03 · Industries we serve
Four verticals, known cold.
A generalist firm learns your industry on your invoice. We picked four verticals and built the chart of accounts, sales-tax maps, and reporting for each — so month one starts from a template that already fits, not a blank file. If you're outside these four, ask anyway; if we're not the right fit, we'll say so and point you somewhere better.
01 · Trades & contractors
Job costing that tells you which crews and contracts actually make money.
What usually hurts
- Quoting from gut feel because job costs live in five places
- Progress billing, holdbacks, and deposits muddying revenue
- Payroll across field crews, subs, and overtime rules
What we do about it
- Job-level cost tracking wired into the monthly books
- WIP and holdback treatment that survives year-end
- Equipment purchase vs. lease math run before you sign
Typical stack: QuickBooks Online + Jobber or ServiceTitan, Dext for field receipts
02 · Clinics & health practices
Clean split of practitioner earnings, room rents, and clinic overhead.
What usually hurts
- Associate splits and room-rental income tangled in one account
- Mixed HST treatment — exempt services beside taxable ones
- Professional-corporation rules layered on regular tax
What we do about it
- Practitioner-level profitability every month, not annually
- Sales-tax mapping reviewed by the tax side, not guessed
- Owner-pay planning built for professional corporations
Typical stack: QuickBooks Online + Jane or similar clinic software, Plooto for payables
03 · Agencies & studios
Utilization and project margin made visible — before the quarter ends.
What usually hurts
- Retainers, projects, and pass-through media spend blurring revenue
- Deferred revenue ignored until it bites at year-end
- No idea which clients are profitable after the third revision
What we do about it
- Client and project-level margin in the monthly report
- Deferred-revenue schedules kept current, not reconstructed
- Capacity math for the next hire — before burnout decides for you
Typical stack: QuickBooks Online or Xero + Harvest, Wagepoint for payroll
04 · E-commerce
Inventory, platform fees, and multi-channel sales tax — reconciled monthly.
What usually hurts
- Shopify, Amazon, and Stripe payouts that never match sales
- Inventory and COGS treated as an afterthought
- Sales tax across provinces and platforms
What we do about it
- Channel-by-channel reconciliation, fees and refunds included
- Real gross margin after shipping, fees, and returns
- Inventory counts tied to the books, not beside them
Typical stack: Xero or QuickBooks Online + A2X, inventory sync from your platform
99 · Next step
In one of these four? Then the diagnostic is fast.
We already know where your industry's books go wrong. Two minutes on the quiz, or book the consultation directly — either way you get a fixed monthly number in writing.