Who We Serve

Life's better when people understand your needs

Industries we know well

We work with businesses across a handful of industries we know well.

Construction & Contracting

Job costing, retainage, and cash flow that doesn't match your invoice schedule — we speak contractor. We help construction and contracting businesses keep a clear picture of profitability project by project, not just at year-end.

Construction businesses live and die by the numbers behind the numbers — and we know how to find them. From job costing to cash flow forecasting, we help contractors stay profitable on every project, not just at year-end.

  • Job costing that shows you exactly where each project stands — before it's too late to course-correct
  • Retainage tracking so you always know what's owed and when to expect it
  • Cash flow planning built around your billing schedule, not a generic template
  • Payroll support for crews that fluctuate by season or project — including certified payroll when required
  • Entity and structure guidance to make sure you're not overpaying on taxes as you grow
  • Year-round tax planning so a strong year doesn't turn into a surprise tax bill

Daycares & Schools

Running a daycare or school means your focus belongs on the kids, not the ledger. We handle the financial side — tuition tracking, staffing costs, licensing-related reporting — so you can stay focused on what matters.

Whether you're running a single-location daycare or a growing private school, the financial side of childcare and education is more complex than it looks. We help owners and directors stay on top of the numbers so they can stay focused on the people in their care.

  • Tuition and enrollment revenue tracking so you always know where you stand month to month
  • Staffing cost management for a workforce that's often your single largest expense
  • Bookkeeping and reporting that supports licensing renewals and regulatory requirements
  • Payroll processing for staff at every level — teachers, aides, administrators, and support roles
  • Tax planning for both the business and the owner, including entity structure review
  • Financial reporting that gives you a clear picture of profitability by program or location

Service-Based & Professional Businesses

From consultants to service providers, we help professional and service-based businesses manage the financial side of billing time, managing overhead, and growing sustainably.

When your product is your expertise, the financial side of the business can feel like a distraction. We help service-based and professional businesses get their numbers in order — so you can focus on delivering great work and growing with confidence.

  • Clean books and monthly reporting so you always know your margins, not just your revenue
  • Overhead analysis to identify where your money is going and where you can tighten up
  • Tax planning built around how you bill — whether that's project-based, retainer, or hourly
  • Entity structure review to make sure you're set up in the most tax-efficient way as you scale
  • Cash flow planning for businesses where income can be lumpy or seasonal
  • Advisory support as you hire, expand, or consider bringing on partners

Craft Beverages

As a Colorado Brewers Guild member, we know the craft beverage industry from the inside — inventory costing, excise tax, and the margins that make or break a taproom.

Craft beverage is a passion business — but it's also a complex one. Between excise tax, inventory costing, and the thin margins of running a taproom, the financial side demands real expertise. As a Colorado Brewers Guild member, we're not learning your industry on your dime.

  • Excise tax compliance and planning for federal and state obligations — filed accurately and on time
  • Inventory costing that reflects the true cost of goods for each batch or product line
  • Taproom vs. distribution margin analysis so you know which channel is actually making you money
  • Payroll support for a mixed workforce of production staff, taproom employees, and management
  • Cash flow planning around the capital-intensive reality of brewing, distilling, or winemaking
  • Tax planning and entity structure review to protect what you've built and minimize what you owe

Not sure if we're the right fit?

Let's have a conversation and find out.

Schedule a call