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Industries

Eight industries.
Eight different sets
of particular headaches.

Nobody is a specialist in everything, and a firm that claims otherwise is describing a brochure rather than a bench. These are the sectors where we have enough repetition to be genuinely useful on the first call.

Law firms, architects, engineering practices, consultancies and agencies. Partner compensation, unbilled work in progress, and revenue that arrives long after the effort that produced it.

Partner compensation WIP & unbilled Multi-state sourcing Cash basis elections

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Construction & real estate

General contractors, subcontractors, developers and property holders. Percentage-of-completion reporting, bonding requirements, job costing that survives an audit, and property held in the wrong entity.

Bonding-ready statements Job costing Cost segregation 1031 exchanges

Life sciences & technology

Software companies, device manufacturers, biotech and the service businesses around them. Research credits, Section 174 capitalization, equity compensation and investor-grade reporting.

R&D credits Section 174 409A valuations Investor reporting

Healthcare practices

Physician groups, dental practices, veterinary clinics and behavioral health. Buy-ins and buy-outs, compensation formulas that outlived their logic, and practice sales to consolidators.

Physician buy-ins Compensation models Practice sales Equipment planning

Manufacturing & distribution

Producers, fabricators, wholesalers and importers. Inventory valuation and absorption, capital expenditure timing, and a multi-state footprint that grew faster than the registrations behind it.

Inventory & absorption Nexus & apportionment Capex timing Process R&D

Nonprofit organizations

Foundations, social service agencies, independent schools and arts organizations. Form 990, functional expense allocation, restricted fund tracking and single audit requirements.

Form 990 Single audit Restricted funds Board reporting

Restaurants & hospitality

Independent restaurants, small groups, caterers and hotels. Tip credits, multi-unit reporting, tight margins that reward a fast close, and sales tax across several jurisdictions.

FICA tip credit Multi-unit reporting Sales tax Weekly cash flow

Family offices

Families managing operating businesses, real property, trusts and investments together. Consolidated reporting, entity sprawl, gifting programs and coordination across generations.

Consolidated reporting Trust returns Gifting programs Entity design
Why it matters

Industry knowledge is mostly knowing what to ask.

A generalist will eventually get to the right answer. The difference is how many meetings it takes, and whether the question was asked before the deadline that made it expensive.

A contractor should not have to explain retainage. A physician group should not have to explain why the buy-in formula is structured the way it is. A software company should not have to discover Section 174 from us in February. Repetition across an industry is what turns those into first-meeting questions rather than third-year surprises.

If your sector is not on this list, say so on the call. We would rather tell you honestly that another firm is a better fit than learn your industry at your expense.

240+
Privately held companies on retainer
8
Industries with a dedicated bench
17
Years of accumulated repetition
21
States we file in each year
Your sector

Tell us what you do.
We will be honest about fit.

If we are not the right firm for your industry, we will say so on the first call and point you somewhere better.