Our Journey
We’ve enjoyed steady growth since our founding in 2015. Our team accomplished this through dependable, thoughtful, and friendly accounting practices, all focused on an industry we know well, real estate. Our focus and loyal long-term client relationships have enabled us to become a trusted name and thought leader in our community. Come say hello and learn how easy real estate finances can be when we’re on your side.
$50M
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Accounting With Purpose
Our Mission
We enable real estate owners, investors, and managers to achieve their financial and professional goals through innovative, accessible, and thoughtful accounting solutions.
Our Vision
Our vision is to empower individuals and businesses to achieve financial freedom and prosperity. We envision a future where everyone has access to the tools, resources, and guidance needed to make informed financial decisions and achieve their long-term goals. Our vision drives everything we do – from providing expert financial advice and innovative solutions to fostering a culture of trust, integrity, and excellence. We strive to be a trusted partner.
Our Ideology
Progressive Mindset
We encourage our team of unique individuals to listen with open minds, to learn with intent, and to act with integrity. Together, we can create a brighter future.
Community Involvement
We champion the power of teamwork within our workplace and community. We work to engage and give back through volunteerism, financial support, and by standing up for our beliefs.
Smart Strategy, Easy Collaboration
When it comes to complex financial management, you need more than just an accountant, you need a strategic partner. Here’s why Cobalt stands out:
Complexity Connoisseurs
We love the challenge of complex portfolios and know how to turn them into opportunities.
Trusted & Connected
We’re proud to be recognized in the industry and engaged in our communities, bringing you insights backed by experience and credibility.
Legally Savvy
(Tad Nerdy?)
With lawyers on staff and deep tax expertise, we combine legal know-how with financial strategy; making us twice as nerdy and ten times as helpful.
Experienced & Steady
Your challenge might be new, but we’ve seen and solved similar ones before. Decades of experience means we know what works.
Easy to Work With
We love what we do, and it shows. Working with us is straightforward, professional, and refreshingly easy.
Where Accounting Meets Community
We work alongside nonprofits and community leaders to amplify impact beyond the balance sheet. Because thoughtful accounting should strengthen the people and places it touches.
More Than Just Numbers
Real stories from real clients about how Cobalt made a difference.
“Thank goodness for Adam and the Cobalt Team!”
Their knowledge of accounting as it relates to Property Management, client trust accounts and the ins and outs of AppFolio has been a lifesaver. I'm not sure the team ever sleeps as they always seem available to answer my questions. Thank you for taking such good care of Living Room Property Management's accounting needs.
Coty Thurman
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“This is the right team to handle your taxes and business growth strategy.”
I came to Cobalt from a messy expensive CPA catastrophe. Cobalt welcomed me with open arms. Cleaned up the mess. And have been taking care of my files ever since. Their team is constantly looking for ways to reduce my tax burden and provide invaluable feedback for new acquisitions and real estate specific tax strategy. If you have a real estate business, this is the right team to handle your taxes and business growth strategy.
Mel Dorman
"It allows me to focus on the parts of the business that I enjoy"
Cobalt has been in my corner since day one! As a new business owner there are so many questions that come along and Cobalt has been able to help guide me through the tax season, advise on growth and keep my business in compliance. As my business grows and scales they are always available to advise on what areas to focus on and how to best position myself for success. It allows me to focus on the parts of the business that I enjoy. Just knowing I have a group of trusted professionals working with me that I can rely on has taken so much of the weight off my shoulders. I would highly recommend them as my top choice for real estate focused businesses.
Tai Faux
