Industries We Serve

We Know Your Industry.

Accounting challenges aren't generic — and neither is our approach. We work with businesses in industries where the financial complexity demands real expertise.

Healthcare, Medical Practices & Dental

Revenue Cycle, Payer Mix, and the Complexity of Healthcare Finance.

Healthcare and dental practices face accounting challenges that general bookkeepers aren't prepared for.

Healthcare businesses — medical practices, dental offices, therapy groups, and other providers — deal with a revenue cycle unlike any other industry. Insurance reimbursements, contractual adjustments, patient collections, and the lag between service delivery and payment create accounting complexity that demands specialized knowledge. We help healthcare and dental practices build the financial reporting and accounting processes that give them a clear picture of their revenue cycle, payer performance, and practice profitability.

Accounting Challenges We Address

  • Revenue cycle accounting and AR management
  • Insurance reimbursement and contractual adjustment tracking
  • Payer mix analysis and profitability by payer
  • Patient collections and write-off management
  • Provider and dentist compensation and production reporting
  • Practice management system integration

Professional Services

Revenue Recognition, Utilization, and Profitability by Client.

Service businesses need to know which clients and engagements are actually profitable.

Professional services firms — consultants, agencies, law firms, engineering firms — face a distinct set of accounting challenges. Revenue recognition, time-based billing, project profitability, and the management of a largely people-cost business require a different lens than product-based businesses. We help professional services firms build the financial reporting that tells them what they actually need to know: which clients are profitable, where time is being lost, and how the business is performing against plan.

Accounting Challenges We Address

  • Revenue recognition for retainer and project-based engagements
  • Profitability by client, project, or service line
  • Billing and accounts receivable management
  • Labor cost and utilization tracking
  • Budget-to-actual reporting by engagement
  • Cash flow management for project-based revenue

SaaS & Technology

MRR, Churn, CAC, and the Metrics That Actually Matter.

SaaS businesses need accounting that speaks the language of recurring revenue.

Software and subscription businesses operate on a fundamentally different financial model than traditional businesses. Deferred revenue, subscription billing, customer acquisition costs, and the metrics that investors and lenders care about — ARR, MRR, churn, LTV — require accounting that understands the SaaS model. We work with SaaS and technology companies to build the accounting foundation and reporting infrastructure that supports growth, fundraising, and strategic decision-making.

Accounting Challenges We Address

  • Deferred revenue recognition and ASC 606 compliance
  • MRR/ARR tracking and reconciliation
  • Customer acquisition cost (CAC) and LTV analysis
  • Churn and expansion revenue reporting
  • Integration with Stripe, Chargebee, and billing platforms
  • Investor and board reporting packages

Construction

Job Costing, WIP, and Cash Flow — Done Right.

Construction accounting is its own discipline. Most bookkeepers don't know it.

Construction businesses live and die by job costing. If you don't know what each project is actually costing you — in real time — you can't price accurately, you can't manage cash, and you can't tell which jobs are making money and which ones aren't. We understand construction accounting: work-in-progress schedules, percentage-of-completion, retainage, subcontractor management, and the cash flow dynamics that make construction uniquely challenging.

Accounting Challenges We Address

  • Job costing and project profitability tracking
  • Work-in-progress (WIP) schedule preparation
  • Retainage tracking and billing
  • Subcontractor and vendor management
  • Cash flow management across multiple projects
  • Percentage-of-completion accounting

Manufacturing

Inventory, COGS, and the Numbers Behind the Product.

Manufacturing accounting requires more than tracking invoices.

For manufacturers, the income statement only tells part of the story. Understanding your true cost of goods sold — including materials, labor, and overhead — requires accounting that goes deeper than most bookkeepers are equipped to handle. We work with manufacturers to build the accounting infrastructure that gives you accurate COGS, meaningful inventory valuation, and the financial visibility to make production and pricing decisions with confidence.

Accounting Challenges We Address

  • Cost of goods sold (COGS) accuracy
  • Inventory valuation and reconciliation
  • Bill of materials and production cost tracking
  • Overhead allocation
  • Gross margin analysis by product line
  • Integration with inventory management systems

Get Started

Work With Someone Who Knows Your Business.

Industry experience matters. Start with a Discovery Call and let's talk about the specific accounting challenges in your business.

Schedule a Discovery Call