Industries I Serve
Trucking and transportation is one of my specializations. I also support businesses in other industries, structuring the accounting around how your business actually operates, not a one-size-fits-all approach.
Trucking and transportation
My main specialization: fuel, repairs, trucks, loans, factoring, drivers and owner-operators.
Real estate
Each property, project and financing arrangement tracked separately, so you can see how each one performs.
What this includes
- Property-based or project-based structure in QuickBooks Online
- Classes to track income and expenses by property, project or activity
- Chart of Accounts separating rental income, repairs, improvements, property taxes, insurance, utilities and more
- Property acquisitions and capital improvements tracked apart from operating expenses
- Mortgages, loans, interest and principal payments
- Security deposits, prepaid expenses and other balance sheet accounts
- Reconciliations and investigation of discrepancies
- Property-level and company-level reports
- Cleanup of QBO files with miscategorized property transactions
E-Commerce
E-commerce businesses often have a high volume of transactions across multiple sales channels, payment processors, suppliers, and shipping platforms. Accurate accounting requires more than simply recording sales and expenses.
What this includes
I provide accounting support for:
- Sales & Payment Processing — recording sales, payment processor fees, and related transactions
- Inventory Accounting — tracking inventory purchases, inventory costs, and inventory-related transactions
- Refunds & Chargebacks — properly recording customer refunds and chargebacks
- Shipping & Transportation — accounting for shipping, freight, and transportation costs
- Import Duties & Related Costs — recording import duties and other costs associated with bringing inventory into the business
- Supplier Transactions — organizing and accurately recording purchases and vendor-related transactions
Professional services
Multiple revenue streams, contractors and project costs. Accurate accounting shows where revenue comes from, what it costs to deliver, and what is most profitable.
What this includes
- Revenue tracked by service type, client, project or activity
- Chart of Accounts separating consulting, project, recurring, commission and other revenue
- Classes or other QBO tools to analyze by service line, department or project
- Contractor and subcontractor payments recorded separately from payroll
- Project and client costs tracked to understand profitability
- Review of 1099-related contractor payments before year-end reporting
- Reports on revenue by source, contractor costs, operating expenses and profitability
Horse racing and equine businesses
Significant asset-related transactions and specialized activity, kept organized and accurately reflected in your financial records.
What this includes
- Horse purchases and sales
- Training, breeding, veterinary, transportation and racing-related expenses
- Records for horse-related assets and other significant purchases
- Reconciliations and proper expense categorization
- Financial reports giving a clear picture of activity