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Integrated CPA services

Are you struggling with K-1 deadlines? Delivering accurate K-1s on time builds trust with LPs and encourages reinvestment. A reliable CPA helps ensure compliance and keeps your investors coming back.

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$279MM AUM

$350MM AUM

$230MM AUM

$400MM AUM

$250MM AUM

$831MM AUM

$370MM AUM

$450MM AUM

$1.4B AUM

$311MM AUM

$550MM AUM

$700MM AUM

$279MM AUM

$350MM AUM

$230MM AUM

$400MM AUM

$250MM AUM

$831MM AUM

$370MM AUM

$450MM AUM

$1.4B AUM

$311MM AUM

$550MM AUM

$700MM AUM

On-time K1s

Cash Flow Portal partners with Volant CPA, a trusted firm, to deliver integrated bookkeeping that ensures clean records, simplifying K-1 preparation. With a flawless track record — zero delayed K-1s in 2023 — Volant CPA’s success is driven by meticulous planning, not chance.

Experienced real estate CPA services

Real estate taxation is complex, and errors can be costly. With extensive experience in real estate fund accounting, our CPA partner ensures accuracy, compliance, and confidence every step of the way.

Built by GPs, for GPs

Cash Flow Portal was founded by a former GP who raised $25M for 1,000+ units. We know firsthand how critical it is to deliver accurate K-1s on time — that’s why we built an end-to-end solution to make that happen.

Confidence through compliance

LPs invest where they trust. Timely K-1s and accurate books build confidence, strengthening long-term investor relationships.

Syndications or funds — we’ve got you covered

Our CPA specializes in both syndications and funds, with experience handling SPVs, direct funds, fund of funds, and flexible funds. No matter your equity structure, connect with us to see if we're a good fit for you.

Integrations matter

Generating an accurate K-1 requires data from your cap table, distributions, ownership transfers, and PII. Our CPA partner integrates with your investor portal to fetch data and upload K-1s, saving you time and effort.

Transparent pricing

No hidden fees — get a clear, customized quote for CPA services based on your needs, with access to discounted rates. Chat with us to learn more.

About Volant CPA (formerly VSV CPA)

Volant CPA is a leading accounting firm specializing in tax consulting, compliance, and financial management for real estate professionals, investors, and firms. We provide customized strategies and expert insights to simplify real estate taxation, maximize efficiency, and drive success in an ever-evolving market.

About Kiyoshi Simon

With over a decade of specialized experience in real estate tax strategy, planning, and investment, Kiyoshi is a trusted advisor to investment firms, real estate investors, and high-net-worth individuals. His dual perspective as a CPA Tax Strategist and seasoned real estate investor makes him an invaluable resource for strategic tax planning.