Industries
Industries our partners know well.
We keep our client list close to what we know, so your questions are ones we have answered before.
Construction and trades
Job costing, work-in-progress schedules and bonding statements
Medical and dental
Practice entities, owner pay, equipment and buy-ins
Restaurants
Tip reporting, sales tax, weekly cash
Real estate
Rental schedules and partnership allocations
Nonprofits
Form 990, restricted funds, single audits
Retail
Inventory and sales tax across states
Weekly cash, reconciled every week
Tip reporting, sales tax and payroll on the same calendar, handled by a partner who has run the numbers for kitchens before.
Client story
Tip reporting used to take a weekend every quarter. Now the cash is reconciled each week, and the quarter closes on its own.
- Services
- Bookkeeping, payroll, tax
- Client since
- 2014
- Partner
- Eleanor Ashcombe
Construction and trades
Job costing you can bid from
Work-in-progress schedules each month, bonding statements when the surety asks, and job costs kept in the same books you file from.
- By job
- Costs tracked in the same books
- Monthly
- WIP schedule, reviewed with you
- On request
- Statements on the surety's timetable
Filings your board can rely on
Form 990, restricted funds and audits or reviews for funders.
| Date | What's due | Status |
|---|---|---|
| May 15 | Nonprofit returns Form 990 for calendar-year organisations, or Form 8868 | |
| Nov 15 | Extended nonprofit returns Form 990 |
Next year's calendar is being prepared.
General information for the federal calendar. Confirm dates for your situation with your advisor.
Dates move to the next business day when they fall on a weekend.
Consultation
Not on the list? Ask us.
If we are not the right firm for your industry, we will say so at the first call.