Industries
Who we work with
Attorneys & law firms
Monthly three-way IOLTA and trust account reconciliations, client ledger tracking, operating bookkeeping, and partner reporting, as your outsourced accounting team or alongside your in-house staff.
How we help attorneys & law firms →Consultants & technical advisors
Engineers, developers, and technology advisors with consulting or board income on the side: Schedule C, home office and equipment deductions, retirement plan options, and quarterly estimates.
Contractors & trades
Job costing, contractor 1099s, vehicle and equipment expenses, and estimated taxes for construction and home-service businesses.
Entertainment professionals
Musicians, actors, performers, producers, content creators, and crew. We handle 1099 and W-2 income from many sources, multi-state touring and filming income, agent and manager fees, royalties, equipment and travel deductions, and quarterly estimated taxes, with bookkeeping for your loan-out company or LLC.
Freelancers & gig workers
Self-employment income, deductible expenses, quarterly estimates, and a simple system that keeps you ready for tax time.
Individuals & families
W-2 income, investments, retirement, rental properties, and life changes like marriage, a new child, or a home purchase.
Nonprofits
Fund tracking and books prepared for a partner CPA's review or audit.
Professional services
Consultants, agencies, and practices that bill by project or retainer and want clear monthly numbers.
Professionals working internationally
US citizens on overseas, government, or international assignments: foreign earned income exclusion, foreign tax credits, and FBAR reporting for accounts abroad.
Real estate investors
Rental income and expense tracking by property, depreciation records, and Schedule E or partnership returns.
Restaurants & food service
Daily sales, tip reporting, payroll, and tight cash-flow tracking.
Retail & e-commerce
Sales channel reconciliation, inventory tracking, sales tax records, and 1099-K reporting.
Sales professionals
Auto, tech, pharmaceutical, real estate, and other product sales. We handle commissions, bonuses, and stock awards; Schedule C deductions for 1099 commission reps; and statutory employee returns (W-2 Box 13 checked), where mileage, travel, phone, and other selling expenses can be deducted against your W-2 income. We also plan quarterly estimated taxes for uneven commission income.
Technology & financial services executives
Salary, bonuses, RSUs, stock options, and ESPP shares from large tech and finance employers, with cost basis corrected so you aren't taxed twice. Multi-state returns for the NY/NJ commute, relocations, and remote work.
Don't see your industry?
We work with all kinds of small businesses. Book a call and tell us about yours.