Bookkeeping tailored to how you actually operate.
We work with U.S. small businesses and CPA firms across a range of industries. The principles stay the same: accurate monthly books, reliable reporting, and financials ready for tax filing and CPA review. What changes is how the numbers are organized, and we set that up to match how your business actually runs.
Professional Services
Consultancies, agencies, and boutique service firms. We track project revenue, contractor costs, and reinvestment so owners can see how each engagement actually performs.
Construction
Contractors and builders. Job costing, subcontractor and material tracking, retainage, and reporting your CPA, bonding company, and lenders can rely on.
Real Estate
Investors, developers, and small operators. Books structured by property and entity, with clear closing entries, distributions, and reporting for partners and lenders.
Property Management
Rent rolls, security deposits, owner statements, and multi-entity accounts kept accurate in Buildium, AppFolio, or QuickBooks, and reconciled every month.
Law Firms
Small and mid-sized firms. Careful, confidential bookkeeping with clean trust (IOLTA) and operating account records, three-way reconciliations, and clear reporting.
E-commerce
Shopify, Amazon, and multi-channel sellers. Sales channel reconciliations, merchant fees, sales tax categorization, inventory tracking, and clear gross margin reporting.
Retail
Independent retailers and specialty stores. POS reconciliations, inventory movement, vendor payables, and monthly financials that reflect real store performance.
Healthcare
Private practices, clinics, and allied health providers. Insurance receipts, merchant deposits, payroll allocations, and clean financials ready for the CPA.
Marketing Agencies
Agencies with retainers, project work, and contractor teams. Revenue recognized as it is earned, contractor costs tied to clients, and margins tracked by account.
Consultants & Solo Practitioners
Independent consultants and small teams. Clean books, quarterly estimate support, and financials organized so year-end with the CPA is straightforward.
CPA and accounting firms can also review our dedicated outsourced bookkeeping support for CPA firms, or see the full list of bookkeeping services we offer.
Not sure if we fit your industry?
Reach out and describe your business. If we are the right firm for the work, we will say so plainly, and if we are not, we will tell you that too.