Industries We Serve
Deep expertise in the verticals where financial complexity meets rapid growth.
Every industry has unique financial dynamics. We bring domain expertise alongside deep accounting and finance knowledge to deliver solutions that actually fit how your business operates.
Marketing Agencies
Financial operations for creative and performance-driven agencies.
- ✓Retainer & project-based revenue accounting
- ✓Client & account-level profitability
- ✓Media spend reconciliation & pass-throughs
- ✓Freelancer & contractor management
Legal
Finance built for the economics of a law firm.
- ✓Matter-level profitability & realization rates
- ✓WIP and unbilled time tracking
- ✓Trust / IOLTA compliance & three-way reconciliation
- ✓Partner compensation & distribution accounting
Consulting
Project economics for firms that sell expertise.
- ✓Project & engagement-level profitability
- ✓Consultant utilization & bench management
- ✓Time & expense to revenue reconciliation
- ✓Fixed-fee vs. T&M margin tracking
IT Service Providers
Finance for MSPs and IT services — recurring revenue meets project work.
- ✓MRR / recurring contract tracking & waterfalls
- ✓Service-line & per-client margin analysis
- ✓Hardware & license pass-through accounting
- ✓Project vs. managed-services revenue separation
SaaS & Technology
Finance infrastructure built for recurring revenue businesses.
- ✓MRR/ARR modeling & cohort analysis
- ✓ASC 606 revenue recognition
- ✓Investor & board reporting packages
- ✓Cap table management & scenario modeling
Private Equity
The finance function you install in your portfolio companies.
- ✓Embedded execution: full finance function + thesis tracking in 6-8 weeks
- ✓30 days from surviving diligence — always
- ✓One team, one standard across the entire portfolio
- ✓27+ data connectors with 15-minute real-time sync
Content Creators
Finance operations for creators building real businesses.
- ✓Multi-platform revenue tracking & reconciliation
- ✓Entity structuring (LLC, S-Corp optimization)
- ✓Quarterly estimated tax planning
- ✓Sponsorship & brand deal accounting
Accounting Firms
The finance function behind the firm that does everyone else's.
- ✓Your firm's own month-end close & financials
- ✓White-label / overflow capacity for client work
- ✓Staff utilization, realization & engagement margin
- ✓Owner compensation & partner distributions
Don't see your industry?
Our core expertise translates across verticals. If you're a growing mid-market business, we'd love to talk.
Get in Touch