Our work
A few of the businesses we run finance for.
Almost every client came to us right after something changed — a CPA retiring, a bookkeeper leaving, an investor asking for real financials. Every company thinks about its numbers differently, so every engagement is shaped to the operations underneath it. Here are four we know well, and what the work looks like in each.
Software startups
From first close through a Big Four audit.
Venture-backed and bootstrapped software companies — early-stage teams where runway is the whole game, Series B companies facing their first annual audit, and profitable global businesses with multi-jurisdiction tax. Books, runway, board reporting, and the systems that survive diligence.
What the engagement looks like →
Charter aviation
Trip-level profit, straight from Avinode.
Charter operators and brokers who need to know profit on every single trip — because partners and third-party sales reps are paid from it. We built the live Avinode-to-QuickBooks integration, own the sync, and handle federal excise tax filings and examinations.
What the engagement looks like →
Professional services
Goals, commissions, and a team that stays.
Recruiting, consulting, and agency firms whose economics run on commission and budget models. We take ownership of the invoicing and comp environment end to end — the sheet, the automation, the payouts — so the owner knows how the year is tracking and the team trusts how they’re paid.
What the engagement looks like →
Home services
Jobber, Gusto, and QuickBooks — actually connected.
Owners running a $3–10M landscaping, HVAC, plumbing, or contracting business on Jobber. We reconcile the field platform to the books through its API, run payroll on rails, file sales tax, and turn job costing into staffing, equipment, and pricing decisions — then execute those decisions in Jobber when the owner says yes.
What the engagement looks like →
Don’t see your industry?
Neither did we, the first time.
Every industry on this page was new to us once. While the accounting & finance fundamentals carry over from one business to the next, the hard part for us was always the reporting: each new industry meant a new third-party reporting platform to learn, set up, and bend into templates that never quite fit.
So we built our own. Undeferred Insights gives us unlimited flexibility, and what used to take us months now takes days or weeks.
It also means your reporting is uniquely yours. Even two companies in the same industry want to see their numbers differently, so every client’s reports keep evolving around the questions they actually ask.