Accounting support built around your industry
Every engagement is shaped by the way your sector actually operates, from property portfolios and clinic payroll to white-label work for CPA and EA firms. Browse the full catalogue by industry below.
Real Estate5 services
Accounting support for property owners, landlords, and real estate operators who need clean books across entities and portfolios.
- 01
Bookkeeping & Reconciliation
Structured bookkeeping and reconciliation support that helps CPA firms and growing businesses maintain accurate, organized, review-ready financial records.
- 02
Rental Income Tax Filing
Organized source documents and review-ready workpapers for rental income reporting.
- 03
Property Tax Planning
Structured analysis and documentation to support property tax planning decisions.
- 04
CFO Advisory Services
Experienced financial guidance for property portfolios without building another internal layer.
- 05
Audit Support
Preparation, schedules, and documentation that make audit fieldwork move faster.
Business Owners5 services
Day-to-day finance support for owner-led businesses that need accurate books, dependable payroll, and clear reporting.
- 01
Accounting & Bookkeeping
A recurring bookkeeping cycle that keeps the books current and the trail clear.
- 02
Payroll Management
Coordinated payroll inputs, records, and accounting entries with fewer handoff gaps.
- 03
IRS Representation
Organized documentation and response preparation for IRS notices and examinations.
- 04
Tax Planning & Filing
Organized records and review-ready workpapers through planning and filing season.
- 05
CFO / Virtual CFO
Senior financial guidance on a defined cadence, without a full-time hire.
Services for CPA & EA5 services
Delivery capacity for CPA and EA firms that need structured support behind their own client relationships.
- 01
White-Label Bookkeeping
Recurring bookkeeping delivered behind your firm's brand and review process.
- 02
Tax Return Preparation
Prepared returns and workpapers delivered into your firm's review process.
- 03
IRS Representation Support
Documentation and response preparation behind your firm's representation work.
- 04
Audit Support & Review
Preparation and schedule work that keeps audit engagements moving.
- 05
Overflow Work Management
Flexible capacity that absorbs peak workload without permanent headcount.
Medical Practices4 services
Accounting and payroll support built around how clinics and medical practices actually operate.
- 01
Medical Practice Accounting
Books that reconcile across payers, providers, and locations.
- 02
Payroll for Clinics & Staff
Payroll coordination across clinical, administrative, and contracted staff.
- 03
HIPAA-Compliant Bookkeeping
Bookkeeping delivered under access controls and handling procedures built for health data.
- 04
Tax Filing & Compliance
Filing preparation and compliance tracking across the practice's obligations.
Restaurants & Hotels4 services
High-volume, daily-cycle accounting support for hospitality operators working on thin margins.
- 01
Daily Sales Reconciliation
Daily POS, deposit, and settlement reconciliation that keeps revenue accurate.
- 02
Payroll for Hourly Staff
Payroll coordination built for shifts, tips, and high staff turnover.
- 03
Tax Filing & Compliance
Filing preparation across sales, payroll, and entity obligations.
- 04
Food Cost & P&L Reporting
Cost-of-sales and margin reporting that shows where the margin actually goes.
Industries & Services4 services
Accounting support shaped around the reporting patterns of specific industries and filing needs.
- 01
Individual Tax Filing
Organized documents and review-ready workpapers for individual returns.
- 02
IT & Tech Companies
Accounting and reporting built around recurring revenue and project delivery.
- 03
E-Commerce & Retail
Multi-channel reconciliation, inventory records, and margin reporting.
- 04
Non-Profit Organizations
Fund tracking, grant records, and reporting built for board and funder review.
Not sure which engagement fits?
Tell us how your practice runs today and we will map the right delivery pod: preparation, review, or full-cycle support.