INDUSTRIES
Real experience in the accounts that make you different
Generic small-business books miss what actually matters in these industries. Here's what changes, by vertical.
01 — DTC & E-commerce
WHERE IT BREAKS DOWN
— Shopify, Amazon, and wholesale revenue that never reconciles cleanly
— COGS and inventory that don't match what's actually on hand
— Gross margin that hides what a SKU really costs after fees and returns
— Sales tax nexus across states you didn't know you'd triggered
WHAT WE HANDLE
✓ Multi-channel reconciliation with A2X
✓ Inventory costing and COGS accuracy
✓ True contribution margin per SKU
✓ Ad spend profitability and channel-level reporting
02 — Hospitality
WHERE IT BREAKS DOWN
— Departmental reporting that doesn't follow USALI structure
— Franchise and management fees that get buried in one line item
— Seasonal cash flow swings with no forecast to plan around
— Lodging and F&B revenue blended together
WHAT WE HANDLE
✓ USALI-compliant chart of accounts and
departmental P&L
✓ Franchise fee tracking and reconciliation
✓ Seasonal cash flow forecasting
✓ Clean separation of lodging vs. F&B performance
03 — Food & Beverage
WHERE IT BREAKS DOWN
— Prime cost that creeps up before anyone notices
— Tip reporting and payroll compliance that eat a weekend
— Multiple locations with no consolidated view
— Vendor pricing that changes faster than the books catch up
WHAT WE HANDLE
✓ Weekly prime cost tracking against target
✓ Tip credit and payroll compliance
✓ Multi-location consolidation
✓ Vendor cost and COGS management
04 — Medical Spa
WHERE IT BREAKS DOWN
— Membership and package revenue booked as cash instead of earned over time
— Provider compensation models that are hard to audit
— Retail inventory mixed in with service revenue
— Reporting that doesn't hold up under compliance scrutiny
WHAT WE HANDLE
✓ Deferred revenue recognition for memberships and packages
✓ Provider commission and compensation tracking
✓ Retail inventory separated from service revenue
✓ Compliance-ready financial reporting
05 — SaaS
WHERE IT BREAKS DOWN
— Revenue recognized on cash received instead of ASC 606
— Deferred revenue schedules that don't hold up to investor diligence
— MRR and ARR reported inconsistently month to month
— Cash in the bank mistaken for real runway
WHAT WE HANDLE
✓ ASC 606-compliant revenue recognition
✓ Deferred revenue schedules built for diligence
✓ MRR / ARR reporting and cohort tracking
✓ Runway modeling based on burn and commitments
Don't see your exact business type?
These five are where I've built the deepest expertise, but the underlying skills—clean books, clear financial reporting, and real financial strategy—travel across industries. Let's talk about your specific setup and see how I can help.