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Industries We Serve

Accounting that understands how your business actually runs.

Every industry has its own deposits, assets and filings. These are the businesses we work with most.

Real estate & property rentals

Property-level income and expense reports, security deposits, Schedule E, depreciation of buildings and improvements, and mortgage interest tied to lender statements.

Healthcare, medical & dental

Insurance and patient merchant deposits reconciled to practice reports, provider payroll, equipment financing and S-corporation elections for practice owners.

Psychiatry & therapy practices

Bookkeeping catch-up, entity changes and payroll setup support for growing behavioral health practices.

Construction & flooring

Subcontractor W-9s and 1099s, materials and equipment purchases, vehicle costs and progress billing.

Cleaning & pest control

Route vehicles and depreciation, crew payroll, supplies and recurring commercial contracts.

Trucking, logistics & transportation

Multi-vehicle fleets, equipment loans, fuel and maintenance costs, driver payroll and contractor reporting.

Aviation & aircraft maintenance

Aircraft deposits and purchases, intercompany balances between related entities and maintenance software integrations with QuickBooks.

Software, IT & SaaS

Subscription revenue, offshore development costs, contractor 1099s, and research and development expenditure treatment under IRC §174 and §174A.

E-commerce & retail

Marketplace and payment processor payouts split into gross sales, fees and refunds, plus inventory and sales tax tracking.

Law firms

Operating accounts and IOLTA client trust accounts kept separate, with trust reconciliations by client ledger.

Hospitality, food & restaurants

Daily sales and merchant deposits, tip and payroll reporting, and vendor bills for food and supplies.

Coaching, consulting & masterminds

Revenue by program or class, retreat and event costs, and contractor payments.

Nonprofits

Restricted and unrestricted funds, grant tracking, board-ready statements and Form 990 preparation.

Automotive, insurance & telecom

Commission income, dealer and carrier statements, and multi-location expense tracking.

Foreign-owned U.S. companies

Books kept to support Form 5472 reporting of related-party transactions and pro forma Form 1120 filing.

Don't see your industry? We work with most small businesses that bank in the U.S. Ask us about yours.

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Tell us where your books and taxes stand. We'll tell you what it takes to get them right.

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