Helping independent practices stay in practitioner hands 

Private medical practices aren't just any other small business

You’re running a hospital, a pharmacy, a laboratory, an imaging facility, a surgery suite, a retail store, and more, often all under one roof. Each of those has its own revenue streams, costs, margins, and complexities.

Not all accounting is the same, not even within healthcare. An optometrist and a veterinarian don't run the same business, so why should their financials be built the same way? Every practice needs financials tailored to their specific business model. It costs too much not to.

• Financials tailored to your medical specialty's chart of accounts (AAHA, ADA/ADCPA, AOA/MBA)

• See the true margins of your practice, matching month-of-service revenue with actual expenses rather than relying on delayed cash deposits

• Every dollar passing through your EHR, clearinghouses, third-party insurance, patient copays, and provider production splits is precisely tracked and accounted for.

• Reclaim your nights and weekends back while redirecting daytime energy toward patient care, staff development, and strategic growth. 

Giving MSPs and IT firms SLI tailored accounting

Being a managed service provider, a cloud reseller, a professional services firm, a hardware distributor, and a high-volume help desk is no simple business. 

Each of those has its own revenue streams, cost structures, and margins. Managing these mixed revenue streams requires tracking fundamentally different margin profiles simultaneously.

Generalist accounting firms treating MSPs like the rest of their client list quietly drains your profitability. Without financials built for your business model, you lose visibility into your the real health of business. 

• Preventing margin leaks by reconciling your software distributor invoices directly against your PSA, stopping unbilled SaaS license drift and hardware margin erosion. 

• Segment revenue through clear separation between high-margin recurring MRR, project labor, and pass-through software or hardware resale gives you instant operational clarity.

• Every dollar flowing through your PSA (ConnectWise, Autotask, HaloPSA) and vendor portals (Pax8, Ingram Micro) is fully accounted for, giving you clear visibility into your true gross margin per technician.

• Reclaim high ROI Founder capacity, Stop burning weekends on books and refocus your hours on closing new MRR, coaching techs, and scaling operations. 

 Helping commercial blue collar businesses keep more of their cash and grow:

Running an emergency response team, a project contractor, a preventative maintenance provider, an equipment supplier, and a fast-moving dispatch shop is no easy operation.Every single department runs on entirely distinct income channels, expense profiles, and profit margins. Overseeing these mixed financial streams demands monitoring drastically different earnings profiles all at once.

Standard accounting practices that handle trade contractors like any other client silently erode your bottom line. Lacking financial reporting designed specifically for field operations leaves you completely blind to actual job-cost health.

• Eliminate profit drain by matching vendor material receipts straight to work orders, halting missed billable parts, creeping supply expenses, and unrecovered labor costs.

• Categorizing revenue with crisp divisions among lucrative recurring service plans, billable install hours, and wholesale materials markup yields immediate visibility into total field performance.

• Every single cent moving through trade management tools (ServiceTitan, Jobber, Housecall Pro) and local distributor accounts gets precisely captured, revealing direct net returns generated by every technician.

• Recapture valuable owner time. Stop wasting nights balancing spreadsheets and pivot your attention to landing lucrative commercial accounts, training field crews, and growing territory.