Six industries · one chart of accounts we already know
We’ve seen your books before.
We don’t take every client. We go deep in six industries where the accounting has real teeth — the ones where a generalist firm quietly gets it wrong for a year. If yours isn’t here, we’ll tell you and refer you on.
SaaS
Software & SaaS
Deferred revenue, ASC 606, the §174 R&D amortisation mess and R&D credits that most firms leave on the table. We speak MRR, ARR and net revenue retention, and we tie every one back to the ledger so your board deck and your tax return agree.
The pain
Booking annual contracts as revenue on day one, then a lender or a buyer re-cuts the numbers on an accrual basis and the growth story changes overnight.
What we do
ASC 606 recognition schedules, a deferred-revenue waterfall, §174 capitalisation tracking, and an R&D credit study that usually pays for the engagement several times over.
84
SaaS clients on
fixed fee
$61.4K
Largest single
R&D credit found
606
Rev-rec standard
we live in
E-com
E-commerce & DTC
Inventory costing, marketplace payout reconciliation and sales-tax nexus across 30+ states. We reconcile Shopify, Amazon and Stripe to the penny and keep COGS honest, so your margin is a number you can actually trust when you decide what to reorder.
The pain
Gross revenue looks great, then processor fees, ad spend, returns and landed inventory cost hit — and nobody knows the real per-order margin until it’s too late to fix pricing.
What we do
Inventory & COGS costing, marketplace payout reconciliation, economic-nexus monitoring in every state you sell into, and sales-tax registration and filing as you cross each threshold.
30+
States we track
for sales-tax nexus
100%
Shopify & Stripe
reconciled monthly
40+
DTC brands
served
Pro
Agencies & creative studios
Project margin by client, contractor 1099s at scale, and a partner-compensation model that doesn’t wreck anyone’s personal tax bill. We make the difference between a busy agency and a profitable one visible on one page every month.
The pain
The agency is clearly busy but cash is always tight, and no one can say which clients or projects actually make money after freelancer costs and un-billed hours.
What we do
Client- and project-level margin reporting, clean 1099-NEC handling for a bench of contractors, and partner-draw and S-corp comp planning that keeps the tax bill sane.
52
Agencies &
studios
1099
Contractor filings
handled cleanly
9.2
Avg days to
monthly close
Med
Medical & dental practices
Provider productivity, entity structure for practice owners, and equipment-depreciation planning that turns a big capital purchase into a deliberate tax decision. Books a practice owner and their lender can both read without a translator.
The pain
A practice owner is also a full-time clinician, the books are an afterthought, and a $180K equipment purchase gets made without anyone planning the depreciation or the cash-flow hit.
What we do
Provider-level productivity reporting, entity and PLLC structure review, §179 and bonus-depreciation planning on equipment, and lender-ready statements on time, every month.
36
Practices
served
§179
Depreciation
planning built in
100%
Lender packages
filed on time
RE
Real estate & construction
Job costing, WIP schedules, cost-segregation coordination, and lenders and bonding agents who need statements they can rely on. Percentage-of-completion done right, so profit shows up in the period the work actually happened.
The pain
Profit on a big job swings wildly month to month because costs and billings don’t line up, and the bonding company or bank keeps asking for a WIP schedule nobody maintains.
What we do
Job-cost tracking and WIP schedules, percentage-of-completion accounting, cost-segregation study coordination on property, and clean, on-time packages for lenders and sureties.
28
Builders &
operators
WIP
Schedules kept
current
PoC
Percentage-of-
completion done right
Rest
Restaurants & hospitality
Prime-cost tracking, tip-credit and tip-reporting compliance, multi-location P&Ls and the thin margins that punish a late close. We give operators the two numbers that actually decide whether the doors stay open: food cost and labour cost, weekly.
The pain
Margins are razor-thin, food and labour costs drift without anyone noticing until the month is over, and tip reporting and multi-unit consolidation turn payroll into a compliance minefield.
What we do
Weekly prime-cost reporting (food + labour), tip-credit and 8027 compliance, per-location and consolidated P&Ls, and a close fast enough to act on before the next week’s orders go in.
22
Restaurant &
bar clients
Weekly
Prime-cost
reporting
8027
Tip reporting
handled
Not on the list?
If we’re not the right fit, we’ll say so.
We’d rather refer you to a firm that lives in your industry than learn it on your dime. Book the consultation — worst case, you leave with a good referral and a free read on your books.
Book a consultation