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Who We Serve
Every business makes and loses money in its own way. A gallery isn't a PR firm, a PR firm isn't a contractor, and none of them keep their books alike. What we've learned working across all of them is that the real financial headaches are specific to the work, and the person who can actually help is the one who already understands that work.
That's where we come in. We've spent years working inside these businesses, so we know where the money tends to hide, what trips each kind of owner up, and how to keep the whole picture clear. Below are the industries we go deepest on. If yours isn't here, reach out anyway. Odds are we've seen something close.
-
Arts & Culture
Where we go deeper.
Most business managers can keep your books. Fewer understand how a gallery actually sells, how an artist gets paid, or how a collection holds its value over time. Because we've worked inside these businesses, we handle the parts that are specific to creative work:
Consignment accounting and artist payments: tracking sales splits, reconciling what's owed, and sending clean reporting to artists and their accountants.
Gallery operations and sales protocol: building out how a gallery quotes, holds, invoices, and closes a sale, so nothing slips through the cracks.
Exhibition and art fair budgeting: planning and tracking the true cost of a show or a booth, from framing and shipping to travel and install.
Collection budgeting for collectors: running a private collection with the discipline of a business, so acquisitions, storage, insurance, and loans are all accounted for.
Multi-platform revenue tracking: following the money across websites, partnerships, and collector relationships when sales don't run through a single channel.
-
Built for the way agencies actually run.
The agency model looks simple from the outside (sell time and talent), but the money underneath is messy: retainers and projects running at the same time, costs fronted for clients, a rotating cast of freelancers, and payroll that crosses state lines. We know that model well, and we run the financial side of it so you can stay on the clients and the work.
Retainers and project work, tracked separately: recognizing revenue correctly across monthly retainers and one-off project (SOW) work, so you always know what you've actually earned versus what you've just invoiced.
Client billables and pass-through costs: tracking reimbursable expenses and rebilling them to clients, so the money you front comes back to you instead of quietly eating your margin.
Freelancers and contractors: onboarding, paying, and keeping clean records for the freelance publicists, designers, and producers agencies rely on, with 1099s handled at year end.
Payroll and benefits across states and cities: running payroll and benefits, plus the extra state and local withholding that kicks in when your team or your clients cross jurisdictions.
Project budgeting and costing: building and tracking a budget per project, so you can see which work is genuinely profitable and which is bleeding money.
Contracts and business affairs: reviewing and coordinating client, vendor, and freelance agreements so the terms you signed match the way you actually get paid.
-
Built for project-based creative work.
A design or branding studio sells creative work in projects, not hours on a shelf, and every project carries its own budget, timeline, and cast of collaborators. The money gets complicated fast: scopes that shift, freelance and production costs that eat into the fee, and a client who paid a deposit weeks before the work wraps. We keep the financial side of each project as organized as the work itself, so you can see what you're really making.
Project budgets and scopes of work: setting up a budget for each engagement and tracking spend against the scope, so a project that drifts doesn't quietly turn unprofitable.
Milestone and deliverable billing: invoicing in step with the work, deposit, milestones, and final delivery, so cash comes in as the project moves instead of all at the end.
Freelance and production costs: paying the contract designers, developers, photographers, and production vendors a project pulls in, and keeping their costs tied to the right job.
Margin by project: showing what each project actually earned after the people and production behind it, not just the headline fee.
Payroll, benefits, and business affairs: running payroll and benefits for a growing studio, and handling the contracts, insurance, and compliance that come with it.
-
Built for commission-based income.
Commission income runs hot and cold (a big close one month, quiet the next), and the tax and structuring questions that come with being your own business are easy to put off until they cost you. We run the financial side of an agent's or broker's business, so the good months carry the slow ones and nothing catches you off guard at tax time.
Smoothing lumpy commission income: planning around irregular payouts, so a slow stretch doesn't become a cash crunch and a big close doesn't get spent before the tax on it is set aside.
Estimated taxes and self-employment tax: calculating and staying ahead of quarterly payments, so you're never surprised by what you owe.
Entity and expense structuring: working with your CPA on whether an LLC or S-corp fits, and tracking the mileage, marketing, and business expenses that lower your bill.
Bookkeeping and clean reporting: keeping books that show what you actually earned after splits, fees, and costs.
Financial and lifestyle planning: turning irregular income into steady footing: savings, retirement, and planning for the life the commissions are meant to pay for.
-
Landlords
Built for property owners.
Owning property looks like passive income right up until a boiler dies, a tenant stops paying, and the property tax bill lands in the same month. Real estate earns in a lumpy, expense-heavy way, and if your books lump every building together, you can't tell your strong properties from the ones quietly bleeding you. We keep the money organized property by property, so you always know where you actually stand.
Income and expenses by property: tracking rent, repairs, utilities, and management fees building by building, so you can see the real return on each one instead of a blurred total.
Security deposits handled correctly: recording deposits as tenant money you're holding, not income, so your books and your obligations stay straight.
Mortgage, escrow, taxes, and insurance: keeping debt service, property tax, and insurance tracked and planned for, so the big periodic bills never catch you short.
Repairs vs. improvements: separating everyday repairs from capital improvements, since they're treated differently at tax time and your CPA will need them split.
Vendors, contractors, and 1099s: paying the trades and property managers, keeping the paperwork, and handling 1099s at year end.
Multiple entities and properties: keeping the books clean when each building sits in its own LLC, so nothing gets crossed.
-
Construction and Contractors
Where the money actually goes.
A construction business can be busy and still broke: cash tied up in open jobs, materials paid for before the client pays you, and a crew to make whole either way. We bring the financial discipline a project-based business needs to stay solvent: knowing the real cost and margin of every job, and keeping cash moving while you wait to get paid.
Job costing and margin by project: tracking labor, materials, and overhead against each job, so you know which ones make money and which quietly lose it, before the job closes out rather than after.
Progress billing and retainage: invoicing in step with the work, and keeping track of the retainage held back until closeout so it doesn't get forgotten.
Subcontractor and 1099 management: paying subs, collecting the paperwork (W-9s, lien waivers, insurance certificates), and handling 1099s at year end.
Cash flow through the gap: planning around the stretch between paying for materials and labor and getting paid by the client, so payroll and suppliers are always covered.
Payroll, insurance, and compliance: running payroll and staying on top of workers' comp, liability insurance, and the filings a job site requires.
-
Interior Designers
Built for the money behind the design.
A design practice is really two businesses in one: the creative work clients hire you for, and the flow of their money through you to buy everything a project needs. Most of the financial trouble designers run into lives in that second business. We run it for you, so the fees you earn stay clear of the money that's just passing through, and nothing gets lost between the deposit and the delivery.
Client deposits and retainers: tracking the money clients pay up front for purchases as what it is, funds held on their behalf rather than income, so your revenue reflects what you've actually earned.
Product procurement and markup: following furniture, materials, and workroom orders from deposit to delivery, and the margin on cost-plus purchases, so you see the real profit on the goods you resell.
Sales tax on furnishings: handling the sales tax you collect and remit on tangible goods, including across state lines, one of the messiest and most overlooked parts of a design practice.
Design fees vs. pass-through costs: separating what you earned in fees from the client money that just passed through you, so your books show real income instead of inflated revenue.
Vendor and installer payments: paying workrooms, showrooms, contractors, and installers, keeping the paperwork straight, and handling 1099s at year end.
Cash flow around big purchases: planning for the stretch where you've fronted or committed money on a client's project before it comes back to you.
-
Nonprofits and Foundations
Built for mission money.
A nonprofit runs on money that comes with strings attached: grants that can only be spent one way, gifts promised for a specific program, a board that needs to see exactly where every dollar went. The mission is the point, but the mission doesn't survive sloppy books. We keep the financial side clean and audit-ready, so your energy goes to the work instead of the paperwork.
Restricted and unrestricted fund tracking: keeping money a donor or grant limits to a specific purpose separate from money you can use freely, so restricted funds never get spent on the wrong thing.
Board and funder reporting: producing the statements your board, grantors, and auditors expect, on the schedule they expect them.
Grant budgeting and compliance: building budgets that match your grant agreements and tracking spending against them, so nothing puts the next award at risk.
Benefit events and fundraising: budgeting galas and campaigns, tracking what they actually netted after costs, and recording in-kind gifts correctly.
Payroll, payables, and bookkeeping: running the day-to-day money and keeping the books ready for your annual filing and independent audit.
-
E-commerce and Product Brands
Built for money that lands everywhere.
E-commerce looks simple until you try to reconcile it. Money lands from a dozen places...your store, PayPal, Stripe, a marketplace... each taking its cut and paying out on its own schedule, and none of it matches your bank balance cleanly. Add inventory, cost of goods, and sales tax that shifts every time you cross a state line, and the picture gets murky fast. We make it clear, so you actually know what you're earning.
Multi-platform reconciliation: matching sales across your store, payment processors, and marketplaces against what actually hit the bank, after every fee.
Inventory and cost of goods: tracking what your products really cost to make and sell, so your margins are real numbers instead of guesses.
Sales tax across states: keeping up with where you owe sales tax as you grow, since passing a sales threshold in a new state creates an obligation most owners miss.
Cash flow around inventory: planning for the money tied up in stock you've paid for but haven't sold yet.
Bookkeeping and clean reporting: turning the pile of platform data into books you can actually read and plan from.
Collaborate with us.
Every business makes and loses money in its own way. A gallery isn't a PR firm, a PR firm isn't a contractor, and none of them keep their books alike. What we've learned working across all of them is that the real financial headaches are specific to the work, and the person who can actually help is the one who already understands that work.
That's where we come in. We've spent years working inside these businesses, so we know where the money tends to hide, what trips each kind of owner up, and how to keep the whole picture clear. Below are the industries we go deepest on. If yours isn't here, reach out anyway. Odds are we've seen something close.
-
Arts & Culture
Where we go deeper.
Most business managers can keep your books. Fewer understand how a gallery actually sells, how an artist gets paid, or how a collection holds its value over time. Because we've worked inside these businesses, we handle the parts that are specific to creative work:
Consignment accounting and artist payments: tracking sales splits, reconciling what's owed, and sending clean reporting to artists and their accountants.
Gallery operations and sales protocol: building out how a gallery quotes, holds, invoices, and closes a sale, so nothing slips through the cracks.
Exhibition and art fair budgeting: planning and tracking the true cost of a show or a booth, from framing and shipping to travel and install.
Collection budgeting for collectors: running a private collection with the discipline of a business, so acquisitions, storage, insurance, and loans are all accounted for.
Multi-platform revenue tracking: following the money across websites, partnerships, and collector relationships when sales don't run through a single channel.
-
Communications and PR Agencies
Built for the way agencies actually run.
The agency model looks simple from the outside (sell time and talent), but the money underneath is messy: retainers and projects running at the same time, costs fronted for clients, a rotating cast of freelancers, and payroll that crosses state lines. We know that model well, and we run the financial side of it so you can stay on the clients and the work.
Retainers and project work, tracked separately: recognizing revenue correctly across monthly retainers and one-off project (SOW) work, so you always know what you've actually earned versus what you've just invoiced.
Client billables and pass-through costs: tracking reimbursable expenses and rebilling them to clients, so the money you front comes back to you instead of quietly eating your margin.
Freelancers and contractors: onboarding, paying, and keeping clean records for the freelance publicists, designers, and producers agencies rely on, with 1099s handled at year end.
Payroll and benefits across states and cities: running payroll and benefits, plus the extra state and local withholding that kicks in when your team or your clients cross jurisdictions.
Project budgeting and costing: building and tracking a budget per project, so you can see which work is genuinely profitable and which is bleeding money.
Contracts and business affairs: reviewing and coordinating client, vendor, and freelance agreements so the terms you signed match the way you actually get paid.
-
Design and Branding Studios
Built for project-based creative work.
A design or branding studio sells creative work in projects, not hours on a shelf, and every project carries its own budget, timeline, and cast of collaborators. The money gets complicated fast: scopes that shift, freelance and production costs that eat into the fee, and a client who paid a deposit weeks before the work wraps. We keep the financial side of each project as organized as the work itself, so you can see what you're really making.
Project budgets and scopes of work: setting up a budget for each engagement and tracking spend against the scope, so a project that drifts doesn't quietly turn unprofitable.
Milestone and deliverable billing: invoicing in step with the work, deposit, milestones, and final delivery, so cash comes in as the project moves instead of all at the end.
Freelance and production costs: paying the contract designers, developers, photographers, and production vendors a project pulls in, and keeping their costs tied to the right job.
Margin by project: showing what each project actually earned after the people and production behind it, not just the headline fee.
Payroll, benefits, and business affairs: running payroll and benefits for a growing studio, and handling the contracts, insurance, and compliance that come with it.
-
Real Estate Agents and Brokers
Built for commission-based income.
Commission income runs hot and cold (a big close one month, quiet the next), and the tax and structuring questions that come with being your own business are easy to put off until they cost you. We run the financial side of an agent's or broker's business, so the good months carry the slow ones and nothing catches you off guard at tax time.
Smoothing lumpy commission income: planning around irregular payouts, so a slow stretch doesn't become a cash crunch and a big close doesn't get spent before the tax on it is set aside.
Estimated taxes and self-employment tax: calculating and staying ahead of quarterly payments, so you're never surprised by what you owe.
Entity and expense structuring: working with your CPA on whether an LLC or S-corp fits, and tracking the mileage, marketing, and business expenses that lower your bill.
Bookkeeping and clean reporting: keeping books that show what you actually earned after splits, fees, and costs.
Financial and lifestyle planning: turning irregular income into steady footing: savings, retirement, and planning for the life the commissions are meant to pay for.
-
Landlords
Built for property owners.
Owning property looks like passive income right up until a boiler dies, a tenant stops paying, and the property tax bill lands in the same month. Real estate earns in a lumpy, expense-heavy way, and if your books lump every building together, you can't tell your strong properties from the ones quietly bleeding you. We keep the money organized property by property, so you always know where you actually stand.
Income and expenses by property: tracking rent, repairs, utilities, and management fees building by building, so you can see the real return on each one instead of a blurred total.
Security deposits handled correctly: recording deposits as tenant money you're holding, not income, so your books and your obligations stay straight.
Mortgage, escrow, taxes, and insurance: keeping debt service, property tax, and insurance tracked and planned for, so the big periodic bills never catch you short.
Repairs vs. improvements: separating everyday repairs from capital improvements, since they're treated differently at tax time and your CPA will need them split.
Vendors, contractors, and 1099s: paying the trades and property managers, keeping the paperwork, and handling 1099s at year end.
Multiple entities and properties: keeping the books clean when each building sits in its own LLC, so nothing gets crossed.
-
Construction and Contractors
Where the money actually goes.
A construction business can be busy and still broke: cash tied up in open jobs, materials paid for before the client pays you, and a crew to make whole either way. We bring the financial discipline a project-based business needs to stay solvent: knowing the real cost and margin of every job, and keeping cash moving while you wait to get paid.
Job costing and margin by project: tracking labor, materials, and overhead against each job, so you know which ones make money and which quietly lose it, before the job closes out rather than after.
Progress billing and retainage: invoicing in step with the work, and keeping track of the retainage held back until closeout so it doesn't get forgotten.
Subcontractor and 1099 management: paying subs, collecting the paperwork (W-9s, lien waivers, insurance certificates), and handling 1099s at year end.
Cash flow through the gap: planning around the stretch between paying for materials and labor and getting paid by the client, so payroll and suppliers are always covered.
Payroll, insurance, and compliance: running payroll and staying on top of workers' comp, liability insurance, and the filings a job site requires.
-
Interior Designers
Built for the money behind the design.
A design practice is really two businesses in one: the creative work clients hire you for, and the flow of their money through you to buy everything a project needs. Most of the financial trouble designers run into lives in that second business. We run it for you, so the fees you earn stay clear of the money that's just passing through, and nothing gets lost between the deposit and the delivery.
Client deposits and retainers: tracking the money clients pay up front for purchases as what it is, funds held on their behalf rather than income, so your revenue reflects what you've actually earned.
Product procurement and markup: following furniture, materials, and workroom orders from deposit to delivery, and the margin on cost-plus purchases, so you see the real profit on the goods you resell.
Sales tax on furnishings: handling the sales tax you collect and remit on tangible goods, including across state lines, one of the messiest and most overlooked parts of a design practice.
Design fees vs. pass-through costs: separating what you earned in fees from the client money that just passed through you, so your books show real income instead of inflated revenue.
Vendor and installer payments: paying workrooms, showrooms, contractors, and installers, keeping the paperwork straight, and handling 1099s at year end.
Cash flow around big purchases: planning for the stretch where you've fronted or committed money on a client's project before it comes back to you.
-
Nonprofits and Foundations
Built for mission money.
A nonprofit runs on money that comes with strings attached: grants that can only be spent one way, gifts promised for a specific program, a board that needs to see exactly where every dollar went. The mission is the point, but the mission doesn't survive sloppy books. We keep the financial side clean and audit-ready, so your energy goes to the work instead of the paperwork.
Restricted and unrestricted fund tracking: keeping money a donor or grant limits to a specific purpose separate from money you can use freely, so restricted funds never get spent on the wrong thing.
Board and funder reporting: producing the statements your board, grantors, and auditors expect, on the schedule they expect them.
Grant budgeting and compliance: building budgets that match your grant agreements and tracking spending against them, so nothing puts the next award at risk.
Benefit events and fundraising: budgeting galas and campaigns, tracking what they actually netted after costs, and recording in-kind gifts correctly.
Payroll, payables, and bookkeeping: running the day-to-day money and keeping the books ready for your annual filing and independent audit.
-
E-commerce and Product Brands
Built for money that lands everywhere.
E-commerce looks simple until you try to reconcile it. Money lands from a dozen places...your store, PayPal, Stripe, a marketplace... each taking its cut and paying out on its own schedule, and none of it matches your bank balance cleanly. Add inventory, cost of goods, and sales tax that shifts every time you cross a state line, and the picture gets murky fast. We make it clear, so you actually know what you're earning.
Multi-platform reconciliation: matching sales across your store, payment processors, and marketplaces against what actually hit the bank, after every fee.
Inventory and cost of goods: tracking what your products really cost to make and sell, so your margins are real numbers instead of guesses.
Sales tax across states: keeping up with where you owe sales tax as you grow, since passing a sales threshold in a new state creates an obligation most owners miss.
Cash flow around inventory: planning for the money tied up in stock you've paid for but haven't sold yet.
Bookkeeping and clean reporting: turning the pile of platform data into books you can actually read and plan from.
Collaborate with us.