Manufacturing & Distribution
Manufacturing and distribution are robust, fast-moving, and somewhat volatile industries. We dedicate our expertise to help you focus on production, management, and finance. Our professionals will assist your management teams in assessing and improving business processes, which may include ways to optimize product and process quality, reducing production and material costs, shortening design development time, and improving management systems and financial processes.
Whether you are challenged by the start-up, growth, or mature phase of your company, or you are evaluating exit strategies, we can assist in establishing value for the future.
Services
- Income tax return preparation and filing, including multi-state taxes
- International taxation
- Capital asset planning and strategy
- Cost segregation studies
- Corporate tax planning
- IRS audit support
- R&D tax credits
- Business process outsourcing, including bookkeeping, billpay, and payroll processing, filings, and reporting
- Financial statements, reporting, and management reports
- QuickBooks® set-up, training, and consulting
- Advisory services on general ledger set-up and internal controls
- Virtual controller outsource and consulting
- Virtual CFO outsource and consulting
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- Business planning, financial projections, and budgets
- Business process consulting
- Business valuations
- Cash flow management
- Entity set-up and organizational structure
- Merger/acquisition
- Wealth and succession planning
- Management consulting
- Ownership transfer planning (buy-ins/buyouts)
- Financial statement audits, reviews, and compilations
- Operational audits
- Internal control reviews
- Employee benefit plan audits
- Fraud investigations and risk management
- Inventory counts
- Agreed-upon procedures
- Forensic accounting, consulting, and litigation support services
Integrated financial planning and strategy with a goal of building and preserving your wealth.
Collaboration between our tax professionals, wealth advisors, and retirement and estate professionals gives clients full access to expertise in all things financial to support their lifestyle and legacy goals.