Professional services
Agencies, consultancies, law and design studios. Project profitability, WIP tracking, and partner draw reporting that keeps everyone honest at year end.
Industries
Eight sectors where we already know the questions
Bookkeeping is not industry-neutral. A restaurant close and a construction close look nothing alike. These are the sectors where we have enough repetition to be genuinely fast.
Construction & trades
Job costing by cost code, retainage tracking, progress billing, subcontractor 1099 management and lien-waiver record keeping.
Healthcare practices
Dental, chiropractic, therapy and veterinary clinics. Insurance remittance reconciliation, provider-level reporting and payroll for mixed W-2 and 1099 staff.
E-commerce & retail
Shopify, Amazon, Stripe and Square settlement reconciliation, inventory and COGS accuracy, and sales-tax liability tracking across states.
Restaurants & hospitality
Daily sales journal entries, tip and gratuity handling, food and labour cost percentages, and multi-location P&L comparison.
Nonprofits
Fund and grant tracking, restricted versus unrestricted reporting, board-ready statements and Form 990 preparation support for your accountant.
Real estate & property
Per-property profit and loss, owner statements, security-deposit liability tracking and 1031 exchange record support.
Franchise operators
Franchisor reporting-package compliance, royalty and marketing-fund accruals, and unit-level comparative reporting.
Not on the list?
We will tell you if we are the wrong fit
We turn down work regularly — multi-entity consolidations with international subsidiaries, inventory-heavy manufacturers with standard costing, and anything requiring audit or attest services are all outside what we do well.
If your business falls outside these eight sectors, book a call anyway. Fifteen minutes is usually enough for both of us to know, and if the answer is no we will point you toward someone better suited.
- Single-entity and small multi-entity structures
- Annual revenue roughly between $250k and $15M
- US-based operations and US-dollar functional currency
- Cloud accounting file already in place, or willing to move to one
Ready for books you can actually rely on?
Send a short note about your business and Elizabeth will reply personally within one business day. Free 30-minute call, no obligation, no sales script.