Class & Project Tracking

A single company-wide P&L hides the thing you most want to know: which part of the business actually makes money. One strong location can mask two weak ones for years.

Segment-level P&L

See which location, project, or line of business actually earns.

Structure that fits

Designed around how you really run the business, not a generic template.

Consistent overhead

Shared costs allocated on one defensible basis, so segments compare fairly.

Maintainable

Detailed enough to drive a decision, simple enough that it stays accurate.

What we handle

Design a class or project structure that matches how you actually run the business
Code transactions to the right segment as they are entered
Allocate shared overhead on a consistent, defensible basis
Produce segment-level profit and loss reporting

Problems this fixes

One blended P&L that hides which segment is losing money
Class structures so granular nobody maintains them
Overhead allocated inconsistently, so segment margins are not comparable

What you end up with

You can see which location, project, or line of business is carrying the others.

We keep the books. You run the business.

Categorization, reconciliation, month-end close, and clean financial statements — with nothing left for you to chase.

Book a Free Consultation

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How It Works

Free review

We look at where your books actually stand — no obligation, no charge.

Scope and quote

You get a fixed price or a package recommendation before any work starts.

We do the work

Inside your accounting file, so you can see everything as it happens.

Ongoing close

Books stay current month to month, ready for your CPA at tax time.