Year after year, managing your firm’s accounting feels like a never-ending cycle. From reconciling accounts and gathering documents to working with overburdened CPAs, it’s a stressful process that leaves you wondering, “Isn’t there a better way to do this?”
Now, there is. Agora’s fully integrated accounting services are here to transform your bookkeeping and tax preparation experience. Our tech-enabled, human-led solution combines powerful software with expert CPAs and bookkeepers to handle all your firm’s accounting needs—from seamless bookkeeping to K-1 preparation and delivery. With Agora, you get reliable accuracy and expert support, freeing you to focus on scaling your business.
Agora’s streamlined bookkeeping and tax services
At Agora, we know how time-consuming and complex managing real estate accounting can be, and we’re here to help. Our comprehensive real estate investment management platform, combined with our integrated accounting services is designed to make your life easier, saving you time, and ensuring that your accounting is always in order.
Bookkeeping
From initial setup to ongoing reconciliation, our expert bookkeepers handle every detail of your firm’s financial records. You’ll receive timely, accurate reports to keep your business on track.
Tax operations
With Agora’s CPAs managing your tax filings, every document is carefully handled through our Accounting Center. We take care of everything, from collecting data and documents to preparing your returns and delivering K-1s to your investors, so you can enjoy a hassle-free tax season.
The benefits of Agora’s integrated accounting services
1. Simplified preparations with data accessible on the platform
One of the most cumbersome parts of accounting is gathering and organizing data from multiple sources. Agora takes that burden off your shoulders. For existing clients, up to 70% of the necessary information and documents for tax preparation are already stored in our platform, allowing us to start the process right away. New to Agora? No worries—you can upload your previous year’s tax return and K-1s with just a few clicks, and our team takes it from there.
Our AI-powered tools further streamline the onboarding process—GPs can simply drag and drop last year’s K-1s, allowing the AI assistant to instantly extract key investor information. This makes preparing the upcoming year’s tax returns easy for your CPA, saving time and ensuring data integrity.
2. Centralized communication and collaboration
No more juggling emails and phone calls with your bookkeeper or CPA. With Agora, you can manage everything from one place. Track the status of your financials, upload documents, and communicate directly with your CPA or bookkeeper, making the entire accounting management process smooth and stress-free.
3. Expert CPAs and bookkeepers
Agora has hand-selected CPAs and bookkeepers with deep expertise in real estate accounting to ensure your financials are handled with care. Whether it’s balancing your accounts or filing your taxes, you can rest assured that your firm’s finances are in the best hands.
4. Automated K-1 delivery to investors
Stop fielding endless investor requests about their K-1s. With Agora, the delivery of K-1s is automated through the platform’s Investor Portal. We handle the entire process, ensuring your investors receive their documents on time without adding more work to your plate.
5. Save more than 50% on bookkeeping and CPA fees
Our tech-driven approach minimizes manual work, enabling us to reduce costs while upholding the highest service standards. Agora’s accounting services offer premium quality at a fraction of traditional prices.
How do Agora’s integrated accounting services work?
1. You’re assigned a dedicated CPA and bookkeeper
From day one, you’ll have a dedicated CPA and bookkeeper assigned to your account. They’ll guide you through the onboarding process and provide support throughout the year. Need more in-depth tax planning or strategic advice? Our experts can provide that, too.
2. We review your books and streamline your records
Our accounting team—your CPA and bookkeeper—ensures that your books are well-organized and ready for the upcoming tax season. By maintaining clean, accurate records, we help you avoid the hassle of messy books, making tax preparation seamless and stress-free.
3. We collect your financial data and prepare your tax returns
For existing clients, much of the required data is already within the Agora platform, so our team can start preparing your K-1s right away. New clients can quickly upload their financial documents. From there, our bookkeepers track and reconcile all transactions, providing you with regular financial statements to ensure your records are accurate and up-to-date.
4. Track progress in real-time
With Agora’s platform, you’ll have real-time access to the status of your tax filings. You can upload documents, communicate directly with your CPA or bookkeeper, and get progress updates—all in one place. And when it’s time to sign forms, you can do it digitally through the platform.
5. Let Agora handle the rest
Agora’s accounting services make tax season and monthly bookkeeping a breeze. Our CPAs file your tax returns, prepare your K-1s, and ensure that everything is delivered on time. We even follow up with investors to handle amendments, so you can focus on running your business.
Make 2025 your smoothest accounting year yet
Agora’s accounting services go beyond just tax season. Our services manage your financial records, bookkeeping, and tax filings year-round, allowing you to save time, reduce costs, and focus on scaling your real estate firm.
Ready to transform your accounting operations? Contact us today to schedule a demo and see how Agora can streamline your firm’s accounting.
