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