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

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

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

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

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

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