Generic finance advice doesn't catch the problems specific to your industry. Here's what we actually watch for in each one.
Job costing that's actually tied to the right project. WIP schedules that reflect real percent-complete, not a guess. Draw timing and retainage tracked so cash flow doesn't blindside you mid-project.
Land, entitlement, and carry costs tracked by phase — not lumped into one project code. Draws and investor reporting that hold up when a partner asks for the real numbers.
Production costs allocated to the product line that actually drove them. Inventory and WIP valued accurately, so you know which lines are profitable and which are quietly losing money.
Inventory tracked accurately across every warehouse. Landed cost built into the real margin per SKU and channel, so pricing decisions aren't based on a guess.
Multi-channel revenue (Shopify, Amazon, and more) reconciled to what actually settles, not what the platform reports. Inventory costing and sales tax handled channel by channel.
Deferred revenue recognized correctly. MRR, ARR, and unit economics tracked the way your investors and board actually expect to see them.
Burn rate and runway you can trust at a glance. R&D spend tracked separately from operating costs, with reporting built for your next raise or board meeting.
Owner statements that reconcile to the bank, not just the spreadsheet. Trust fund tracking kept strictly separate. Reporting broken out by property, not blended into one confusing number.
Regulatory net worth and liquidity thresholds monitored before they become a compliance problem. Trust-excluded balance sheets built the way examiners actually want to see them.
Client trust funds (IOLTA) kept strictly separate from operating funds. Billable time reconciled against what's actually collected, not just what's invoiced.
Loan portfolio and branch-level reporting built for how examiners and boards actually read it — not a generic P&L that hides where performance is really coming from.
If your business runs on real, industry-specific numbers — job costing, inventory, multi-entity reporting — we've likely built for something close to it. Let's talk specifics.
Book a Call