Who We Serve
We proudly partner with independent professionals and business owners who want more than just accurate books — they want clarity, confidence, and a team that truly understands their world.
From service-based firms and healthcare practices to hotel and rental owners, our clients count on us to remove the financial stress from their day-to-day operations. We build customized accounting systems, offer proactive guidance, and provide support that grows with your business, no matter where your journey takes you.
Professional Services
Running a service-based business means juggling client work, deadlines, billing, and cash flow — often all at once. We understand the unique challenges behind project-based work and recurring revenue models, and we build accounting systems that help you operate smoothly and profitably.
We support:
Consultants, attorneys, and creative agencies who need help managing retainers, tracking billable hours, and keeping project profitability on track.
Architecture, engineering, and design firms navigating progress billing, complex job costing, and resource allocation.
IT providers, marketing agencies, and business advisors looking to streamline contractor payments, manage subscription or retainer models, and plan for scalable growth.
Whether your work is project-based, hourly, or retainer-driven, we help simplify your financial operations so you can focus on delivering exceptional service.
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Independent Healthcare Providers
As an independent practitioner, your time and energy should go toward patient care — not paperwork. We make your financial management easier, clearer, and more predictable, helping you run a healthier, more profitable practice.
We help healthcare professionals with:
Tracking overhead and operating expenses
Improving cash flow consistency
Managing payroll, staff, and contractor payments
Tax planning and compliance
Long-term financial strategy and retirement planning
From physical therapists and chiropractors to nurse practitioners and specialists, we support providers who want structure, clarity, and peace of mind.
Independent Hotel & STR Owners
Owning a hotel or short-term rental can be rewarding — but managing the finances can quickly become overwhelming. We help you stay profitable, compliant, and in control of your hospitality operations.
Our support includes:
Accurate income and expense tracking
Lodging tax compliance and local regulatory requirements
Budgeting, forecasting, and cash flow optimization
Strategic tax planning to reduce liability
Performance reporting to evaluate occupancy trends and profitability
Whether you run a boutique hotel, a vacation rental, or a portfolio of short-term stays, we make the financial side manageable so you can focus on creating memorable guest experiences.
