Industry-Specific Bookkeeping and CFO Services
From family-owned stores to high-growth startups, we provide customized financial solutions to help your business thrive.
Why Industry-Specific Financial Support Matters
Your industry isn’t cookie-cutter. Neither should your accounting be. Our team delivers:
– ✅ Compliance-aware bookkeeping tailored to your industry
– ✅ KPI-driven reporting dashboards
– ✅ Custom tax strategies for maximum savings
– ✅ Financial modeling aligned with your growth stage
Industries we serve
Healthcare & Wellness
Clinics, therapists, fitness studios
– Revenue recognition for packages
– HIPAA-aware financial SOPs
– KPI: Revenue per visit
Healthcare & Wellness
Who We Help
– Clinics (e.g., primary care, urgent care)
– Physical therapists, chiropractors
– Mental health professionals
– Fitness studios & wellness centers
What We Do
– Accrual-based revenue recognition for session packages
– Class and provider-level income tracking
– Insurance reimbursement reconciliation
– HIPAA-aware financial workflows
KPI Examples
– Average revenue per client
– No-show & cancellation rates
– Session utilization rate
– Cash vs insurance revenue ratio
What We Do
Who We Help
– General contractors
– HVAC, plumbing, and electrical companies
– Landscaping and renovation crews
What We Do
– Job-costing and WIP (Work-in-Progress) accounting
– Subcontractor payroll and 1099 management
– Integration with estimating and project tools
– Quarterly tax planning by job
**KPI Examples**
– Gross margin per project
– Labor utilization rate
– Cost variance vs budget
– Days sales outstanding (DSO)
KPI Examples
– Average revenue per client
– No-show & cancellation rates
– Session utilization rate
– Cash vs insurance revenue ratio