Planning & Analysis
Home
Planning & Analysis
PROFORMAS, FORECASTING, & DEAL UNDERWRITING
Bank-Ready and Investor-Ready Deal Underwriting for Real Estate Investors
Accruity builds proformas, forecasts, and bank-ready and investor-ready deal underwriting for single-family, multifamily, and specialty/construction projects backed by financial modeling you can hand directly to a lender or investor when you’re evaluating an acquisition, refinance, or capital raise.
Planning & Analysis
Deal underwriting and forecasting are where most real estate investors either win or lose a deal before it’s ever closed. Without an accurate proforma, sensitivity analysis, and a clear read on NOI, cap rate, and cash-on-cash return, it’s easy to overpay, misjudge a project’s timeline, or walk into a refinance without the numbers a lender will actually accept.
Accruity builds these models using your real transaction data (not generic templates), so you can evaluate a new acquisition, model out a construction or development project, or walk into a lender or investor conversation with numbers that hold up under scrutiny.
- Proformas & Forecasting
- Deal Underwriting – Bank-Ready and Investor-Ready (SFH, Multifamily, Specialty Projects)
- Financial Modeling & Analysis
WHAT OUR CLIENTS ARE SAYING
Real Strategy. Real Stories. Real Results.
See how Accruity’s proformas, forecasting, and deal underwriting have helped real estate investors evaluate deals with confidence and secure the financing behind their next project.
Bridge City Team
Portfoilo Owner
Crescent Retreats
“Partnering with Accruity was a game-changer for our real estate business. They helped us sharpen our goals and apply the ‘language of business’—math—to our operations.
With their insights, we now confidently navigate cash flow, predict outcomes, and make strategic decisions quickly and logically.
Accruity has been a true ally, slashing our bookkeeping costs and boosting productivity significantly. I can’t recommend them enough and have already referred others to their indispensable service.”
- Fouad Bazzi
His specialized expertise in real estate finance was a revelation, transforming how we managed our portfolio from construction to short-term rentals.
What stood out was the personalized attention and education we received— Accruity wasn’t just a service; it became an integral part of our team. They offered the dedication of an in-house CFO, crafting solutions and strategies for our unique needs, which was invaluable.”
- Society G
Their guidance on financial decisions felt tailored to our growth trajectory, and the partnership was transformative. Accruity’s commitment to understanding our business and providing targeted support instilled confidence in us, assuring that they’re invested in growing with us.
I wholeheartedly recommend Accruity for their relationship-focused approach and strategic financial insights.“
- Parker Stiles
FREQUENTLY ASKED QUESTIONS
Get Clarity on Our Services and How We Help You Succeed
Is Accruity suitable for startups and small businesses?
Absolutely. Accruity’s scalable financial solutions are designed to grow with businesses of all sizes, from startups to established enterprises, providing the right level of support at every stage.
What makes Accruity different from other bookkeeping and accounting firms?
Accruity pairs deep industry expertise in real estate and service businesses with an end-to-end financial system — bookkeeping, tax planning, back-office operations, and strategic consulting — rather than the isolated, partial services most accounting firms offer. One team covers your books, your compliance, and your growth strategy, so nothing falls through the cracks between providers.
What types of businesses does Accruity work with?
Accruity works with real estate investors, flippers, developers, portfolio owners, property managers, contractors, private lenders, and service-based businesses, including coaches and consultants. We deliver bookkeeping, accounting, cash flow management, financial reporting, and strategic support built around how these businesses actually operate, from early growth through multi-entity portfolios.
What is Accruity's approach to client satisfaction and support?
Every Accruity client works with a dedicated client success advisor who provides timely assistance and guidance throughout the engagement, so you always have a direct point of contact rather than a rotating support queue.
How can I get started with Accruity's services?
Getting started is as easy as booking a free strategy call where we’ll assess your current financials, recommend the right mix of services for your business, and guide you through onboarding, including a books cleanup first if needed, for a seamless start.
Do you handle bookkeeping across multiple LLCs or entities?
Yes, this is one of the most common needs among real estate investors we work with. We track transactions, reconciliations, and reporting separately by entity or property, then consolidate into a single portfolio view, so nothing gets blended together across your different LLCs.
Do you handle bookkeeping for house flips, developments, or construction draws?
Yes, we track flip and construction costs project-by-project, including work-in-progress (WIP) reporting and draw schedules, so you can see exactly what each project costs and what it actually earns, rather than one blended total across your whole business.
Can you help me prepare for a capital raise or a refinance conversation with a lender?
Yes, this is a core part of our strategy and execution support, from organizing the financial package a lender or investor will want to see to helping you communicate directly with them once that conversation starts.
Build Financial Clarity.
Scale with Confidence.
Your Journey to Smarter Systems and Real Growth Starts Now!
In one strategy call, we’ll help you:
- Uncover blind spots and bottlenecks in your financials
- Get crystal clear on what’s holding you back from scale
- Map out a smarter, stronger path to financial readiness
