Industries

Books and an AI CFO built around your kind of business

Every trade has its own money paths and its own way of going wrong. Pick yours to see how we keep your books current, which numbers we watch, what your daily brief looks like, and what a good month means for you.

Industry

Virtual CFO for restaurants and food trucks

How restaurant and food truck books really work: prime cost, daily sales journal entries, tip liability, third-party delivery fees and food cost swings.

4 numbers · 4 questions answered

Industry

Virtual CFO for construction and contractors

Job costing, retainage, progress billing and work in progress, explained for contractors who need books their bonding agent and banker will accept.

4 numbers · 3 questions answered

Industry

Virtual CFO for ecommerce and online sellers

Marketplace payouts, inventory, cost of goods sold, sales tax nexus and ad spend, handled the way ecommerce books actually need.

4 numbers · 3 questions answered

Industry

Virtual CFO for real estate investors

Per-property books, mortgage payment splits, capital improvements versus repairs, security deposits and the reports a lender will accept.

4 numbers · 3 questions answered

Industry

Virtual CFO for medical and dental practices

Insurance adjustments, patient receivables, provider productivity and payroll-heavy overhead — a virtual CFO built for practices, not retail.

4 numbers · 3 questions answered

Industry

Virtual CFO for agencies and consultants

Deferred revenue, pass-through media spend, utilization and project profitability for service businesses that bill on retainer.

4 numbers · 3 questions answered

Industry

Virtual CFO for CrossFit gyms and boutique fitness studios

Membership revenue, prepaid packages, coach payroll and retail, explained for gym and studio owners who need to know their real monthly recurring revenue.

4 numbers · 5 questions answered

Industry

Virtual CFO for HVAC contractors

Job costing on service and install work, maintenance agreements as deferred revenue, truck stock and technician efficiency, explained for HVAC company owners.

4 numbers · 5 questions answered

Industry

Virtual CFO for plumbing, electrical, landscaping, pest control and handyman businesses

Job costing, dispatch efficiency, materials markup, seasonality and customer deposits, explained for home service business owners across trades.

4 numbers · 5 questions answered

Industry

Virtual CFO for commercial cleaning and janitorial companies

Recurring contract revenue, labor as a percentage of revenue, supplies, and subcontractors versus employees, explained for janitorial company owners.

4 numbers · 5 questions answered

Industry

Virtual CFO for professional service firms

Billable utilization, unbilled work in progress, retainers as a liability and per-client profit, explained for attorneys, consultants and agencies.

4 numbers · 6 questions answered

Want someone else to keep the books clean?

LedgerDude reads your receipts, matches your bank activity and closes your books every month, so the numbers on these pages are always current.