Expert Analysis & Advice

Industry Insights

Stay informed with the latest tax strategies, compliance updates, and financial best practices for your businesses.

Outsourcing for property managers
Property Management

Outsourcing for property managers

Free your team from back-office bottlenecks with property-level P&Ls, timely reconciliations, and lease‑aligned CAM allocations, so managers focus on residents and growth while owners get real‑time NOI and delinquency visibility.

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Real estate owners: structure and wills
Real Estate

Real estate owners: structure and wills

Protect assets and streamline taxes with the right entity mix, clean capital accounts, and coordinated legal documents, so heirs inherit organized records and you execute distributions, refinances, and exits without friction.

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Tech startups: clean books to raise
Technology

Tech startups: clean books to raise

Build investor trust with SaaS‑ready revenue recognition, automated Stripe and payroll entries, and monthly KPI packs for margin, CAC payback, burn, and runway—backed by an organized, diligence‑ready data room.

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Restaurants: prime cost control
Restaurant

Restaurants: prime cost control

Win the weekly game with a Prime Cost dashboard from POS, invoices, and timesheets, plus recipe costing, waste tracking, and menu engineering to protect margins without compromising guest experience.

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Construction: job costing that ties out
Construction

Construction: job costing that ties out

Deliver banker‑ready WIP with standardized cost codes, committed cost tracking, and GL‑tied over/under‑billing, while POC reports, change control, and estimating vs actuals expose slippage before it erodes margin.

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Healthcare clinics: compliance‑ready books
Healthcare

Healthcare clinics: compliance‑ready books

Make reimbursements reliable by separating EOBs from operating revenue, matching deposits to claim batches, and reconciling ERAs, with HIPAA‑aware workflows and monthly KPIs like days in AR and collection rate.

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