The core work is the same for every business: recording transactions, reconciling accounts, running payroll and closing each month. What changes is how we set up your accounts, classes and reports.
Local service businesses
Businesses that send crews or staff out to customers run on jobs, payroll and seasonal swings. Your books should show which work earns money.
- Customer and job tracking so you can see profit by job
- Payroll and subcontractor payments reconciled each month
- Vehicle, fuel, tools and supplies classified correctly
- Deposits and unpaid invoices kept under control
Construction and contractors
Contractors need to follow costs project by project and keep up with payroll, subcontractors and materials.
- Cost tracking by project or class
- Vendor invoice checks and accounts payable support
- Payroll and labor cost reconciliation
- Monthly reports that show where each project stands
Real estate and property management
Landlords, investors and property managers need clean records for each property, tenant and owner.
- Bookkeeping by property, with AppFolio experience
- Rent, deposit and expense tracking
- Owner and property-level financial reports
- Bank reconciliations across multiple accounts
E-commerce sellers
Online sellers deal with high transaction volumes, platform fees, refunds and inventory costs.
- Reconciliation of sales platforms and payment processors
- Fee, refund and shipping cost classification
- Cost of goods and inventory-related entries
- Monthly profit reports by sales channel
Retail and point of sale
Stores need sales data from the register to match what lands in the bank and in the books.
- Sales checked against point-of-sale reports by product or location
- Cash and card deposit reconciliation
- Vendor invoice verification and payables
- Month-end close with reviewed reports
Restaurants and hospitality
Food, beverage and lodging businesses have thin margins, daily sales and heavy payroll.
- Daily sales and deposit reconciliation
- Payroll processing and reconciliation
- Food cost and vendor invoice tracking
- Monthly profit and loss review
Nonprofits and grant-funded groups
Organizations with grants need to show exactly how funds were used.
- Monthly budget sheets for each grant
- Employee benefits reports
- Class-based tracking by program or fund
- Reconciled books ready for review and reporting
Professional services
Consultants, agencies and independent practices need simple, dependable books and regular reports.
- Accounts payable and accounts receivable support
- Bank and credit card reconciliation
- Month-end close and financial statement review
- Reports tailored to the way you manage the practice
Other small businesses
Do not see your industry? The core bookkeeping cycle is the same for every business, so we can almost certainly help.
- Chart of accounts set up around how you earn and spend
- Bank and credit card reconciliation
- Payroll, payables and receivables support
- Month-end reports in the format you want
Tell us about your business.
Share your industry, software and what you need. We reply within one business day.