Industries
Industry-specific advice lands better because the context is already there.
We concentrate on sectors where tax complexity, reporting nuance, and operational decision-making all benefit from a more integrated finance team.
7+
focused industry verticals
1
shared reporting language
0
generic one-size-fits-all playbooks
Tech Startups
Investor-ready financials and a finance function built to scale as fast as the product does.
Building a clean finance function from the ground up without over-engineering itRevenue recognition for SaaS, usage-based, or milestone-based billing models
Investment Management
Fund accounting, LP reporting, and financial infrastructure for private equity firms and venture capital funds.
Fund-level accounting, capital call tracking, and distribution waterfall calculationsLP reporting and investor capital account maintenance
Fintech
Accounting and compliance for financial technology companies navigating complex revenue models and regulatory environments.
Revenue recognition for payment processing, lending, or subscription fintech modelsState and federal regulatory compliance and licensing requirements
E-commerce
Inventory, multi-state compliance, and platform-native accounting for brands that sell online.
Multi-channel revenue reconciliation across Shopify, Amazon, and other platformsAccurate COGS calculation with 3PL, bundling, and variable product costs
Non-Profits
Fund accounting, Form 990, and compliance for organizations where every dollar has a purpose.
Fund accounting and restricted vs. unrestricted grant trackingForm 990 preparation and public disclosure requirements
Real Estate
Entity structure, depreciation strategy, and clean financials for investors, developers, and property managers.
Multi-entity LLC and partnership structures with pass-through complexityDepreciation scheduling and cost segregation opportunities
Get in Touch
See where the gaps are. Let us show you what changes.
In one conversation, we'll talk through your current financial setup, identify where things are working and where they aren't, and explain what integrated bookkeeping, tax strategy, and CFO advisory would look like for your business.
No obligation. Response within one business day.