Industries that are Best Served

From HVAC and plumbing to general contractors and electricians—we manage job-based income, track materials and subcontractor costs, and keep cash flow organized so you can stay focused on your projects, not your paperwork.

We help agents and brokers keep track of commissions, marketing expenses, mileage, and quarterly taxes—so they can focus on closing deals, not sorting receipts. Whether you’re an independent agent or running a brokerage team, we organize your finances for clarity, compliance, and long-term success.

Consultants, coaches, marketers, designers, and freelancers—your time is billable, and your financials should reflect that. We help service providers track revenue, manage contractor payments, and prepare clean P&L reports that simplify tax time and support your pricing decisions.

Massage therapists, estheticians, chiropractors, and wellness studios—we streamline your income tracking, appointment-based billing, and inventory if you sell products. We also help ensure compliance with health-related deductions and local tax rules.

Selling online through Shopify, Amazon, or Etsy? We track sales, returns, inventory costs, platform fees, and taxes across multiple channels so you always know your margins and don’t overspend.

Whether you are running your own law firm or have an agency for your clientele, we keep track of retainer payments & profitability, trust accounting, and time-based billing. We ensure your systems are built for scale.