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INDUSTRIES

Industry-focused bookkeeping
for growing businesses

Break free from the ordinary. Exclusively for small to mid-sized entities firms in the legal, construction, and medical sectors, our accounting experts provide tailored solutions for your unique needs.

Trust Accounting

Compliance State Bar IOLTA Accounting 

IOLTA Trust Account Reconciliation

Client Cost Advanced Accounting

Revenue Recognition

Financial Reporting and Analysis

Job Costing Analysis

Monthly A/R Aging

Time & Material Billing

Prepare Change Orders

Progress Billing

Reports Invoicing, Client Follow-up 

Bank Reconciliations

Month-end Closings

Revenue by Customer

Monthly P&L

Freelancer 1099-NEC Tracking & Filing

Cash Flow Reporting

Bank Reconciliations

Month-end Closings

Commission Income by Carrier

Producer Commission Split Tracking

Carrier Statement Reconciliation

Monthly P&L & Cash Flow Reporting

Bank Reconciliations

Month-end Closings

AR & AP Management

Fixed Assets Management

Third-Party Billing and Collections

Surgery Cost and Profitability Analysis

Bank Reconciliations

Month-end Closings

AUM Fee Revenue Tracking

Monthly P&L & Cash Flow Reporting

Accounts Payable & Vendor Management

1099-NEC Tracking & Filing

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