Industries we serve
Accounting built for your industry.
Customized solutions for US CPAs, law firms, small businesses and online sellers — with QuickBooks, Xero, Clio and ADP expertise.
Common challenges
- Tracking food costs, inventory and vendor payments
- Hourly payroll and tips
- Timely P&L and cash flow reporting
How we help
- Daily/weekly bookkeeping & bank reconciliations
- POS integration & sales reconciliation
- Payroll on ADP, Gusto, QuickBooks Payroll
- Tax-ready reports for CPA review
Common challenges
- Multi-store bookkeeping
- Inventory tracking and COGS
- Vendor payments and receivables
How we help
- Monthly reconciliations & statements
- Inventory and POS integration
- AP/AR automation with Bill.com & Dext
- Tax-ready reporting
Common challenges
- Client trust accounts & IOLTA/IOTA compliance
- Billable hours and retainers
- Integration with Clio and practice software
How we help
- Trust reconciliation & reporting
- Client matter mapping & billing
- Clio bookkeeping & AP/AR
- Tax-ready packs for CPA review
Common challenges
- Reconciling sales across marketplaces
- Mapping fees, shipping and refunds
- Tracking inventory and COGS
How we help
- Shopify, Amazon, WooCommerce reconciliation
- Stripe, Greenlight Payments, Sezzle integration
- Monthly reports & tax-ready packages
- Expense & vendor reconciliation
Common challenges
- Driver payroll management
- Fuel, maintenance and fleet costs
- Complex invoicing and AR collections
How we help
- Payroll for drivers and staff
- AP/AR management
- Fleet and expense tracking
- Month-end financial statements
Common challenges
- Payroll for medical staff
- Insurance and billing reconciliations
- Tax compliance for practices & pharmacies
How we help
- Payroll processing & reconciliations
- Revenue and expense tracking
- Tax-ready financial statements
- Insurance & pharmacy billing reconciliation
Common challenges
- Raw material and production costs
- Inventory valuation and COGS
- Vendor and subcontractor payments
How we help
- Inventory management & reconciliations
- Cost of goods sold tracking
- Monthly P&L, balance sheet, cash flow
- Vendor payment automation
We also support
CPA & tax firmsInsurance agents & brokersReal estate & property managementConstructionHospitalityProfessional services
