Who we serve

Accounting that speaks your industry's language

A law firm's books look nothing like a contractor's. We focus on a handful of industries so we know the rules, the software, and the details that trip owners up. Pick yours below.

Law Firms & Legal PracticesTrust accounting, retainers, case costsTherapy & Counseling PracticesInsurance vs. private pay, clinician payrollDental & Medical OfficesInsurance write-offs, equipment, staff payrollChiropractic OfficesCash-pay, insurance, prepaid care plansReal Estate Agents & BrokersCommissions, splits, quarterly estimatesContractors & ConstructionJob costing, subs, 1099sAuto Shops & Service BusinessesParts vs. labor, vendor reviewRetail & Local Small BusinessPOS, inventory, sales taxIndependent Contractors & 1099 WorkersSchedule C, quarterly estimatesGeneral Small BusinessAny industry: let's talk

Law Firms & Legal Practices

You bill by the hour, hold client money in trust, and answer to the bar. Your books need to keep up.

  • Monthly trust (IOLTA) reconciliations: bank, ledger, and client balances
  • Operating books kept separate from trust funds
  • Retainers, cost advances, and case expenses tracked
  • Payroll, partner draws, and year-end tax prep
Why it matters: Clean, reconciled trust records protect your license and your clients.

Therapy & Counseling Practices

You got into this work to help people, not to chase insurance payments. We keep the financial side calm and organized.

  • Insurance vs. private-pay income tracking
  • Payments reconciled from your billing system
  • Payroll for clinicians, including 1099 contractors
  • Quarterly estimated tax planning
Why it matters: Knowing what each payer pays, and how fast, lets you plan caseload and cash flow with confidence.

Dental & Medical Offices

Between insurance write-offs, equipment costs, and staff payroll, practice finances get complicated fast.

  • Deposits reconciled against insurance and patient payments
  • Insurance adjustments and write-offs tracked
  • Equipment purchases, loans, and depreciation
  • Payroll for hygienists, assistants, and front office
Why it matters: Small leaks in collections and overhead add up. Monthly visibility catches them early.

Chiropractic Offices

Cash-pay patients, insurance claims, and prepaid care plans each need to be recorded the right way.

  • Cash-pay and insurance income tracked separately
  • Prepaid care plans recorded correctly
  • Merchant processing and deposit reconciliations
  • Payroll, monthly reports, and tax prep
Why it matters: Accurate books show your true performance, not just what hit the bank this month.

Real Estate Agents & Brokers

Commission income is lumpy and expenses never stop. We help you keep more of each closing.

  • Commission income and brokerage split tracking
  • Marketing, MLS, licensing, and mileage expenses
  • Quarterly estimated tax planning
  • Entity and S-Corp review as income grows
Why it matters: Agents who track expenses all year, not just in April, keep more of what they earn.

Contractors & Construction

Every job has its own costs, subs, and timeline. Your books should tell you which jobs make money.

  • Job costing by project: materials, labor, subs
  • Subcontractor W-9s and 1099 filing
  • Equipment, vehicle, and loan tracking
  • Cash-flow planning around progress payments and retainage
Why it matters: Knowing profit by job is the difference between bidding smarter and working harder for less.

Auto Shops & Service Businesses

Parts, labor, techs, and a steady stream of invoices. We keep it all straight so you can stay in the bay.

  • Parts and labor income tracked separately
  • Vendor invoice review for overcharges
  • Merchant and deposit reconciliations
  • Payroll for technicians and front counter
Why it matters: Knowing your real margin on parts vs. labor shows where the shop actually makes money.

Retail & Local Small Business

This is where Anthony started: reconciling hundreds of transactions a month for multi-location retail stores.

  • POS and merchant deposit reconciliations
  • Inventory and cost of goods sold tracking
  • Sales tax tracking and filing
  • Vendor invoice review for duplicate billing
Why it matters: In retail, margins are thin. Catching a few billing errors a month can pay for the service.

Independent Contractors & 1099 Workers

When you're self-employed, nobody withholds taxes for you. We make sure you pay what you owe, and not a dollar more.

  • Schedule C and 1040 preparation
  • Quarterly estimates with exact amounts and due dates
  • Home office, mileage, and equipment deductions
  • S-Corp election review as income grows
Why it matters: Ask about the 1099 Contractor Suite, starting at $300.

Don't see your industry?

We work with small businesses in any industry. Book a free 20-minute consult and we'll tell you honestly if we're a fit.

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