Industries

Bookkeeping principles are the same everywhere. The pressure points are not. These are the sectors where I have the most hands-on experience.

Home care agencies

Since 2020 I have been Finance Manager for a US home care agency, so I know this sector from inside the finance function.

• Weekly and biweekly caregiver payroll built from visit and timesheet data
• Reconciling hours between scheduling or visit-verification systems and payroll
• Revenue tracking by payer and following up on unpaid claims with billing staff
• Wage and hours reporting for workers compensation and other audits
• Audit preparation and support, working with external auditors
• Written finance procedures for a growing team

See payroll administration and the home care pre-payroll checklist.

Therapy and healthcare practices

Practices run on sessions, clinicians and payers. The books should show which of them are profitable.

• Monthly QuickBooks Online bookkeeping and reconciliation
• Clinician payroll, including pay based on sessions delivered
• Reconciling practice-management data to payroll and revenue
• Paid time off tracking and policy support
• Break-even analysis for new hires and new locations

See bookkeeping and monthly close. I complete HIPAA awareness training, and I ask clients not to send patient information.

E-commerce sellers on Shopify and Amazon

Marketplace payouts arrive net of fees, refunds and reserves, which is why e-commerce books so often fail to reconcile.

• Settlement-based accounting for Shopify and Amazon using A2X
• Reconciling payouts to bank deposits
• Sales tax tracking and reconciliation with tools such as Avalara
• Shipping cost, pricing and SKU-level margin analysis
• Bookkeeping for owners running several stores or companies

See why Shopify and Amazon payouts never match your sales.

Service businesses and multi-entity owners

Agencies, contractors, property companies and professional firms, often with more than one legal entity.

• Separate, reconciled books for each entity
• Intercompany balances kept in agreement
• Cleanup of prior years before a loan application or sale
• Consolidated monthly reporting for the owner

See cleanup and catch-up bookkeeping and reporting, budgeting and cash flow.

Your industry is not listed?

I am glad to talk. If I am not the right fit, I will say so.