80 industries and counting
Management consultants
Your margin lives in utilization and realization, not your day rate. We show which engagements and which people actually pay.
Marketing & advertising agencies
You bill projects and retainers, but profit hides in utilization and effective rate. We show which clients and which people actually make money.
Creative & design studios
Scope creep quietly eats project margin. We track effective rate and profit per project, so good work stays profitable work.
Digital & SEO agencies
Retainers feel stable until you see the hours behind them. We surface effective rate and client margin so under-water accounts can’t hide.
PR firms
Retainer work blurs which accounts earn their fee. We track realization and revenue per head so you price and staff with eyes open.
Architecture & engineering firms
Fixed-fee projects are won or lost on hours. We track utilization and project margin so a finished job is a profitable one.
Law firms
Billable hours only matter after realization and collection. We show effective rate and revenue per attorney, clearly.
Accounting & tax practices
You keep everyone else’s numbers clean; we keep yours. Utilization and realization per preparer, in plain view.
Financial advisors & RIAs
Recurring revenue is only healthy if the cost to serve is clear. We track revenue per client and true margin.
IT services & MSPs
Flat-fee contracts can bleed on support hours. We show margin per contract and revenue per technician.
Staffing & recruiting
Spread and fill rate decide the business. We track gross margin per placement and revenue per recruiter.
Insurance agencies
Commission and renewal income are easy to track loosely and lose. We keep revenue per book and true margin clear.
Business coaches
Programs and one-to-one work carry very different margins. We show which offer actually carries the business.
Solo consultants & freelancers
Your effective rate is rarely the rate you quote. We make the real number, after unbilled time, visible.
Dental practices
A full schedule doesn’t always reach the bank. We track production vs collection and revenue per provider, so you see exactly where the money leaks.
Medical & specialty practices
Strong volume can still mean thin margins. We track collection rate, overhead ratio, and revenue per provider.
Veterinary clinics
Busy rooms don’t guarantee profit. We show revenue per room and the overhead that quietly compresses it.
Chiropractic
Visit volume and collection rarely match. We track revenue per visit and membership income so the model holds.
Physical therapy
Reimbursement timing hides your real margin. We track collection rate, capacity utilization, and revenue per therapist.
Mental health & therapy practices
Caseload and no-shows quietly set your income. We track capacity utilization and revenue per clinician.
Optometry
Exam revenue and optical retail behave very differently. We separate them so you see what each really earns.
Med spas & aesthetics
Service mix and memberships drive the margin. We track revenue per room and recurring income, clearly.
Gyms & fitness studios
Membership churn decides everything; classes are the rest. We track recurring revenue and revenue per member.
Personal trainers
Session income swings with the calendar. We make capacity utilization and true take-home clear.
Yoga & pilates studios
Class fill and memberships set the math. We track revenue per class and recurring income.
Salons
Chairs, products, and tips blur the real numbers. We track revenue per chair and product margin separately.
Barbershops
Steady chairs still need clean numbers behind them. We track revenue per chair and the overhead ratio.
Spas
Rooms, retail, and memberships each earn differently. We separate them so the margin is visible.
Massage therapy
Booked hours and take-home rarely line up. We track capacity utilization and revenue per therapist.
HVAC
You stay booked, but it’s never clear which jobs are profitable or why cash is tight. We make job-level margin, cash flow, and AR aging clear, so a busy month finally means a profitable one.
Plumbing
Service calls and installs carry very different margins. We split labor and materials so each job’s profit is clear.
Electrical
Material costs and labor hours decide each job. We track gross margin per job and the cash behind it.
General contractors
Profit is won or lost in the estimate. We track margin per project against the bid so overruns surface early.
Remodeling & renovation
Change orders and materials swing the margin fast. We keep job-level profit and cash flow visible.
Roofing
Big material swings and deposits hide your real margin. We track job profitability and AR aging.
Landscaping & lawn care
Recurring routes and one-off projects mix together. We separate them so each line’s margin is clear.
Cleaning & janitorial
Thin margins mean labor is everything. We track gross margin per contract and labor as a share of revenue.
Pest control
Recurring plans and one-time jobs earn differently. We track recurring revenue and route-level margin.
Painting
Materials and labor estimates decide the job. We track gross margin per project against the quote.
Flooring
Material costs and install labor set the margin. We keep job-level profit and AR aging in view.
Pool service
Routes and repairs have different economics. We separate recurring service from project work.
Handyman services
Lots of small jobs blur the picture. We track margin per job and the cash that follows.
Restaurants
Prime cost is the number that makes or breaks you. We track food and labor as a share of revenue, every period.
Cafes & coffee shops
Small margins mean cost percentages are everything. We track prime cost and revenue per seat.
Bars
Pour cost and labor quietly set the margin. We track beverage cost % and prime cost, clearly.
Catering
Event-by-event costing is where profit hides. We track food cost % and margin per event.
Food trucks
Tight overhead, tighter margins. We track prime cost and revenue per service so each spot pays.
Bakeries
Ingredient cost and waste decide the margin. We track food cost % and product-level profit.
Hotels & B&Bs
Occupancy and rate set revenue; labor sets the rest. We track RevPAR and revenue per room.
Short-term rental operators
Per-property profit gets lost in the totals. We build a P&L per unit, with occupancy and cleaning costs.
Event planners
Each event has its own P&L hiding in the books. We surface margin per event and true costs.
Venues
Booking revenue and event costs need to be matched. We track revenue per event and occupancy.
Photographers & videographers
Project pricing rarely accounts for real hours. We track margin per project and effective rate.
Real estate brokerages & agents
Commissions in and splits out get messy fast. We track revenue per agent and true take-home.
Property management
Per-door economics disappear in the portfolio total. We build a P&L per property, with occupancy and NOI.
Real estate investors & landlords
Portfolio profit hides the weak property. We track NOI and cash-on-cash per unit.
Short-term rental managers
Owner statements and your own margin are different numbers. We keep both clean, per property.
Construction & development
Project costs and draws need tight tracking. We track margin per project and cash flow against budget.
SaaS & software startups
Burn, runway, and revenue retention decide your next move. We track MRR, churn, and gross margin cleanly.
Web & app development shops
Project work and retainers blur your real margin. We track effective rate and project profit.
Subscription businesses
Recurring revenue only works if churn and CAC do. We track MRR, churn, and contribution margin.
Online course creators & educators
Launch spikes hide the steady-state economics. We track revenue per product and true margin after ads.
Content creators & influencers
Income comes from five places and none of them are simple. We organize revenue streams and real profit.
Media companies
Ad, subscription, and sponsorship revenue each behave differently. We separate them and track gross margin.
Ecommerce (Shopify, Amazon, Etsy)
Marketplace fees and ad spend quietly erase margin. We track contribution margin per channel and true COGS.
Retail shops & boutiques
Inventory ties up the cash you don’t see. We track gross margin and inventory turnover, clearly.
Consumer product brands
Margin lives at the SKU and channel level. We track contribution per SKU and true landed cost.
Wholesale & distribution
Volume hides thin per-unit margins. We track gross margin, inventory turnover, and customer profitability.
Subscription boxes
Churn and COGS per box set the whole model. We track contribution per box and recurring revenue.
Nonprofits & associations
Funders need clean, restricted-fund reporting. We track grants and budget vs actual the way boards expect.
Franchises
Each location’s P&L matters as much as the total. We deliver per-unit reporting plus a clean consolidation.
Multi-location operators
Comparing locations is impossible without consistent books. We standardize them and report per site.
Membership organizations
Dues, events, and programs each need their own view. We track recurring revenue and budget vs actual.
Trucking & logistics
Cost per mile is the number that runs the business. We track it against revenue, plus fleet and fuel.
Delivery & couriers
Per-route and per-unit economics decide profit. We track cost per delivery and labor utilization.
Auto repair shops
Labor and parts margins behave differently. We track effective labor rate and gross margin per ticket.
Auto dealerships
Front-end and back-end profit need separating. We track gross per unit and departmental margin.
Small manufacturers
Job costing is where margin is won or lost. We track cost per unit and gross margin by product.
Daycares, tutoring & education
Enrollment and staffing ratios set the margin. We track revenue per seat and labor as a share of revenue.
Automotive detailing
Service mix and labor decide each ticket. We track revenue per bay and gross margin.
The same core, every time
The industry changes. The way we work doesn't.
Behind every entry above is one identical engagement. We don't bolt on industry modules; we learn the few numbers that actually run your model and report them in plain English. The list is a map of where we go deep, never a fence around who we'll help.
Clean, accurate books
Recorded, reconciled, and CPA-ready, kept current, not months behind.
The KPIs for your model
The two to four numbers that decide your business, tracked period over period.
A plain-English report
What the numbers mean and what to do about them, not just a stack of figures.
Don't see yours?
If you run something that isn't on the list, you're still in the right place.
Every business has a handful of numbers that decide it. Tell us what you do, and your first Insight Report will show you yours, free: the KPIs, margins, and trends that matter for your trade, in plain English. No list to fit into, no pressure either way.
See what your numbers are telling youComplimentary, no obligation. Read-only access, we never touch your books.