Who we serve

We speak the financial language of your industry

Job costing for contractors, project P&Ls for restoration firms, entity strategy for consultants — the details differ, and we know them.

🏗️Construction & Contracting
🛠️Insurance Restoration
💼Consulting & Professional Services
🏠Real Estate & Property Investors
🧑‍💻Freelancers & Self-Employed
🏥Healthcare & Medical Practices
🛍️Retail & E-Commerce
📊CPA & Accounting Firms (Outsourcing)
In practice

Results across industries

CONSTRUCTION � MULTI-PROJECT CONTRACTOR

Twelve Projects, One Bank Account - Now Every Job Shows Its True Profit

A general contractor running twelve active projects booked everything into a single income line - no way to tell which jobs made money and which quietly lost it. We rebuilt their books around job costing: project-level revenue, labor, materials, and subcontractor tracking, plus a monthly per-project P&L and work-in-progress schedule. Within two reporting cycles, two underpriced jobs were identified and repriced, and every new bid is now backed by true historical cost data.

12Projects With Individual P&Ls
2 JobsRepriced After True-Cost Review
REAL ESTATE � PROPERTY INVESTOR

An 8-Property Portfolio, One Clean Ledger - Refinance-Ready in 30 Days

A property investor with eight rentals across two states had rents, rehab costs, and personal spending mixed in one account. We built a property-level chart of accounts, separated operating expenses from capital improvements for accurate depreciation, and produced per-property cash flow statements. The result: a lender-ready financial package that supported a cash-out refinance - and monthly visibility into which doors actually perform.

8Properties Tracked Separately
30 DaysTo Lender-Ready Package

All case studies →

Don't see your industry listed?

Our foundation — clean books, defensible tax positions, clear reporting — applies to every US business. Tell us what you do.

Get in touch →