and tax compliance.

Type of Client: Real Estate Investor

• The client is a real estate investor and founder of a real estate investment company.
• Characteristics of this client type include:
  • Involvement in large-scale property transactions with complex financial implications.
  • A need for detailed financial reporting and analysis to make informed investment decisions.
  • Dependence on accurate accounting to manage rental income, property expenses, and ROI evaluation.

Services Overview

• Meru Accounting specializes in outsourced bookkeeping, accounting, and tax preparation services.
• Key reasons why the client chose Meru Accounting:
  • High ratings and reviews online for their quality services.
  • Expertise in US accounting standards and familiarity with QuickBooks Online (QBO).
  • A robust project management approach, ensuring timely delivery with minimal edits.
• Services provided to the client:
  • Complete yearly financials, including uploading and reporting.
  • Regular updates, process reports, and effective communication through virtual meetings and Zoom calls.
  • Tailored solutions aligned with the client’s specific accounting requirements.