Professional services
Consultancies, agencies and advisory firms that bill by project or retainer and need clean revenue tracking.
What we typically handle
- Project and client profitability
- Retainer and milestone invoicing
- Contractor payment tracking
Industries
Accounting structured around how your industry actually operates
A construction job cost ledger and a SaaS deferred revenue schedule are not the same problem. We set up the chart of accounts, reporting and reconciliation routine to match your sector.
Sectors
Ten industries we support
If your sector is not listed, it does not mean we cannot help — tell us what you do and we will say honestly whether we are a good fit.
Real estate & property management
Owners, managers and investors handling rent rolls, trust accounts and multi-property reporting.
What we typically handle
- Per-property profit and loss
- Owner statements
- CAM and deposit tracking
Healthcare
Clinics and practices balancing insurance remittances, payroll and equipment financing.
What we typically handle
- Remittance reconciliation
- Provider payroll support
- Practice-level reporting
Legal services
Law firms with client trust ledgers, retainers and strict recordkeeping expectations.
What we typically handle
- Trust and operating account separation
- Retainer application tracking
- Matter-level reporting
E-commerce
Online sellers reconciling marketplace payouts, fees, refunds, inventory and sales tax data.
What we typically handle
- Payout-to-deposit reconciliation
- Inventory and COGS tracking
- Sales tax data preparation
Technology & SaaS
Software and product companies tracking recurring revenue, deferrals and burn.
What we typically handle
- Deferred revenue schedules
- Runway and burn reporting
- R&D cost tracking
Staffing & recruiting
Agencies managing high-volume contractor payroll and client invoicing cycles.
What we typically handle
- Weekly payroll support
- Placement margin reporting
- Receivables follow-up
Construction & trades
Contractors tracking job costs, progress billing, retainage and subcontractor payments.
What we typically handle
- Job costing
- Progress and retainage billing
- Subcontractor and 1099 tracking
Startups
Early-stage teams that need investor-ready books without hiring a finance team yet.
What we typically handle
- Monthly close from day one
- Investor and board reporting
- Cash runway modelling
Small & medium-sized businesses
Established local and growing businesses that need dependable books and predictable reporting.
What we typically handle
- Monthly bookkeeping and reconciliation
- Payroll and vendor support
- Tax-ready year-end files
Ready for books you can rely on?
Book a free, no-obligation consultation. We will review where your accounting stands today and outline exactly what support would look like.