Industries
We Know Your Industry. We Know Your Numbers.
Every industry has its own financial complexity — different revenue models, cost structures, and reporting needs. We bring industry-specific context to every engagement so the work we do actually fits how your business operates.
Law firms, consultancies, staffing, and advisory businesses
Professional Service Firms
Service firms run on utilization, billing cycles, and project margins — but most lack the financial visibility to manage them well. We build reporting structures and forecasting models that give leadership real-time clarity on revenue, capacity, and profitability.
Common Challenges
- Inconsistent revenue tied to project timing and billing cycles
- No visibility into per-project or per-client profitability
- Manual invoicing and collections workflows
- Difficulty forecasting cash flow around retainer and milestone payments
How We Help
- Revenue recognition and billing workflow design
- Project-level P&L reporting
- Cash flow forecasting around billing cycles
- Finance stack audit and automation for billing and collections
Agents, brokers, investors, and property managers
Real Estate Professionals & Investors
Real estate businesses deal with complex transaction timing, entity structures, and capital allocation decisions. We bring financial clarity to portfolios, help operators understand true returns, and build the systems needed to scale without losing control.
Common Challenges
- Multiple entities with no consolidated financial view
- Unclear returns across properties or deals
- Inconsistent bookkeeping across transactions
- No system for tracking capital deployment and distributions
How We Help
- Multi-entity financial consolidation and reporting
- Property-level and portfolio-level P&L
- Capital tracking and distribution modeling
- Software audit and migration for property management tools
HVAC, plumbing, electrical, landscaping, and trades
Home Service Businesses
Home service operators are often running fast — managing crews, jobs, and equipment — without a clear financial picture. We help them understand job-level profitability, manage cash flow through seasonal swings, and build the reporting infrastructure to support growth.
Common Challenges
- No visibility into job-level margins or crew profitability
- Cash flow volatility tied to seasonality and payment timing
- Disconnected field management and accounting tools
- Owners spending too much time on financial admin
How We Help
- Job costing and crew-level profitability reporting
- Seasonal cash flow planning and forecasting
- Integration between field management software and accounting
- Monthly close and financial operations support
General contractors, subcontractors, and project-driven firms
Construction & Project-Based Companies
Construction businesses live and die by job costing, WIP management, and cash timing. We build the financial systems that give project-based operators visibility into where money is going — and where it should be going — across every active job.
Common Challenges
- Inaccurate or missing job cost tracking
- WIP schedules that don't reflect true project status
- Cash flow gaps between billing milestones and expenses
- Lenders and bonding companies requiring clean financials
How We Help
- Job costing setup and ongoing reporting
- WIP schedule preparation and review
- Cash flow forecasting tied to project billing schedules
- Financial clean-up and audit-ready book preparation
Marketing, design, PR, and digital agencies
Agencies & Creative Firms
Agencies grow fast and often outpace their financial infrastructure. Retainer revenue, project work, and contractor costs create complexity that most agency owners aren't equipped to manage without the right systems. We build the reporting and forecasting layer that keeps growth profitable.
Common Challenges
- Retainer and project revenue mixed without clear tracking
- High contractor costs with no visibility into margin impact
- No forward-looking cash flow model
- Finance tools that don't connect to project management systems
How We Help
- Revenue segmentation by client, retainer, and project type
- Contractor cost tracking and margin analysis
- Rolling cash flow forecasts and scenario modeling
- Integration between project management and accounting tools
Restaurants, retail stores, and businesses with multiple locations
Retail, Hospitality & Multi-Location Operators
Multi-location businesses need financial visibility at both the unit and consolidated level. We build the reporting infrastructure that lets operators compare performance across locations, identify underperformers early, and make capital allocation decisions with confidence.
Common Challenges
- No consolidated view across locations or entities
- Inconsistent bookkeeping practices across units
- Inventory and COGS tracking that doesn't reflect reality
- Difficulty identifying which locations are actually profitable
How We Help
- Multi-location consolidated financial reporting
- Unit-level P&L and performance benchmarking
- COGS and inventory workflow design
- Standardized close process across all locations
Businesses scaling toward $5M–$50M in revenue
Growing Companies Preparing for Expansion
At a certain stage, the financial systems that got you here won't get you there. We work with growth-stage businesses to build the infrastructure — reporting, forecasting, controls, and systems — that supports the next phase without the overhead of a full finance team.
Common Challenges
- Financial systems built for a smaller business
- No CFO-level oversight or strategic financial guidance
- Investors or lenders asking for reporting that doesn't exist yet
- Leadership making decisions without reliable forward-looking data
How We Help
- Fractional CFO advisory and strategic financial planning
- Finance stack buildout and automation
- Investor and lender reporting package design
- KPI dashboards and operating metrics infrastructure
Don't See Your Industry?
We work with a wide range of established businesses. If your industry isn't listed, reach out — the financial challenges are often more similar than they appear, and we're happy to talk through whether we're a fit.
Ready to Build a Finance Function That Fits Your Business?
Every engagement starts with a discovery conversation. We'll learn how your business operates and identify the highest-leverage financial improvements available to you.