Tailored Services for Outsourced Family Office Management
Real estate success brings complexity. And when your portfolio includes multiple properties or entities, managing wealth across generations requires more than a tax return. Our accounting services for Family Office are designed for high-net-worth individuals and families who seek seamless, strategic financial oversight aligned with long-term goals.
Whether you're building your first holdings or stewarding a multi-generational legacy, we deliver tailored solutions to support your journey.
Outsourced Accounting for Real Estate Businesses
See how outsourced accounting can simplify financial management for property owners, investors and developers. James Moore’s real estate accounting professionals deliver customized services that include bookkeeping, financial reporting, budgeting and investor support — so you can focus on growing your investments while we handle the numbers.
Our Expert Approach
Every family office is unique. That’s why we don’t offer one-size-fits-all plans; we offer partnership. Our advisors work closely with you to unify your financial, tax and operational picture into one integrated framework.
Through our multi-tiered service packages, we adapt to your stage of growth, providing exactly what you need when you need it — from entity structuring and KPI dashboards to estate planning and philanthropic strategy.
The Benefits of a Family Office Partner
Integrated Financial Management
We provide centralized oversight of your real estate, investments, and business interests to help you streamline operations and make informed decisions.
Proactive Wealth Planning
Our Family Office Plan connects your tax strategy, estate design and investment objectives. So you stay ahead of risks and aligned with your goals.
Multi-Generational Strategy
We support long-term continuity with planning and tools to transfer wealth securely, reduce tax exposure and maintain control across generations.
Explore the Services That Fit Your Goals
We offer tiered family office accounting service packages to support your financial lifecycle at every stage, from infancy to maturity.
Emerging
This package is crafted for investors who are just beginning to grow their real estate portfolio and want to start strong. The Emerging tier provides essential financial, tax, and accounting support to establish a stable foundation for long-term success.
Growth
As your portfolio expands, the Growth tier package offers the enhanced structure and strategic insight you need to scale effectively. Designed for investors managing multiple entities or properties, Growth delivers deeper financial oversight, integrated wealth planning and investor relations and reporting to help you make smarter decisions and manage increasing complexity.
Legacy
This package is built for experienced investors with complex portfolios and long-term wealth goals. Our Legacy tier delivers comprehensive support, including estate and trust planning, risk management and full family office coordination to protect and grow your legacy across generations.
Explore the options below to find the right level of support for your current needs.
Outsourced Family Office Packages
| Emerging | Growth | Legacy | |
|---|---|---|---|
| Service | For early-stage investors building their portfolio | For expanding investors managing multiple properties | For seasoned investors with complex needs. |
| Tax Compliance & Advisory | |||
| Income tax preparation (federal, state, local) | ✓ | ✓ | ✓ |
| Annual tax-planning session | ✓ | ✓ | ✓ |
| Quarterly tax projections and buy-vs-sell analyses | ✓ | ✓ | |
| General tax and business questions | ✓ | ✓ | ✓ |
| Annual entity-structuring checkup | ✓ | ||
| Finance & Accounting | |||
| Year-end accounting cleanup with tax preparation | ✓ | ✓ | ✓ |
| Outsourced bookkeeping and monthly close | ✓ | ✓ | |
| Fractional CFO office hours | X hrs/mo | XX hrs/mo | |
| Entity structuring | ✓ | ||
| CAM audit review at year-end | ✓ | ✓ | |
| KPI dashboards | ✓ | ||
| Operations | |||
| Investor-relations and quarterly reporting | ✓ | ✓ | |
| Lease administration and lease-level analytics | ✓ | ✓ | |
| Financing and capital markets support | ✓ | ✓ | |
| IT consulting | ✓ | ||
| HR outsourcing coordination (payroll, benefits, etc.) | ✓ | ||
| Quarterly family office meetings | ✓ | ||
| Financial Advising & Risk Management | |||
| Annual risk and insurance review | ✓ | ✓ | |
| Family Office Plan* creation | ✓ | ✓ | |
| Annual Meeting and plan update | ✓ | ✓ | |
| Multi-generational planning | ✓ | ||
| Full estate and trust design | ✓ | ||
| Philanthropy strategy and foundation setup | ✓ | ||
*The Family Office Plan is a personalized wealth blueprint designed to integrate your investments, real estate, business interests, cash and other assets into one cohesive plan aligned with your goals. It’s structured to help you maximize returns, minimize risk and effectively manage the tax implications of your financial decisions.
Ad Hoc Services (billed hourly or per project):
- Due diligence
- Doc stamp analysis
- Cost segregation studies
- 1031 exchanges
- Sale leaseback advisory
A Comprehensive Guide to Accounting for Real Estate Funds
Explore the fundamentals of accounting for real funds with this practical guide.
With in-depth overviews of financial statements, tax considerations and practical guidance on day-to-day management, this guide to real estate accounting covers everything you need to sharpen your fund’s financial management and reporting.
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Meet Our Real Estate Accountants & Tax Professionals
Daniel Roccanti, CPA
Director
Daniel has ten years of experience in tax accounting and consulting. As a director, he leads and supervises a team that provides tax planning, tax preparation, compliance and accounting services to the firm’s clients. Daniel’s focus is on modern innovative solutions to help each client grow and reach their aspirations.
While Daniel works with a wide range of individual and business clients, his expertise is in real estate. In addition to leading the firm’s Real Estate Services team, he is also a real estate investor himself — allowing him to bring his personal experience to the table. Daniel also has a background as an IT analyst, and he uses this knowledge to combine technology and accounting to better help his clients.
Daniel also has expertise in nonprofit tax compliance. He provides tax reporting and consulting for the firm’s nonprofit clients allowing these organizations to help better their communities. He also leads the Tallahassee office’s tax compliance and Form 990 preparation services for nonprofits.
Cheri Swan, CPA
Director
Christie Renaker
Tax Senior Manager
Craig Pegler
Tax Manager
John VanDuzer, CPA
Partner
Justyna Mueller, CPA
Partner
Kim Hardy, CPA/ABV/CFF, CVA
Director
Kyle Paxton, CPA
Director
Matt Thompson
Senior Manager
Melissa Feasel Duncan
Director
Savana Strickland, CPA
Senior Manager
Sean Sarkissian, CPA
Senior Tax Manager
Stacy Joyner, CPA
Partner
Suzanne Forbes, CPA
Chief Executive Officer
Vittoria “Torri” Heggie, CPA
Tax Manager