Property & Real Estate

From portfolio performance to tenant management, we know the property game needs precision. We’ll help you implement tools that track income, expenses, maintenance jobs, and occupancy in real-time, giving you a clear view of your ROI without digging through paperwork.

We can help with the following:

• Helping select property management software
• Linking rental platforms and banking to Xero
• Customising reports for yield, ROI, and void analysis
• Setting up automated invoicing and rent collection
• Training on cloud tools to manage property maintenance and repairs
• Providing solutions for service charge tracking and reporting
• Streamlining expense claims and contractor payments
• Systems integration for international landlords
• Advice on integrating bookkeeping with mortgage and legal apps

Turn bricks into bigger profits with financial leadership.

Whether you’re flipping, letting, or developing, property is a numbers game. Our fractional CFOs help you optimise your tax structure, manage risk, and make confident investment decisions – while staying aligned with your long-term portfolio vision.

How we help:

• Forecast and monitor ROI on developments or portfolios
• Identify funding gaps and prepare investor packs
• Tax planning across SPVs and group structures
• Align financial strategy with market trends
• Set KPIs for lettings, sales, or management companies

Accounts that match your portfolio.
Whether you’re managing one SPV or an entire group structure, your statutory accounts and tax returns must reflect your real cash flow, assets, and liabilities. We connect the dots between mortgage statements, rental income and lettings agents to create a complete and compliant picture.

How we help:

• File accurate statutory accounts for your SPVs or holding companies
• Complete your Corporation Tax return with property-specific reliefs
• Reconcile mortgage interest, rent and agency deductions
• Ensure correct treatment of capital vs revenue expenses
• Prepare documentation for HMRC and Companies House

Understand your portfolio. Shape your strategy.
Whether you manage one buy-to-let or a block of developments, we give you clear, reconciled management accounts that break down performance per property, helping you make the right decisions at the right time.

How we help:

• Profit & loss per property or SPV
• Mortgage interest and cost analysis
• ROI, yield, and capital gain projections
• Budget vs actual rent collection and expenses
• Seasonal cash flow forecasting
• Advanced property performance metrics and dashboards

Plan your taxes like you plan your portfolio.
Whether you’re flipping, renting, or managing developments, we help you make sense of the tax landscape – capital allowances, and company structuring included.

How we help:

• Compare personal vs. company ownership options
• Maximise capital allowances on furnished lettings and refurbishments
• Advise on SPV structuring and group tax relief
• Tax-efficient extraction of profits via dividends or pensions

Get the Numbers Right – From Rental Income to Capital Costs.
Property companies require specialist attention to differentiate revenue vs capital costs, track per-property profitability, and reconcile complex transactions. We handle the bookkeeping so you can stay investment-focused.

How we help:

• Track rental income, fees, and expenses per property
• Reconcile agent statements and mortgage accounts
• Record SDLT, legal, and finance costs accurately
• Differentiate between revenue and capital expenses
• Prepare VAT returns for SPVs and property businesses
• Prepare and submit ATED returns if SPV owns residential properties over £500k

Payroll that supports your property operation.
Whether you run a lettings agency, maintenance team, or property investment company, payroll and staff costs must be carefully managed. We help you stay compliant, accurate, and efficient.

How we help:

• PAYE for in-house and site-based staff
• Pension and HMRC submissions
• Tracking staff costs per property/project
• Support with benefit-in-kind calculations (e.g. car allowances)
• HMRC and payroll reconciliations
• Guidance on director pay and dividends

When your structure changes, make sure it’s legally sound.
Managing multiple SPVs or updating shareholders in your property group? We help you manage corporate admin and compliance without derailing your deal timelines or creating tax risks.

How we help:

• Maintain Companies House filings across your group
• Process shareholder changes and prepare relevant resolutions
• Issue dividend or share certificates
• Prepare minutes for director/shareholder decisions
• Notify Companies House of any structural or capital changes

Smart property people plan their taxes like they plan their deals.
Your personal tax situation can quickly get complicated when you have rental income, capital gains, dividend income and perhaps a directorship in a property SPV. We bring it all together to give you clarity and savings.

How we help:

• Capital gains tax planning for property disposals
• Structure advice for rental income vs trading profits
• Directors’ income planning across multiple property companies
• Inheritance and trust planning for property portfolios
• Use of TaxDash to visualise mixed-income and future sale scenarios

Own one property or a whole portfolio? We’ll sort the numbers.
Rental income, mortgage interest, capital gains, and property tax can get messy. With TaxDash, we help you track, calculate, and file your tax returns with full compliance and zero stress.

How we help:

• Register for Self-Assessment and the Non-Resident Landlord Scheme
• Track rental income and allowable expenses
• Assist with mortgage interest, service charges, and agent fees
• Handle capital gains tax on property disposals
• Use our calculators to test income planning scenarios
• Provide expert guidance with detailed landlord-focused support
• Manage interest restrictions (Section 24)