- About the Firm
Stonewell Co. Real Estate CPAs is a boutique accounting firm serving real estate investors, property management groups, and development firms across the East Coast. Their services include property-level bookkeeping, owner reporting, loan compliance, and year-end tax preparation for portfolios of all sizes.
The firm had grown through referrals and steady industry relationships – but so had the number of units under their watch.
- The Challenge
Managing reconciliations for over 40 rental and commercial properties, each with its own account structure, banking setup, and reporting requirements, was becoming a serious bottleneck.
While the client-facing work remained under control, the back-office workload was piling up. The partners didn’t want to hire just for reconciliations – and they didn’t want to risk errors or delays in financials that were used for audits and investor updates.
They needed experienced help that could adapt fast, follow process, and stay invisible to the end client.
- The Solution
Stonewell Co. engaged Accountably to strengthen their reconciliation process while keeping the core team focused on strategy and oversight.
Here’s how we supported them:
- The Results, Within 2 Months
With Accountably working in the background, Stonewell Co. regained control of their reconciliation workload – without hiring or reworking their internal team structure.
All properties reconciled monthly
accurately and on schedule
hours saved per month
in partner and staff time
audit-ready documentation
delivered consistently
With reconciliations handled consistently and accurately by Accountably’s team, Stonewell Co.’s internal staff was able to step away from repetitive, time-consuming tasks and refocus their attention on higher-value client services.
Partners spent more time advising on real estate portfolio strategy, preparing forward-looking budgets, and planning for year-end taxes – work that not only deepened client relationships but also opened up new revenue opportunities.
- What They Said
* We take our clients’ confidentiality seriously. While we’ve changed their names, the results are real.
- Takeaway
Real estate accounting isn’t just about volume – it’s about precision.
Accountably helps firms like Stonewell Co. stay on top of complex property reconciliations without hiring more staff or compromising speed.
Need help streamlining your reconciliations?
