Industry-Specific Expertise
We are committed to providing accurate, efficient, and customized solutions for small businesses. Whether you need day-to-day bookkeeping or strategic consulting, our goal is to help you confidently manage your finances and achieve your business objectives.
Law firms have unique accounting challenges, especially around client trust accounts and detailed reporting requirements. We specialize in:
- 3-Way Reconciliation: Ensuring that client trust accounts are in compliance with state regulations by reconciling the client’s ledger, the bank statements, and the firm’s books.
- Client Trust Accounting: Accurate tracking and reporting of client trust funds in compliance with ethical and legal guidelines.
- Case Costing & Profitability Analysis: Track costs per case or client and evaluate the profitability of cases or legal services.
- Legal Billing & Accounts Receivable: Managing retainer-based billing, invoicing, and collections for services rendered.
The construction industry requires detailed job costing, revenue recognition, and specialized reporting to stay on track with multiple projects. We offer:
- Job, Customer, Project Costing & Profitability: Track costs associated with each job or project to ensure profitability, including labor, materials, and overhead costs.
- Revenue Recognition: Accurately recognize revenue as work progresses to comply with accounting standards and ensure timely reporting.
- Work in Progress (WIP) Analysis & Reporting: Monitor ongoing projects with WIP reports to assess project status and profitability.
- Worker’s Comp & General Liability Audit Support: Prepare and provide documentation for worker’s comp and general liability audits, ensuring compliance and cost efficiency.
- Subcontractor Management: Track subcontractor expenses, manage payments, and ensure compliance with tax reporting.
Whether you are an appraiser, broker, realtor, or property manager, we provide customized services to ensure financial clarity and compliance in the real estate industry:
- Appraisers, Brokers, Realtors, and Property Management: Tailored bookkeeping to meet the unique financial reporting needs of real estate professionals.
- True-Ups: Reconcile income and expenses, including property sales, to ensure accurate financial reporting.
- Lease Tracking: Maintain and track commercial and residential lease agreements, including rent payments, terms, and renewal schedules.
- Commission Tracking & Reporting: Manage commissions earned by agents and brokers, ensuring accuracy in financial reporting.
- Depreciation & Capital Improvements: Accurately calculate depreciation on real estate assets and track capital improvements for tax reporting.
Non-profits need specialized financial management focused on accountability and transparency. Our services are tailored to ensure financial stability while supporting the organization’s mission:
- Financial Analysis & Grant Progress Tracking: Track and report on the progress of grants, ensuring alignment with budgeted expenses and tracking funds allocated to specific programs.
- Budget vs. Actual Reports: Provide detailed reports comparing budgeted vs. actual expenses to monitor spending and maintain fiscal responsibility.
- Fundraising & Expense Reporting: Track fundraising revenue, donor allocations, and manage expenses to optimize fundraising efforts.
- Collaboration with Board Members: Work closely with board members to provide the financial reports they need to fulfill governance and oversight responsibilities.
- Collaboration with Auditors: Assist with the annual audit process by providing necessary documentation and financial reporting to auditors.
- Cost Allocation & Fund Utilization: Ensure that resources are being used efficiently and in line with the organization’s mission, providing transparency and accountability.
Law firms have unique accounting challenges, especially around client trust accounts and detailed reporting requirements. We specialize in:
- 3-Way Reconciliation: Ensuring that client trust accounts are in compliance with state regulations by reconciling the client’s ledger, the bank statements, and the firm’s books.
- Client Trust Accounting: Accurate tracking and reporting of client trust funds in compliance with ethical and legal guidelines.
- Case Costing & Profitability Analysis: Track costs per case or client and evaluate the profitability of cases or legal services.
- Legal Billing & Accounts Receivable: Managing retainer-based billing, invoicing, and collections for services rendered.
The construction industry requires detailed job costing, revenue recognition, and specialized reporting to stay on track with multiple projects. We offer:
- Job, Customer, Project Costing & Profitability: Track costs associated with each job or project to ensure profitability, including labor, materials, and overhead costs.
- Revenue Recognition: Accurately recognize revenue as work progresses to comply with accounting standards and ensure timely reporting.
- Work in Progress (WIP) Analysis & Reporting: Monitor ongoing projects with WIP reports to assess project status and profitability.
- Worker’s Comp & General Liability Audit Support: Prepare and provide documentation for worker’s comp and general liability audits, ensuring compliance and cost efficiency.
- Subcontractor Management: Track subcontractor expenses, manage payments, and ensure compliance with tax reporting.
Whether you are an appraiser, broker, realtor, or property manager, we provide customized services to ensure financial clarity and compliance in the real estate industry:
- Appraisers, Brokers, Realtors, and Property Management: Tailored bookkeeping to meet the unique financial reporting needs of real estate professionals.
- True-Ups: Reconcile income and expenses, including property sales, to ensure accurate financial reporting.
- Lease Tracking: Maintain and track commercial and residential lease agreements, including rent payments, terms, and renewal schedules.
- Commission Tracking & Reporting: Manage commissions earned by agents and brokers, ensuring accuracy in financial reporting.
- Depreciation & Capital Improvements: Accurately calculate depreciation on real estate assets and track capital improvements for tax reporting.
Non-profits need specialized financial management focused on accountability and transparency. Our services are tailored to ensure financial stability while supporting the organization’s mission:
- Financial Analysis & Grant Progress Tracking: Track and report on the progress of grants, ensuring alignment with budgeted expenses and tracking funds allocated to specific programs.
- Budget vs. Actual Reports: Provide detailed reports comparing budgeted vs. actual expenses to monitor spending and maintain fiscal responsibility.
- Fundraising & Expense Reporting: Track fundraising revenue, donor allocations, and manage expenses to optimize fundraising efforts.
- Collaboration with Board Members: Work closely with board members to provide the financial reports they need to fulfill governance and oversight responsibilities.
- Collaboration with Auditors: Assist with the annual audit process by providing necessary documentation and financial reporting to auditors.
- Cost Allocation & Fund Utilization: Ensure that resources are being used efficiently and in line with the organization’s mission, providing transparency and accountability.
Comprehensive Bookkeeping & Accounting Services
At Sun Bookkeeping & Consulting, Inc., we offer a range of solutions designed to simplify and streamline your accounting functions. Whether you’re looking for ongoing bookkeeping support, year-end assistance, or expert consulting, we have you covered.