We work with companies focused on a range of specialties and take long-term and short-term strategic approaches to planning. Expert projections enable us to take a proactive versus a reactive approach in providing skillful, financial support of each business. 

Frequently, our clients state they appreciate the way in which we apply our exceptional consultative approach to their unique inventory management.

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Wholesale & Retail Supply and Distribution

Our extensive background with wholesale and distribution clients enables us to provide relevant lessons learned from others in the industry, resulting in a proactive relationship that will add value to your business beyond basic compliance services.

We offer our clients a full range of financial solutions from small start-up distributors to well-established distributors with over $100 million dollars in sales.

Our services to wholesale and retail supply distribution entities include:

•    Financial statement preparation including audits, reviews and compilations
•    Cost segregation
•    Experience with tax issues specific to the industry
•    Preparation of financial projections
•    Assistance obtaining financing and lines of credit
•    Tax planning and return preparation