Multi-Entity Businesses
We maintain entity-level accounting while giving ownership greater visibility across the entire organization.
- Entity-level financial reporting
- Intercompany reconciliations
- Consolidated financial visibility
Our services
Financial expertise built around your business.
Explore our accounting, tax, controller, and advisory services and how they support the way your business operates.
More Than Accounting. A Partner in Your Business Growth.
Accounting & Financial Operations
Tax Preparation & Compliance
Tax Planning
Controller & Financial Advisory
How we serve your industry
Select your industry to explore how our services support your business.
Franchise Businesses
Franchise Businesses
We understand the financial demands of running a franchise. With hands-on experience supporting pizzeria, rotisserie chicken, ice cream, and acai bowl franchises, we help franchisees and franchisors navigate complex accounting, manage multiple locations, and gain the financial clarity needed to grow with confidence.
Common challenges
- Reconciling daily sales across cash, credit cards, and third-party apps.
- Maintaining financial visibility across multiple locations or entities.
- Managing increasing accounting complexity as the franchise grows.
How we help
Accounting & Financial Back Office
Full accounting, AP/AR, bank and credit-card reconciliations, payroll reconciliation, sales tax support, royalty and ad-fund accounting, financial reporting, and close.
Sales & Payment Reconciliation
Daily registers reconciliation plus third-party app reconciliations for platforms such as Uber Eats, DoorDash, and Grubhub.
Financial Oversight, Tax & Advisory
Controller oversight, budgeting and forecasting, tax preparation and compliance, tax planning, and ongoing financial advisory.
Supermarkets & Mini Markets
Supermarkets & Mini Markets
We support supermarkets, mini markets, and food retailers with high transaction volumes, multiple payment methods, inventory, vendors, employees, and sales-tax responsibilities.
Common challenges
- Reconciling high volumes of daily sales with amounts actually collected.
- Understanding inventory, COGS, and their impact on margins.
- Turning high sales volume into reliable visibility over profitability and cash flow.
How we help
Accounting & Financial Back Office
Full accounting, AP/AR, bank and credit-card reconciliations, payroll reconciliation, sales tax support, inventory/COGS accounting, and financial reporting.
Daily Sales & Payment Reconciliation
Daily registers reconciliation across cash, credit cards, and third-party payment channels, including Uber Eats, DoorDash, Grubhub, and similar platforms.
Financial Performance, Tax & Advisory
Margin and financial reporting, budgeting and forecasting, controller oversight, tax preparation and compliance, tax planning, and ongoing financial advisory.
Food Distributors & Manufacturers
Food Distributors & Manufacturers
We support food distributors and manufacturers managing inventory, purchasing, vendors, customers, COGS, margins, and increasingly complex financial operations.
Common challenges
- Revenue growth without clear visibility into margins.
- Accounting complexity around inventory and COGS.
- Financial information fragmented across operational and accounting systems.
How we help
Accounting & Financial Back Office
Full accounting, AP/AR, reconciliations, payroll reconciliation, sales tax support, inventory/COGS accounting, financial reporting, and close.
Revenue, Inventory & Margin Accounting
Daily registers reconciliation where applicable, third-party app reconciliations, inventory and COGS accounting, cost analysis, and margin reporting.
Financial Oversight, Tax & Advisory
Cash-flow oversight, budgeting and forecasting, controller support, tax preparation and compliance, tax planning, and ongoing financial advisory.
Construction Companies
Construction Companies
We support construction companies, with particular experience in HVAC contractors and businesses with long-term construction contracts that require stronger project-level financial visibility.
Common challenges
- Cash in the bank doesn't necessarily reflect project profitability.
- Limited visibility into the financial performance of individual jobs.
- Long-term contracts create WIP, timing, and financial-reporting complexity.
How we help
Construction Accounting & Financial Back Office
Full accounting, AP/AR, reconciliations, payroll reconciliation, project-related accounting, financial reporting, and close.
Job Costing & WIP Reporting
Job costing, project-level financial reporting, WIP schedules, project cost review, and long-term contract accounting support where applicable.
Financial Oversight, Tax & Advisory
Cash-flow management, budgeting and forecasting, controller oversight, tax preparation and compliance, tax planning, and ongoing financial advisory.
Multiple entities. Multiple locations. One financial team.
Multi-Location Businesses
We create consistent accounting and reporting across locations so management can understand each location while maintaining visibility over the business as a whole.
- Location-level financial reporting
- Consistent accounting processes
- Performance comparison and financial oversight
Your questions, answered.
Can you work with our internal accounting team?
Yes. We can operate as your outsourced accounting department or work alongside your existing team, with clearly defined responsibilities to avoid duplication.
How do we decide which services we need?
We start by understanding your business, current financial processes, and goals. From there, we recommend the accounting, tax, and advisory services that best fit your needs, ensuring you receive the right level of support for your business.
What do we need to get started?
To get started, we'll need access to your accounting software, financial records, bank statements, and other relevant documents. Our team will guide you through the onboarding process and let you know exactly what's needed based on the services your business requires.
How will we communicate with your team?
You will have a dedicated NeatBooks team to support your business. We'll establish clear communication channels and schedule regular check-ins based on your needs and services, ensuring you stay informed and connected with our team.
Let’s talk about your business.
Tell us what you need and choose how to reach us.
