Industries We Serve

Every industry has its own accounting pressure points. A manufacturer tracking inventory and cost of goods is solving a different problem than a government contractor managing indirect rates. We organize our practice around these differences so the people working on your account actually understand your business.

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R&D Startups and Government Contractors

Federal compliance, indirect rate management, and strategic reporting for venture-backed and government-funded companies. Built on Brittany Leary and George Moker’s specialized expertise.

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Manufacturing and Distribution

Inventory, cost of goods, multi-state sales tax, and bank covenants. We know the reports your lender needs and the planning your margins depend on.

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Small Businesses

You built the company. We help you stay on top of the financial side — tax planning, clean books, and a CPA who picks up the phone when something comes up.

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Professional Services

Law firms, consultants, medical practices — your revenue model is straightforward but your tax situation usually is not. We handle both.

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Individuals, Trusts & Estates

Coordinated tax planning across your business, your personal returns, and your family’s trusts and estates — so nothing falls through the cracks.

Our Services

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