Our Solutions
Real estate businesses need more than just bookkeeping. Complex real estate accounting requires Controller-level oversight to ensure transactions are properly classified, accounts are reconciled, and financial reporting is accurate. Our Fractional CFO services are built on this strong financial foundation to help real estate businesses make smarter business decisions, strengthen profitability, and accelerate growth.
Financial modeling, acquisition underwriting, development pro formas, financial planning & analysis (FP&A), cash flow management, investment & financing analysis, budgeting & forecasting, profitability & performance analysis, capital & liquidity strategy, strategic planning, M&A support, and executive financial advisory.
Bookkeeping and Controller-level oversight, month-end close, accounting cleanup, account reconciliations, chart of accounts design, financial reporting, AP/AR oversight, property and entity-level accounting, general ledger management, job and project cost accounting, cash management, internal controls, and journal entries.
Commercial Real Estate
Property Management
Real Estate Development
Real Estate Ownership & Investment
Construction
Top Choice for Outsourced Accounting & Fractional CFO Services in Real Estate.
Real estate finance isn't ordinary. Neither are we.
We exclusively serve the real estate industry. Our experienced team of 100+ accounting professionals understands the financial complexities of development, construction, property management, investor reporting, treasury management, and lender compliance—delivering the specialized expertise real estate businesses depend on.
OUR LEADERS
DOUGLAS KOHN, CPA
FOUNDER & CFO
20+ years of experience in finance and real estate, including leadership roles with Newmark and prominent real estate companies across New York and Florida.
ANNA KOHN, PHD
PARTNER
Finance and business leader with 20+ years of experience, including Microsoft and S&P, with deep expertise in entrepreneurship, operations, and business strategy.
DAVID KOHN, CPA
PARTNER
Former bank owner and seasoned real estate finance executive with 50+ years of experience in banking, real estate investment, financing, and financial strategy.
CONTACT
Based in Palm Beach County — one of the nation’s fastest-growing financial and business centers — Ultramar Financial provides structured financial support for real estate businesses nationwide.
+1 (561) - 247 - 5689
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