Industries we serve
Your industry’s dialect of accounting.
A restaurant’s books look nothing like an agency’s. We set up your chart of accounts, your KPIs, and your month-end so the numbers answer the questions your business actually asks.
Professional & IT services
Agencies, consultancies, law and design firms, MSPs and dev shops
Your product is people’s time, so the numbers that matter are utilisation, effective rate, and margin by client or service line. We set the books up to show them — not just a lump revenue figure.
What we handle
- Revenue by client, project, or service line
- Unbilled work and WIP tracked
- Contractor vs. employee cost clearly split
- Retainer and deposit liabilities handled correctly
- Pass-through expenses kept out of your margin
Professional & IT services — the numbers
- KPIs we track
- Gross margin by line, utilisation, effective hourly rate, revenue per head
- Common add-ons
- Project tracking, A/P bill-pay, payroll
Agencies & creative studios
Marketing, PR, branding, production and media-buying shops
Media pass-through and project deposits make agency books deceptive — big revenue, thin real margin. We separate your money from the client’s so you can see what the agency actually earns.
What we handle
- Media / ad spend booked as pass-through, not revenue
- Project profitability with staff cost loaded in
- Deferred revenue on retainers and phased projects
- 1099 tracking for the freelancer bench
- Multi-currency where you buy overseas
Agencies & creative studios — the numbers
- KPIs we track
- Agency gross income, project margin, over/under-servicing, freelancer ratio
- Common add-ons
- Project tracking, 1099 prep, multi-currency
E-commerce & retail
Shopify, Amazon, Square and wholesale sellers
Payment-processor deposits are net of fees, refunds, and chargebacks, and inventory ties up your cash. We reconcile the gross-to-net and keep COGS and inventory honest so your margin is real.
What we handle
- Stripe / Shopify / Amazon settlements reconciled gross-to-net
- COGS and inventory tracked, landed cost included
- Sales-tax nexus monitored across states
- Refunds, chargebacks and processor fees categorised
- Channel-level profitability
E-commerce & retail — the numbers
- KPIs we track
- Contribution margin by channel and SKU group, inventory turns, cash conversion cycle
- Common add-ons
- Multi-state sales tax, inventory support, A/P
Restaurants & hospitality
Single-site and small-group restaurants, bars and cafes
Restaurant margins live and die on prime cost. We integrate your POS, book daily sales and tips correctly, and give you food and labour cost as a percentage of sales — every week if you want it.
What we handle
- Daily sales journal from the POS, tips and comps handled
- Food, beverage and labour cost as % of sales
- Vendor A/P and short-pay tracking
- Tip reporting and payroll coordination
- Location-level P&L for groups
Restaurants & hospitality — the numbers
- KPIs we track
- Prime cost %, food cost %, labour cost %, sales per seat, weekly cash position
- Common add-ons
- Weekly reporting, payroll, A/P bill-pay
Construction & trades
Contractors, specialty trades and home-services businesses
Job costing is the whole game. We track cost and revenue by job, handle retainage and progress billing, and keep work-in-progress current so you know which jobs are actually making money.
What we handle
- Job costing — labour, materials, subs, equipment by job
- Retainage receivable and payable tracked
- Progress billing and over/under-billing (WIP) schedule
- Certified payroll coordination where required
- Equipment cost and depreciation
Construction & trades — the numbers
- KPIs we track
- Gross profit by job, WIP over/under-billing, backlog, days sales outstanding
- Common add-ons
- Job-cost setup, payroll, lender reporting
Nonprofits
Small 501(c)(3) organisations, foundations and associations
Funders and boards expect fund accounting and clean reporting. We track restricted vs. unrestricted funds, tag expenses by program, and produce the statements your board and your Form 990 preparer need.
What we handle
- Restricted vs. unrestricted fund tracking
- Expense allocation by program, admin and fundraising
- Grant and pledge tracking with release schedules
- Board-ready statement of activities and functional expenses
- Form 990 support package for your CPA
Nonprofits — the numbers
- KPIs we track
- Months of operating reserve, program expense ratio, grant burn, pledge collection
- Common add-ons
- Board reporting, 990 support, budget vs. actual
Don’t see your industry? We also work with real-estate holding and management companies, medical and dental practices, SaaS and tech startups, e-learning, and franchises. Tell us about your business.
Right chart of accounts
Built from an industry template and tuned to your operation — enough detail to be useful, not so much it rots.
The KPIs that matter
Two or three metrics per business, tracked every month, so you are managing the right number.
The right integrations
POS, e-commerce, payment processors, and payroll wired in cleanly so data flows without manual re-keying.
Set up for your business
Let’s talk about your industry.
Tell us what you do and how you make money. We’ll show you what a good month-end looks like for a business like yours.