Transport
Trucking companies: document checklist
Settlements, fuel and IFTA, factoring, per diem. The paperwork that makes trucking books different.
Hospitality
Restaurants: document checklist
Daily sales summaries, tips, comps and delivery platforms. Where restaurant reconciliations actually break.
Trades
Construction contractors: document checklist
Job costing, retainage, lien waivers and subcontractor compliance. Collected per job, not per month.
Retail & online
Ecommerce sellers: document checklist
Payout reports, marketplace fees, sales tax and COGS. Where gross sales and bank deposits stop matching.
Property
Real estate agents: document checklist
Commission statements, splits and referral fees. Plus the multi-entity mess that follows a successful agent.
Personal services
Salons & barbershops: document checklist
Booth rent or employees, tips, retail versus service. The three things that decide how the books work.
Nonprofit
Nonprofits & churches: document checklist
Restricted funds, grant agreements, in-kind gifts and board minutes. Documents no commercial client ever has.
Professional services
Law firms: document checklist
The trust account is the whole job. Everything else is ordinary bookkeeping.
Healthcare
Medical practices: document checklist
EMR deposits, insurance remittance advice and patient AR. Plus a HIPAA conversation before you start.
Financial services
Insurance brokers: document checklist
Premium trust accounts, agency-billed versus direct-billed, and commission statements that never quite match.