At PrimeBalance, we’ve developed deep expertise across multiple sectors, allowing us to provide specialized guidance tailored to your industry’s specific needs.
Technology & Startups
Industry-Specific Services:
- R&D tax credit identification
- Equity compensation accounting
- Startup financial modeling
- Venture capital preparation
- ASC 606 revenue recognition
- SaaS metrics and KPIs
Common Challenges We Solve:
- Managing cash burn and runway
- Preparing for funding rounds
- Scaling financial operations
- Stock option accounting
- Multi-state nexus issues
Healthcare & Medical Practices
Industry-Specific Services:
- Medical practice bookkeeping
- Insurance reimbursement tracking
- Provider tax planning
- Practice valuation
- Regulatory compliance support
- Expense allocation for multi-provider practices
Common Challenges We Solve:
- Managing accounts receivable
- Tax planning for high-income providers
- Retirement plan optimization
- Partnership and buy-in structures
Retail & E-Commerce
Industry-Specific Services:
- Inventory accounting
- Multi-channel sales tracking
- Sales tax compliance (multi-state)
- Cost of goods sold optimization
- Platform integration (Shopify, Amazon, etc.)
- Profitability by product/channel
Common Challenges We Solve:
- Managing complex sales tax requirements
- Tracking inventory across locations
- Understanding true profitability
- Seasonal cash flow planning
Real Estate & Property Management
Industry-Specific Services:
- Rental property accounting
- 1031 exchange planning
- Property by property P&L
- Depreciation optimization
- Real estate professional status qualification
- Cost segregation studies
Common Challenges We Solve:
- Maximizing real estate tax benefits
- Managing multiple properties efficiently
- Landlord expense tracking
- Partnership and LLC structures
Construction & Contractors
Industry-Specific Services:
- Job costing
- Progress billing
- Certified payroll
- Contract review support
- Bonding support
- Prevailing wage compliance
Common Challenges We Solve:
- Accurate job profitability
- Managing cash flow with long projects
- Tax planning with uneven income
- Documentation for bonding
Reduce risk
Risk for the CHRO comes in many forms, from maintaining key staff in payroll and benefits roles to data maintenance, which can create rework and errors that result in penalties and interest.
Let us help you proactively manage your core HCM data so you can focus on analyzing that data to better serve your business strategy and your initiatives.




