Professional Services
Consultants, marketing, and agencies. Project-based revenue, time tracking, retainers.
Industries we serve
We tailor QuickBooks & AI workflows to your model — any industry welcome.
Healthcare & Wellness
Clinics, PT, therapy practices. Insurance remits, co-pays, recurring packages.
Trades & Contractors
Construction, electrical, HVAC, plumbing. Job costing, progress billing, retainage.
Hospitality & Restaurants
Cafés, small hotels, catering. Tips, inventory-lite, day-close routines.
Creative Studios
Designers, photographers, videographers. Deposits, milestone billing, COGS-light.
IT & Tech Services
Managed IT, SaaS services. Subscriptions, deferred revenue, support SLAs.
Legal & Financial
Law firms, advisors, brokers. Trust/IOLTA awareness, retainers, compliance.
Education & Training
Tutoring, private schools, corporate training. Sessions, packages, grants.
Inventory & Products
Retail, e‑commerce, manufacturing. Inventory tracking, COGS, purchase orders, multi‑channel sales.