Life Events

Wholesale & Retail

The wholesale and retail industry is highly competitive. Not only are there complex regulations to comply with; technological changes are numerous and frequent. With customers demanding better products at lower prices and a faster turnaround, you need solutions fast.

The good news is that we are here to help. As your trusted advisor our job is to help you stay competitive. We’ll work with you to streamline your accounting procedures and processes as well as identify opportunities that help you improve your bottom line by reducing operational costs and manage your facilities more cost-effectively.

Wholesale and Retail tax and Accounting Services:

  • Outsourced accounting and CFO services
  • Cash flow analysis
  • Sales & use tax
  • State and federal economic incentives
  • Inventory management
  • Internal controls
  • Financial projections and forecasts
  • Cost Segregation
  • Payroll processing
  • Monthly, quarterly and year-end accounting
  • Tax planning strategies
  • Business advisory services
  • Mergers and acquisitions
  • Business Valuation
  • Exit Strategies

You Can Count on Us.

Our specialized knowledge of the wholesale and retail industry has helped numerous companies improve their bottom line through increased efficiency of their accounting processes.

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