Industries
Bookkeeping that understands how your business makes money.
Every industry has its own bookkeeping traps. Here's what we see most often and how we handle it.
Contractors & trades
Common problems we fix
- Job costs mixed together, so you can't see which jobs make money
- Materials, subcontractors, and equipment loans categorized inconsistently
- 1099s for subcontractors scrambled together in January
How we help
We set up job or project tracking in QuickBooks, separate materials and labor from overhead, record equipment loans correctly, and keep subcontractor payments ready for 1099s.
Real estate investors & agents
Common problems we fix
- Income and expenses not tracked by property
- Mortgage payments booked as one lump expense
- Security deposits and commissions mixed into income
How we help
We track each property or deal separately, split mortgage principal from interest, hold security deposits as liabilities, and keep commission income clean for your tax preparer.
Medical & dental practices
Common problems we fix
- Insurance and patient payments hard to match to deposits
- Merchant fees netted out of deposits
- Equipment financing and payroll not recorded consistently
How we help
We match deposits to your practice software's reports, record merchant fees as expenses, and keep payroll and equipment financing accurate. We never need patient records to do the books.
Restaurants
Common problems we fix
- Daily POS sales, tips, and sales tax don't tie to deposits
- Delivery app payouts arrive net of fees and refunds
- Food and beverage costs buried in one expense account
How we help
We record daily sales from your POS, reconcile delivery payouts gross of fees, track tips and sales tax correctly, and break out food and beverage costs.
E-commerce
Common problems we fix
- Shopify, Amazon, and Stripe payouts arrive net of fees and refunds
- Sales tax collected in several states
- Inventory and cost of goods sold not tracked
How we help
We reconcile each sales channel's payouts, record fees and refunds separately, track sales tax by state, and keep inventory and cost of goods sold accurate.
Professional services
Common problems we fix
- Client retainers recorded as income too early
- Unpaid invoices slipping through the cracks
- Owner draws mixed with business expenses
How we help
We handle retainers correctly, keep accounts receivable current with a monthly aging report, and separate owner draws from business expenses.