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Tailored Accounting Solutions For Your Industry

Specialized bookkeeping compliance and financial workflows designed for CPAs, Real Estate, Retail, Healthcare, and Law Firms.

CPA & Accounting Firms

White-label back-office bookkeeping support to help CPA firms scale their practice without hiring additional staff.

  • 100% white-label confidentiality
  • Tax season workload overflow
  • 20%-60% cost reduction

Real Estate & Property

Property management ledgers, rent roll reconciliations, tenant deposits, and multi-entity real estate accounting.

  • Rent roll & tenant security tracking
  • Property-level P&L reporting
  • K-1 partner distribution accounting

Retail & E-Commerce

Multi-channel sales synchronization (Amazon, Shopify, POS), inventory cost of goods sold (COGS), and sales tax compliance.

  • Shopify & Amazon merchant sync
  • Inventory COGS & fee reconciliation
  • State sales tax return reporting

Law Firms & Legal Practices

IOLTA trust account compliance, client retainer ledgers, and billable hour accounting tailored for legal professionals.

  • Strict IOLTA trust ledger compliance
  • Client retainer tracking & reconciliation
  • Partner compensation accounting

Healthcare & Medical

HIPAA-compliant medical practice bookkeeping, insurance claim receivables, and physician payroll management.

  • HIPAA-aware financial data security
  • Insurance reimbursement ledgers
  • Medical equipment asset depreciation

Restaurants & Hospitality

Daily POS sales audit, food & beverage inventory COGS, tip allocation, and multi-location restaurant accounting.

  • Toast & Square POS reconciliation
  • Food cost COGS percentage tracking
  • Hourly tip & payroll processing

Logistics & Delivery Services

Specialized route accounting for logistics & delivery operators, fleet fuel & maintenance tracking, driver payroll, and route P&L ledgers.

  • Logistics route profitability & settlement sync
  • Fleet vehicle depreciation & fuel expense audits
  • Driver W2 payroll & 1099 contractor compliance

Consulting & Professional Services

Financial tracking for management consultants, IT advisors, agencies, billable hours, project cost tracking, and retainers.

  • Billable hour time tracking & invoice dispatch
  • Project profitability & margin reports
  • Client monthly retainer reconciliations

General Contracting & Construction

Construction job costing, AIA progress billing, subcontractor 1099 compliance, equipment depreciation, and materials overhead tracking.

  • Construction job costing & WIP reports
  • Subcontractor 1099 filings & insurance audit
  • AIA progress billing & retainage tracking

Industry Challenges We Solve

See how our dedicated back-office eliminates your daily accounting bottlenecks across all 9 industries.

Industry Common Industry Headache CPA Cloud Keeper Solution
CPA Practices Tax season burnout & staff turnover overhead 100% white-label back-office team (save 20%-60%)
Real Estate Complicated rent rolls & multi-LLC property ledgers Dedicated property-level P&L and rent roll sync
Retail & E-Commerce Merchant fees, inventory COGS & multi-state sales tax Automated Shopify/Amazon sync & sales tax filing
Law Firms Strict state bar IOLTA trust ledger audit risks Zero-error IOLTA trust account three-way reconciliation
Healthcare & Medical Insurance reimbursement delays & HIPAA compliance HIPAA-aware medical ledgers & physician payroll
Restaurants & Hospitality POS sales reconciliation, tip dispatches & high food COGS Daily POS audit, tip dispatches & overnight ledger posting
Logistics & Delivery Services Route settlements, fuel expense tracking & driver payroll Route profitability P&L, fuel audits & driver W2/1099 payroll
Consulting & Professional Services Unbilled hours, delayed retainer invoicing & project margins Automated billable hour invoicing & retainer reconciliations
General Contracting & Construction Complex job costing, AIA progress billing & 1099 compliance Construction WIP job costing, AIA billing & 1099 filings

Get Custom Industry Accounting Solutions

Schedule a free 30-minute discovery call with our industry accountants today.