Industries We Commonly Work With
While we work with many small businesses, we specialize in industries where accurate books, tax planning, and cash flow management are critical. Each industry has different reporting, tax rules, and operational challenges — we already understand them.
Construction & Contractors
We specialize in construction accounting and contractor bookkeeping.
We understand retainage, progress invoicing, change orders, and project profitability.
We help contractors:
• Track job costs and project margins
• Manage subcontractors and 1099s
• Understand work-in-progress (WIP) reporting
• Prepare clean financials for bonding and loans
• Set up QuickBooks and job costing systems
• Plan for taxes so surprises don’t happen
• Job costing, progress billing, subcontractors & WIP reporting.
You won’t need to explain how your business works — we already speak contractor.
Service Businesses
Cleaning, HVAC, drycleaning, plumbing, landscaping, restoration & repair companies.
Service businesses live and die by cash flow and scheduling.
We help owners understand whether they are actually profitable.
We assist with:
• Pricing and profitability analysis
• Payroll and employee vs contractor setup
• Sales tax and local requirements
• Expense tracking and job profitability
• Monthly financial reporting
Our goal is to turn busy businesses into financially organized businesses.
Consultants, Artists, & Professional Services
Agencies, therapists, law firms, designers, coaches and solo professionals.
Professional businesses often make good revenue but still owe unexpected taxes.
We help you keep more of what you earn.
We help with:
• S-Corp elections and owner salary planning
• Quarterly tax planning
• Expense optimization
• Clean financial statements
• Understanding what you can safely pay yourself
You’ll finally know what you can spend — and what you should save.
Small Business Startups & New Owners
New LLCs and businesses getting organized for the first time.
Starting a business comes with confusing registrations, taxes, and systems.
We help you set it up correctly from the beginning.
We assist with:
• LLC guidance and EIN registration
• QuickBooks setup
• Bank accounts and payment systems
• Payroll setup
• Sales tax registration
• Creating a bookkeeping workflow
Good systems early prevent expensive mistakes later.
Real Estate Investors & Rentals
Rental properties, landlords and real estate holdings.
Real estate has unique tax advantages — but only if handled correctly.
We help with:
• Rental income and expense tracking
• Depreciation coordination with your CPA
• Entity structuring guidance
• Clean year-end reports for tax filing
• Cash flow tracking by property
We make sure your properties are working for you — not just keeping you busy.

