Professional Services
Consultants, agencies and advisors: productize your pricing, clean up project profitability, and build the systems that let you sell expertise instead of hours.
Industries We Serve
Every industry has its own fault lines.
From trust accounting in law firms to job costing in construction, we speak your industry's financial language — and know where its foundations usually crack.
Law Firms
Trust-account (IOLTA) compliance, matter-level profitability, partner compensation clarity and SOPs that keep the practice — and the bar — happy.
Real Estate
Investors, brokers and property managers: entity structuring, portfolio-level books, 1099 workflows and funding readiness for the next acquisition.
Healthcare
Private practices and clinics: revenue-cycle clarity, payer-mix reporting, compliant books and SOPs that survive staff turnover.
Construction
Job costing that tells the truth, progress billing, retainage tracking, bonding-ready financials and the credit profile to win bigger contracts.
Restaurants
Prime-cost dashboards, daily sales reconciliation, tip compliance and cash controls — margins are thin; your visibility shouldn't be.
Nonprofits
Fund accounting, grant tracking and board-ready reporting that protects your status and earns funder confidence, year after year.
Government Contractors
DCAA-aware accounting, indirect-rate structure, timekeeping SOPs and audit-ready compliance — built by someone who audited for the government.
Retail
Inventory-true books, sales-tax compliance across channels, margin analytics and the funding readiness to stock up ahead of your busy season.
Service Businesses
Trades, cleaning, landscaping, salons and beyond: pricing that protects profit, dispatch-to-invoice workflows and books that make you bankable.
Don't see your industry? We see your numbers.
Foundations are universal. Start with the $99 Business Overview Audit™ and we'll tailor everything else.