Your industry,

our expertise


Your customer has customers — and you keep all of them happy.

It’s refreshing to work with people who understand how to run a business. But the stress level is high because they have more demands — and so much depends on you coming through.  You can’t drop the ball on any of your accounting.

  • Which of your leads are most profitable?
  • What is your customer acquisition cost — and what is their lifetime value?
  • How your website is converting?
  • If you’re in the black…or in the red?

We’ll stay on top of your financials, so you can stay on top of customer satisfaction.

Cannabis Industry

You improve people’s quality of life and help them feel better.

You do good work, treating people with a range of health conditions, from chronic pain and cancer to arthritis and multiple sclerosis. Yet with ever changing government regulations — and fluctuating popular opinion — you need to stay on top of your business.

  • How quickly you go through your cannabis stock?
  • How many new medical patients or recreational clients did you see in a given time?
  • How much cash is on hand…and how much capital is available to invest?
  • How to navigate Section 280E/471 come tax season?
  • If you’re in the black…or in the red?

We’ll dispense astute financial counsel, so you can keep dispensing cannabis.


You’ve worked hard to build a name and product or service that people recognize and have come to appreciate.

Whatever you provide — people know to expect quality and precision, and they’re glad to have access to it from multiple locations. But your financial success over time means you need to keep planning for the future.

  • Your average order size, per customer?
  • Which locations are generating the highest levels of profit — and which are on the bottom?
  • Your employee turnover rate?
  • If you’re in the black…or in the red?

We’ll build you a solid financial framework, so you can keep building your empire.

Healthcare Industry

People in pain or those struggling with medical issues come to you — and you help them.

You may be a physical therapy or wellness center, a health clinic or fitness facility — whatever the field, you help people manage their health conditions and improve their wellbeing. But you still need to keep your finger on the pulse of your business.

  • How many patients come through your door…and how many come back again?
  • Which physician or therapist is seeing the most patients?
  • How long does it take to get an insurance payment…and what percent of payments get rejected?
  • If you’re in the black…or in the red?

We’ll keep track of your financials, so you can keep track of your patients.

You want us minding your business

With our custom accounting solutions, you’ll save money and grow your business.

We dive into your company, exploring every facet so we understand how it works and where you want to take it. We use that to develop a tailored accounting system specifically for you.

Based on our assessment of your needs, preferences, and best accounting practices — we build a customized dashboard.

So you can view your most important business metrics in real time, with the click of a button.

Let’s start tracking your accounts today.