CLIENT PROFILE

Our clients are generally in the Startup and Growth stages of the business life cycle. These are actively operating businesses, typically within their first five years, where financial systems are still forming or evolving and where clear accounting and guidance can meaningfully support informed decision-making. 

🚫 We typically do not engage businesses in the Seed, Maturity, and Decline stages of the business life cycle. Exceptions may be considered on a case-by-case basis when there is strong alignment. 

Our clients are formally registered at the state level under one of the following structures or registrations. Federal tax treatment must align with our engagement model, as noted below.

• Registered Trade Name: For sole proprietorships or partnerships that are not otherwise incorporated. Must be taxed as a disregarded entity, partnership, or Qualified Joint Venture (QJV) for federal tax purposes.

• Limited Liability Company (LLC): Must be taxed as a disregarded entity, partnership,  S corporation, or Qualified Joint Venture (QJV) for federal tax purposes.

• Limited Liability Partnership (LLP): Must be taxed as a partnership or S corporation.

• Corporation: Includes Benefit Corporations, Professional Corporations, or similar state-recognized corporate forms. Must be taxed as an S corporation.

• Professional Limited Liability Company (PLLC): Must be taxed as a disregarded entity, partnership, or S corporation.
  
  

🚫 We do not engage entities taxed as C corporations and Nonprofits at this time.

We are best aligned with businesses whose operating models are straightforward and scalable. Our preferences reflect the types of businesses where clear accounting, reporting, and guidance can provide the most value. 

• Service-Oriented Businesses: Businesses that generate revenue through the delivery of services rather than complex production or distribution models.

• Project-Based Businesses: Businesses that perform work by job, project, or engagement, where revenue and costs can be tied to defined scopes of work.

• Job-Costed Businesses: Businesses that benefit from tracking labor, materials, and other costs by job or project to better understand profitability.

• Progress Billing Models: Businesses that bill clients in phases, milestones, or percentages of completion, commonly seen in construction and skilled trades.

• Cloud-Based Accounting: Businesses that operate using cloud-based accounting systems and digital workflows, allowing for timely reporting, collaboration, and efficient support.

• Social Enterprises: Mission-driven, for-profit businesses that balance purpose and profitability, including Benefit Corporations or values-aligned companies operating with clear financial objectives.

• Cash Basis or Hybrid Accounting: Businesses that operate effectively on a cash basis or hybrid approach, where simplicity and clarity in reporting are prioritized.

• AI-Oriented Businesses: Businesses whose owners are open to adopting and using AI-enabled tools and features to improve productivity, efficiency, and decision-making, including leveraging AI capabilities within cloud-based accounting and reporting platforms. 

🚫 We are less aligned with businesses that require full accrual-based accounting and highly complex operational models that are outside the scope of work (or offering).

Our clients generally have ten or fewer employees and contractors combined. This allows us to provide hands-on support while keeping payroll, job costing, and reporting manageable. Exceptions may be considered on a case-by-case basis when there is strong alignment. 

Our clients typically generate less than $5 million in annual gross revenue. Must be actively operating with consistent, ongoing revenue, as our services are designed for companies that can sustain a professional accounting relationship. 

We work with a range of industries where the business model, operational complexity, and financial needs align with our services. Industry eligibility is reviewed during intake to ensure alignment. 

• Construction and Contractors

• Automotive Repair and Service

• Design, Architecture, Engineering

• Lawn Care and Landscaping

• Salon and Beauty Services

• Real Estate and Property Development

• Property Management (small to mid-size portfolios)

• Retail (small businesses with straightforward inventory)

• Transportation (small operators and owner-led businesses)

• Computer and Software Services (service-based and consulting models)

• Personal Services: Includes personal care providers, fitness trainers, and other owner-operated service businesses that deliver services directly to individuals. 

• Professional Services: Includes coaches and consultants, IT service providers, and other skill-based service businesses.
  
  

🚫 We currently do not engage these industries: Hospitality, Restaurant/Bar, Manufacturing, Telecommunications, Wholesale, and industries that require specialized trust, insurance, or regulatory accounting (such as Legal).

The most successful engagements are built on mutual respect, accountability, and a willingness to learn. Our ideal clients are business owners who are curious, open-minded, and committed to understanding the financial side of their business — even when it feels unfamiliar or challenging.

We work best with clients who value clear communication, follow through on requests, and view financial guidance as a collaborative process rather than a transactional service. Growth requires honesty, adaptability, and trust, and we look for partners who are prepared to engage thoughtfully, ask questions, and take ownership of their decisions.

If you are motivated to build strong systems, receptive to guidance, and interested in long-term stability rather than short-term fixes, you are likely a strong fit for our firm.