Who We Serve

Industry-Specific Financial Expertise

Every industry has unique financial challenges. We bring specialized knowledge to yours β€” so your bookkeeper actually understands your business.

We Speak Your Industry Language

Generic bookkeeping misses industry-specific deductions and compliance rules. Ours never does.

E-commerce business
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E-Commerce

Multi-platform reconciliation across Amazon, Shopify, eBay, and Etsy. Inventory tracking, COGS calculation, sales tax nexus compliance across all 45 states with sales tax, and fulfillment fee reconciliation.

Inventory TrackingSales Tax NexusCOGSAmazon/Shopify
IT technology office
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IT & Technology

SaaS and subscription revenue recognition, R&D tax credit qualification (up to $250K credit for startups), contractor vs. employee classification, software capitalization rules, and multi-state nexus.

R&D CreditsSaaS RevenueContractor Classification
Marketing agency team
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Marketing Agencies

Project-based revenue recognition, retainer income tracking, media spend reconciliation, contractor payroll management, client-level profitability reporting, and pass-through billing tracking.

Project BillingMedia SpendRetainer Income
Law firm office
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Law Firms

IOLTA trust account compliance, three-way trust reconciliation, billing software integration (Clio, MyCase), partner distribution tracking, and specialized legal chart of accounts management.

IOLTA TrustPartner DistributionClio Integration
Healthcare dental practice
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Healthcare & Dental

Insurance reimbursement tracking and reconciliation, HIPAA-compliant financial processes, equipment depreciation and financing, FICA tip credits, and practice management software integration.

Insurance ReimbursementHIPAAEquipment Depreciation
Construction site
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Construction & Trades

Job costing by project, subcontractor 1099 management, equipment depreciation schedules, lien waiver tracking, percentage-of-completion accounting, and union payroll reporting.

Job CostingSubcontractorsEquipment Depreciation
Restaurant and food business
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Restaurants & Food

COGS and food cost tracking, tip reporting compliance (Form 8027), FICA tip credits, POS system reconciliation, health inspection reserve accounting, and franchise royalty tracking.

Food COGSTip ReportingFICA Tip CreditPOS Sync
Fitness gym studio
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Fitness & Wellness

Membership revenue and billing, instructor payroll and 1099 management, retail product inventory, studio lease and equipment management, and seasonal cash flow planning.

Membership RevenueInstructor PayrollRetail Inventory
Travel hospitality business
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Travel & Hospitality

OTA reconciliation (Airbnb, Booking.com, Expedia), occupancy tax filing, seasonal cash flow management, channel commission tracking, and ADR/RevPAR performance reporting.

OTA ReconciliationOccupancy TaxRevPAR Reporting
Consulting coaching business
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Consulting & Coaching

Retainer income tracking, home office deduction optimization, self-employment tax planning, course and digital product revenue, and strategic solo/partnership structure advice.

Home Office DeductionSE Tax PlanningRetainer Income
Landscaping business
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Landscaping & Cleaning

Seasonal payroll management, route-based job profitability, equipment and vehicle maintenance tracking, subcontractor compliance, and material cost allocation per job.

Seasonal PayrollJob ProfitabilityEquipment Tracking
Influencer and content creator
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Influencers & Creators

Brand deal and sponsorship income tracking, platform revenue reconciliation (YouTube, TikTok, Patreon), home studio deductions, quarterly estimated taxes, and self-employment optimization.

Brand DealsPlatform RevenueStudio Deductions

We've Worked with All Business Types

Our core bookkeeping, payroll, and tax expertise applies to virtually any small business. If your industry isn't listed, we still have the skills and experience to serve you well.

Let's Talk About Your Business
Business owners collaborating
Industry Expert

Let an Expert Who Knows
Your Industry Handle It

Book a free consultation with an advisor who specializes in your specific type of business.

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