Industries
Four kinds of business we know well
A SaaS startup, a Shopify brand and a beverage company each need different books. We specialize in four kinds of business and know the metrics, tools and pitfalls of each.
Small businesses
Service businesses, agencies and schools
Agencies, professional services, contractors and local businesses need accurate books, steady cash flow and a partner who picks up the phone, without hiring in-house.
- QuickBooks Online
- Xero
- Gusto
- Bill.com
Challenges we solve
- Books done "at tax time" instead of monthly
- Personal and business spending mixed
- Unclear which clients or jobs are profitable
- Cash surprises around payroll and taxes
What we report on
- Profit by client, job or service line
- Cash flow and upcoming obligations
- Receivables aging and collections
- Owner pay and distributions
Startups
Startups raising money
Pre-seed through Series A, founders need accrual-basis books, a clear view of burn and runway, and numbers that hold up in diligence.
- QuickBooks Online
- Xero
- Gusto
- Stripe
Challenges we solve
- Cash-basis books that fail investor diligence
- No reliable burn or runway number
- Board updates assembled at the last minute
- Deferred revenue and prepaid expenses ignored
What we report on
- Monthly burn, net burn and runway
- Accrual-basis P&L and balance sheet
- Board and investor update packages
- Budget vs. actual by department
E-commerce
Shopify and marketplace sellers
Shopify, Amazon and DTC brands deal with lumpy payouts, layered fees, refunds and inventory. We turn that noise into clean revenue, accurate COGS and contribution margin you can act on.
- Shopify
- Amazon Seller Central
- TikTok Shop
- Faire
- Stripe
- PayPal
- Wise
- QuickBooks Online
Challenges we solve
- Payouts booked as revenue, hiding fees
- COGS guessed instead of tracked
- Multi-state sales tax exposure
- Ad spend that can't be tied to margin
What we report on
- Gross and contribution margin by channel
- Marketing spend as a percent of revenue
- Inventory on hand and turnover
- Sales tax collected by state
CPG brands
Food, beverage and nutrition brands
Food, beverage, beauty and household brands selling through distributors and retailers need landed costs, trade spend and inventory tracked precisely. That's where margins are won or lost.
- QuickBooks Online
- Xero
- KeHe Connect
- Faire
- Shopify
- TikTok Shop
- Wise
- Bill.com
Challenges we solve
- Distributor deductions and chargebacks untracked
- Trade spend and slotting fees buried in expenses
- Inventory spread across co-packers and 3PLs
- Unit economics unclear by SKU or retailer
What we report on
- Landed COGS per unit
- Gross-to-net revenue and trade spend
- Margin by channel, retailer and SKU
- Inventory by location and production run
Don't see your industry?
If you're a growing US business with real transactions and real questions, we'd still like to hear from you.