Industries

CPA & Tax Advisory Firms

Our core specialty—supporting small to mid-sized CPA firms with comprehensive accounting and tax services.

• Tax preparation and planning
• Audit and assurance support
• Advisory services assistance
• Client communication management

Bookkeeping & Payroll Providers

Our core specialty—supporting small to mid-sized CPA firms with comprehensive accounting and tax services.

• Full-cycle bookkeeping
• Payroll processing
• Client onboarding support
• Quality control processes

E-commerce Businesses

Navigate complex multi-channel accounting with specialists who understand online business models.

• Multi-platform revenue tracking
• Inventory management
• Sales tax compliance
• Marketplace accounting
• Medical & Dental Practices

Medical & Dental Practices

Healthcare-focused accounting professionals who understand medical pracctice management.

• Patient billing support
• Insurance claim tracking
• Practice profitability analysis
• Compliance reporting

Law Firms & Professional Services

Trust accounting and specialized reporting for legal practices and professional service firms.

• Trust account management
• Client billing and collections
• Time tracking integration
• Ethics compliance reporting

Real Estate & Construction

Project-based accounting and job costing expertise for construction and real estate companies.

• Job costing and tracking
• Progress billing
• Advisory services assistance
• Lien waiver processing

Corporate Accounting

Scalable accounting solutions for rapidly growing technology and service companies.

• Investor reporting
• Financial modeling
• Burn rate analysis
• Equity management

Retail & Restaurant Businesses

Industry-specific expertise for retail operations and food service establishments.

• POS system integration
• Inventory tracking
• Cost of goods sold analysis
• Multi-location reporting