Industries
Who we work with
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.
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. Works with Clio, MyCase, and other practice management tools. See Law Firm Accounting & IOLTA Reconciliation.
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.
Professionals working internationally
US citizens on overseas, government, or international assignments: foreign earned income exclusion, foreign tax credits, and FBAR reporting for accounts abroad.
Contractors & trades
Job costing, contractor 1099s, vehicle and equipment expenses, and estimated taxes for construction and home-service businesses.
Real estate investors
Rental income and expense tracking by property, depreciation records, and Schedule E or partnership returns.
Professional services
Consultants, agencies, and practices that bill by project or retainer and want clear monthly numbers.
Retail & e-commerce
Sales channel reconciliation, inventory tracking, sales tax records, and 1099-K reporting.
Restaurants & food service
Daily sales, tip reporting, payroll, and tight cash-flow tracking.
Freelancers & gig workers
Self-employment income, deductible expenses, quarterly estimates, and a simple system that keeps you ready for tax time.
Nonprofits
Fund tracking and books prepared for a partner CPA's review or audit.
Individuals & families
W-2 income, investments, retirement, rental properties, and life changes like marriage, a new child, or a home purchase.
Don't see your industry?
We work with all kinds of small businesses. Book a call and tell us about yours.