Home/Industries
Twelve industries. The same discipline in each.
The bookkeeping is the same; what goes wrong is different. Here is what we watch for in each, from fifteen years of seeing the same problems arrive in new trucks.
What goes wrong, and what we do about it.
-
Electricians
Job costing that actually tracks to jobs, materials that get billed, and payroll for crews that move between sites. The books tend to lag the trucks by a month; we close the gap.
Talk to Deb about your books -
Plumbers
Service calls, parts inventory, and deposits on bigger jobs, all landing in the right period. The common failure is deposits booked as income; we catch it.
Talk to Deb about your books -
HVAC
Seasonal cash flow, equipment financing, maintenance contracts billed ahead of the work. The books need to show what has been earned versus what has been collected. Most do not.
Talk to Deb about your books -
Auto mechanics and shops
Parts, labor, and sublet on every ticket, and a parts inventory that has to reconcile. We tie the shop management system to QuickBooks so margin per job is a real number.
Talk to Deb about your books -
E-commerce
Shopify and Amazon payouts that arrive net of fees, inventory across warehouses, cost of goods that has to be right or the whole P&L is fiction. This is our deepest specialty.
Talk to Deb about your books -
Retail
Point of sale reconciled to the bank, inventory counted and valued, sales tax by jurisdiction. Retail books go wrong quietly; we look every month.
Talk to Deb about your books -
Law firms
Operating books plus client trust accounts, reconciled three ways, in the format the State Bar wants. Trust accounting is the one area where a bookkeeping mistake is a disciplinary matter.
Talk to Deb about your books -
Real estate
Commissions split across agents and periods, escrow that is not revenue, and property-level reporting for investors. We keep the entities straight so the CPA does not have to.
Talk to Deb about your books -
Architects and designers
Project billing by phase, reimbursables that need to be recovered, and consultants passed through. Time is the inventory; the books should show where it went.
Talk to Deb about your books -
Private physicians
Insurance receivables, patient payments, and a practice management system that rarely agrees with the bank. We reconcile the two and report by provider.
Talk to Deb about your books -
Psychologists and therapists
Small practices with sessions, sliding scales, and a lot of small deposits. The books are simple until they are not; we keep them simple.
Talk to Deb about your books -
Physical therapists
Patient billing, insurance, equipment, and a clinic payroll. Same pattern as physicians, smaller scale, same need for the numbers to tie.
Talk to Deb about your books
Probably still fine.
Twenty-five years in corporate accounting covered more industries than fit on one page. If yours is not here, the free review is still the right first step. If we are not the right fit, we will say so and point you somewhere better.
Talk to Deb first. Then decide.
A thirty-minute call, no cost, no pitch. You tell her where the books stand. She tells you what she would do about it and roughly what it takes. You can do whatever you want with that.
Or just call. (833) 653-7545