Business Details
11 Years
experience
Your Trusted Partner for Real Estate Accounting Solutions
At Cobalt, PC, we specialize in real estate-focused accounting services, combining over 30 years of industry expertise with a commitment to client success. Founded in 2015, our firm has grown steadily by prioritizing dependable, thoughtful, and friendly practices tailored to real estate investors and property managers. We offer no-fee consultations to ensure alignment with our clients' needs, emphasizing transparency through project-based pricing and unlimited communication.Our dedicated help desk provides day-to-day support for accounting, bookkeeping, and payroll needs, ensuring clients can focus on their core business. Guided by values of savvy decision-making, dependability, and growth, we empower clients to achieve financial goals while actively contributing to community development through volunteerism and advocacy. With licenses in Oregon, Montana, California, and Hawaii, we serve clients across diverse geographic markets.
Services
Advisory Services
Tax Compliance
Accounting & Payroll
Business Entity Strategy
System Implementation
Details
- Year established: 2015
Highlights and features
- We offer 30+ years of real estate accounting expertise.
- Our no-fee consultations ensure transparent partnership alignment.
- Project-based pricing guarantees no surprise costs.
- Dedicated help desk provides timely accounting and payroll support.
- Licensed professionals serving Oregon, Montana, California, and Hawaii.
Associations and certifications
- Oregon CPA Firm #2651
- Montana CPA Firm #30507
- California Out-of-State CPA Firm #OFR723
- Hawaii CPA Firm #FPTP-1240
Services
Advisory Services
Our advisory services provide strategic guidance tailored to real estate investors' financial goals. We offer best practice sessions, business entity structuring, and system implementation training. With customized reporting and tax efficiency strategies, we help clients optimize operational effectiveness and long-term growth.
Tax & Compliance
We handle business, personal, and trust tax filings while monitoring regulatory changes to ensure compliance. Our services include state/local tax returns, period-end accounting reconciliation, and audit preparation. Clients receive proactive guidance to minimize liabilities and maintain accurate financial records across all jurisdictions.
Accounting & Payroll
Full-service accounting solutions cover property management bookkeeping, weekly bill payments, and financial reporting. Our payroll management includes tax calculations, leave tracking, and timely employee payments. Periodic software reviews ensure accurate data coding and reconciliation for informed business decisions.
Business Entity Strategy
We advise on optimal business structures for tax efficiency and liability protection. Services include entity selection analysis, owner compensation strategies, and document filing coordination with attorneys. Our guidance ensures proper IRS registration and compliance with federal, state, and local regulations.
System Implementation
Custom software implementation services improve financial tracking and reporting capabilities. We provide individual/team training, actionable reporting systems, and integration solutions for property management platforms. Our goal ensures clients have accurate, real-time financial insights to support data-driven decisions.
Questions
What real estate accounting services do you specialize in?
We provide tax compliance, advisory consulting, payroll management, entity structuring, and system implementation services tailored specifically for real estate investors and property managers.
Do you offer services outside Oregon?
Yes, we hold CPA licenses in Oregon, Montana, California, and Hawaii, serving clients across these states with remote support capabilities.
How are your accounting fees structured?
Our pricing uses transparent project-based models with unlimited communication included, ensuring no surprise costs while allowing accurate budget planning.
What sets Cobalt, PC apart from other accounting firms?
Our exclusive real estate industry focus, 30+ years of experience, dedicated help desk support, and commitment to community-driven values differentiate our client-centric approach.
Can you assist with property management accounting?
Yes, we handle weekly bill payments, owner distributions, transaction coding, and financial reporting specifically for property management businesses.
