We Work in Six Industries, and We Learn Each One Deeply.

Dental Clinics · Med Spas · Clinician-Owned Practice

Most dental and med spa practices are run by clinicians, not accountants — for good reason. But somewhere between the practice management software, the payment processor, and the bank feed, the numbers stop telling the truth. You know revenue is up. You don't know if margin is.

Fire Protection · Sprinkler · Alarm · Extinguisher Companies

Fire protection, sprinkler, alarm, and extinguisher companies run on a business model that should be one of the most predictable in the trades: recurring inspections, code-required renewals, and contracted service. Most companies just can't see the numbers clearly enough to prove it.

Mechanical & HVAC-R Service · Overhead Doors & Docks

Mechanical, HVAC-R service, and overhead door and dock companies run on technicians, trucks, and service agreements. That's a lot of moving parts, producing a lot of data — but most of that data never turns into an actual decision.

Independent Shops · Fleet Maintenance

Every week an independent shop or fleet maintenance operation is buying parts, scheduling bays, and managing labor — a constant stream of activity that rarely gets turned into financial reporting anyone actually uses.

Independent Retail · Specialty Shops · Small Distributors

Independent shops and small distributors run on inventory, margin, and turn. There's real money in that model — if you can see which products and categories are actually earning the cash and shelf space they take up.

Full-Service Restaurants · Multi-Location Groups

Full-service restaurants and growing hospitality groups run on some of the thinnest margins of any industry we work in — and some of the least reliable reporting. POS data, food and beverage cost, and labor scheduling all live in different systems, and they rarely add up to what actually hits the P&L.