Industries We Serve

We work with small and medium businesses of every kind. In three industries we bring a perspective that generalist firms usually don't.

Most of what a business needs from a CPA is the same whatever it sells: accurate books, a return filed correctly, and someone who answers the phone when a notice arrives. We do that work for clients across a wide range of industries.

But some industries carry accounting problems that only show up if you've seen them before — a revenue rule that changes when contracts run across years, a reporting format a funder insists on, a credit that goes unclaimed because nobody asked the right question. In the three below, we bring that specific perspective.

Construction

Contractors carry risk that never appears on a standard income statement: work billed ahead of cost, retainage held for months, and margin that only reveals itself job by job.

Job costing so profitability is visible per project, not just per quarter
Work-in-progress schedules and percentage-of-completion reporting
Retainage tracking on both receivables and payables
Financial statements formatted for bonding and licensing requirements
Multi-state payroll and registration for crews working across jurisdictions
Equipment purchase timing and depreciation planning

Non-Profit

Non-profit accounting answers to funders and regulators as much as to management, and the reporting has to satisfy all of them from the same set of books.

Form 990 preparation and review
Restricted and unrestricted fund tracking
Functional expense allocation across program, administrative and fundraising
Grant compliance and reporting to funders
Board-ready financial packages
Guidance on single audit thresholds and audit readiness

Technology

Technology companies tend to have complicated books long before they have complicated revenue, and the tax treatment of how you have funded and compensated the team matters early.

R&D credit identification and documentation
Revenue recognition for subscription and multi-year contracts
Equity compensation and its interaction with owner tax planning
Burn rate, runway and cash reporting for boards and investors
Multi-state nexus created by remote employees
Reporting packages for due diligence and financing rounds

More Industries We Work With

The three above are where we go deepest, not the limit of who we work with. These come up often enough that we know where the problems usually are.

Healthcare

Practice-level reporting, payer mix and the payroll complexity that comes with clinical and administrative staff on different arrangements.

E-Commerce

Sales tax across states and marketplaces, inventory that sits in several places at once, and reconciling platform fees back to real margin.

Retail

Inventory valuation, point-of-sale reconciliation and planning around seasonal swings in cash.

Restaurants

Tip reporting and allocation, food and labour cost tracking, and margins thin enough that small reporting errors matter.

Crypto and Digital Assets

Cost basis tracked across wallets and exchanges, disposal reporting, and guidance that keeps moving.

Freelancers and Consultants

Quarterly estimates, self-employment tax, deductible home office and equipment, and knowing when income justifies an entity.

Don't see yours? Most of our clients are ordinary small and medium businesses that don't fit a category neatly. Get in touch and we'll tell you plainly whether we're the right fit.

Talk to a CPA

Tell us what you need and we'll come back to you with how we'd approach it. No charge for the first conversation.

Request a Consultation 415-423-5845