Built for businesses that need more than a tax return.
We work with small business owners across industries who want clean books, proactive tax planning, and a financial partner who actually knows their world.
Every business is different — and so are the financial challenges that come with it. We've built deep expertise across the industries below so we can hit the ground running, not spend your money learning your business.
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Restaurant Owners
Full-service & fast casual
Food & Beverage
Restaurants & Bars
Running a restaurant means razor-thin margins, high turnover, and cash flow that never stops moving. We handle the books so you can focus on the dining room — not the spreadsheets.
Weekly or monthly bookkeeping with POS reconciliation
Whether you're catering events, running a food truck, or producing goods for wholesale, your finances have moving parts that generic accountants miss. We get the food industry.
From solo painters to multi-crew operations, we help painting businesses track job profitability, manage subcontractor payments, and reduce their tax bill at year-end.
Design professionals face unique financial challenges — project-based billing, long receivables cycles, and licensing costs. We bring structure to your firm's finances so you can focus on what you design.
Healthcare businesses deal with insurance reimbursements, compliance costs, and complex payroll. We help you keep clean books and minimize taxes so more stays in the practice.
Route-based businesses like pest control have predictable revenue — but tax and accounting still catch many operators off guard. We handle the financial side so you can grow your routes with confidence.
Non-profits need clean books too — especially with donor accountability, grant tracking, and 990 filings. We help mission-driven organizations stay financially healthy and compliant.
Fund accounting & restricted/unrestricted tracking