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 Our New York City office is now open! Located in Midtown- 1740 Broadway 15th Floor, New York, NY 10019

Wholesalers and Distributors

Managing a wholesale or distribution business requires an excellent accounting system where inventory and the unique tracking requirements of your business are actively managed. Our knowledge and personal support will provide you the guidance needed to improve performance.

Service Highlights:

  • Accounting software selection, installation, customization, and training
  • Point of sale and/or shopping cart system selection, installation, customization, training, and integration
  • Monthly, quarterly or annual bookkeeping services
  • Reconciliations, accounts payable and receivables support
  • Financial reporting preparation and assistance to fully understand your reports
  • Chart of Accounts optimized for expense management
  • Inventory and warehouse management
  • Shipping integration
  • Sales tax reporting and compliance
  • Industry benchmarking
  • Tax return preparation and planning
  • Other services pending your specific financial needs

Consulting Session

To discuss any of these services, please give us a call or email us. We’ll set up an initial session with one of our strategic advisors so you can find out more about how we can help you with your individual and business planning needs. If you have a general inquiry as to which services are best to suit your needs, we can arrange for a 20 minute complimentary call. Our standard hourly consulting fees will apply if you are seeking advice or consultation on specific matter. Reach out to us to find out more about how we can help you.