Expert Financial Support Across Diverse Industries
We work with businesses of all sizes, from startups to established enterprises, across a wide range of industries. Our industry experience helps us understand your unique challenges and provide practical, tailored solutions.
Outsourced Accounting Support for CPA Firms
Scalable accounting support that expands your firm’s capacity and speeds up turnaround times.
- Monthly bookkeeping
- Historical bookkeeping cleanup
- Bank and credit card reconciliations
- Financial statement preparation
- Tax return preparation support
E-commerce & Online Retail
We support online sellers and digital brands with end-to-end accounting and tax solutions.
- Marketplace reconciliations (Amazon, Shopify, TikTok, etc.)
- Inventory & COGS tracking
- Sales tax compliance (all states)
- Financial reporting and profitability analysis
- Business structuring and tax planning
Restaurants & Food Services
We help restaurants, cafés, and multi-location food businesses streamline their finances and improve profitability.
- Daily sales and cash reconciliation
- POS integrations (Toast, Square, etc.)
- Inventory and cost tracking
- Payroll support and tip reporting
- Financial reporting and KPI analysis
Legal & Professional Services
We work with law firms, consultants, and other professional service providers to maintain accurate records and ensure compliance.
- Trust accounting (IOLTA)
- Client cost management
- Practice management integrations (Clio, Canopy, etc.)
- Billing, AR/AP management
- Financial reporting and tax planning
Nonprofits & Charitable Organizations
We support nonprofits with bookkeeping, grant tracking, compliance, and financial reporting.
- Fund and grant accounting
- Form 990 support
- Donor and restricted fund tracking
- Budget vs. actual reporting
- Compliance and advisory support
Real Estate & Property Management
We work with real estate investors, property managers, and developers to simplify accounting and improve financial visibility.
- Property-level accounting
- Rental income and expense tracking
- CAM and HOA reconciliations
- Vendor and maintenance management
- Financial reporting and tax planning
Transportation & Logistics
We support trucking, freight, and logistics companies with accurate accounting and compliance.
- Fleet expense tracking
- IFTA and fuel tax support
- Driver payroll and reimbursements
- Equipment financing and lease tracking
- Financial reporting and tax compliance
Wholesale, Distribution & Manufacturing
We help product-based businesses manage inventory, costs, and multi-channel operations.
- Inventory and COGS management
- AP/AR and vendor management
- Multi-channel sales tracking
- Cost and margin analysis
- Financial reporting and tax planning
Technology & SaaS
We support technology companies and SaaS businesses with scalable accounting and strategic financial support.
- Revenue recognition and SaaS metrics
- Multi-entity accounting
- R&D credit support
- Investor reporting and financial modeling
- Tax planning for growth
Healthcare & Wellness
We work with medical practices, clinics, spas, and wellness businesses to maintain accurate records and ensure compliance.
- Revenue and expense tracking
- Payroll and contractor management
- Insurance payment reconciliation
- Practice management integrations
- Financial reporting and tax support
Franchises & Multi-Location Businesses
We help franchise owners and multi-location brands streamline accounting and reporting across locations.
- Consolidated financial reporting
- Location-wise P&L and KPI tracking
- Royalty and franchise fee accounting
- Payroll and multi-location management
- Tax compliance and advisory support
Construction & Contracting
We help contractors and construction businesses manage job costs, cash flow, and financial reporting.
- Job costing and project tracking
- AP/AR and vendor management
- Progress billing and retainage
- Equipment and asset tracking
- Financial reporting and tax support