Real estate operators running Yardi rely on James Moore to manage their books, close on schedule, and manage investor reporting.
50+ Years
Serving Real Estate Clients
$1 Billion
Combined value of properties we provide accounting services for
$20 Million +
The amount our team has increased aggregate cash flow for our clients
Yardi Is Powerful. Most Organizations Use Half of It.
The platform handles everything from general ledger and bank reconciliations to investor distributions and CAM reconciliations. But getting it to actually do those things — correctly, on time, across multiple entities — requires accounting expertise Yardi itself doesn't supply.
Most portfolios we encounter are running the same close process they set up at go-live, against a chart of accounts that was never designed for where the portfolio is today, with modules sitting idle that could be doing meaningful work.
Built for Real Estate Operators Who Have Outgrown Their Current Accounting Function
The fractional accounting model isn't only for organizations that can't staff in-house.
It works for portfolio operators managing 10 or more properties across multiple entities, fund managers with investor reporting obligations, property management companies that have lost key Yardi knowledge to turnover, and owners who want the capabilities of a full-service CPA firm behind their financial operations.
This is the right fit if:
- You are live on Yardi Voyager or Yardi Breeze — or mid-implementation
- Your month-end close runs longer than 10 business days
- You have investor, lender, or partner reporting obligations that require accurate entity-level financials
- You manage multifamily, commercial, mixed-use, or fund structures across multiple entities
- You want accounting, tax, and assurance from the same firm — without coordinating between separate vendors
Our Experts
Daniel Roccanti, CPA
Director
Cheri Swan, CPA
Senior Manager
Christie Renaker
Tax 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
Ryan Miller, CPA
Tax Manager
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
The Property Manager's Guide to Getting the Most Out of Yardi
Most portfolios use a fraction of what Yardi can do. This guide covers the modules, configurations, and accounting practices that separate portfolios running Yardi at full capacity from those still working around it.
Yardi Outsourced Accounting
Your James Moore accounting team manages your full Yardi accounting function — configured correctly, closed on time, reported accurately.
- General ledger management and month-end close
- Bank and credit card reconciliations across all entities
- Accounts payable and receivable processing
- Financial statement preparation and investor reporting packages
- Yardi chart of accounts design and configuration review
- Budgeting, cash flow tracking, and variance analysis
Real Estate Accounting Across the Portfolio Spectrum
Experience in your asset class matters. The structures, reporting requirements, and tax implications differ significantly across real estate types.
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Multifamily
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Commercial Real Estate
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Real Estate Funds & Syndicates
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Developers
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Real Estate Investors
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Family Offices
What Our Real Estate Clients Say About Working with James Moore
"What really sets James Moore apart is their genuine care and dedication to our success. They are more than just a service provider – they are a true partner and integral part of our team. We know we can rely on them for honest, proactive advice and unwavering support."
Orianna Snook, Chief Executive Officer
Emmer Development Corp.
"One of the things I appreciate most about working with them is their responsiveness and attentiveness. They're always available when I need them, whether it's a quick phone call or a more in-depth discussion about tax strategy. They go above and beyond to ensure our needs are met and deadlines are achieved. In fact, thanks to their diligence and proactivity, we have consistently filed our tax returns and provided K-1s to our shareholders by March 15th each year, giving them ample time to complete their own filings."
Billy Gilchrist, Chief Financial & Investment Officer
ARK Holdings Group
“Their expertise in real estate and construction is unmatched, and we have complete confidence in their ability to keep us compliant and strategically positioned for success. Their responsiveness and accessibility, even outside of traditional business hours, gives us peace of mind knowing we have a trusted advisor in our corner.”
Dhvanit Patel, President/CEO
Onicx Group
"The James Moore team has been exceptional partners. Their real estate industry knowledge and sharp insights have been invaluable in helping us make informed decisions, especially when it comes to capital gains treatment and structuring deals. Their responsiveness and willingness to dive into the details give us confidence that we are always in capable hands."
Paul Holub, President
Holub Development Co.
"What we found on James Moore was more than an accountant, we found a business partner...CWH is better because of our relationship with James Moore and its people."
Rory Causseaux, PE, Chief Executive Officer
CHW, Inc.
What You Gain When Your Yardi Accounting Is Running the Way It Should
A Month-End Close That Actually Closes
Reconciliations, journal entries, and financial statement preparation on a defined, predictable schedule. Your investors and lenders know what to expect, and when.
A Platform Configured for Your Portfolio
We assess your current Yardi setup and rebuild it around how your portfolio actually operates — so the reports it generates are the ones you need, not approximations.
Investor Reporting Built Inside Yardi — Not Around It
We build the reporting infrastructure to produce entity-level investor packages, capital account statements, and distribution summaries directly from the platform.
Implementation That Doesn't Have to Be Redone
The accounting architecture decisions made in the first 90 days shape everything. We're in the room for those decisions — chart of accounts, entity mapping, integrations — from the start.
Tax, Audit, and Advisory from the Same Firm
Because your accounting team is your CPA firm, the same professionals managing your close are available for cost segregation, 1031 exchange planning, financial statement audits, and acquisition analysis. No introduction needed.
Accounting Knowledge That Stays
Staff turnover is one of the primary reasons portfolios lose Yardi knowledge. Our team is stable, experienced in your specific setup, and not going anywhere.
What to Expect from our Yardi Accounting Specialists
1. Assessment First
We review your current Yardi configuration, close process, entity structure, and reporting obligations. We identify the gaps that cost you the most and recommend the right level of engagement.
2. Defined Scope, Clear Ownership
Every engagement has a clear scope: what we own, what success looks like, and how the work connects to your broader financial operation.
3. We Get into Your System and Get to Work
System access established. Configuration reviewed. What needs rebuilding gets rebuilt. For new implementations, we're in the room for the decisions that matter most.
4. We Run Your Close — Every Month, On Schedule
Reconciliations, journal entries, financial statement preparation, investor reporting packages — delivered on a defined schedule your stakeholders can count on.
5. We Grow with Your Portfolio
Engagements scale as your portfolio does. Some clients bring functions in-house over time and we help build toward that. Others run the model for years. Either is the right answer depending on where you are.
Related Services
Real Estate Tax Planning & Compliance
Depreciation, cost segregation, 1031 exchanges, and entity structuring — applied strategically to your portfolio.
Outsourced Family Office
Designed for high-net-worth individuals and families who seek seamless, strategic financial oversight aligned with long-term goals.
Fractional CFO Services
CFO-level financial leadership for portfolios that need strategic thinking on acquisitions, debt structure, and investor relations.
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