Client Portal

Taking You From Here To There

Your job is to get your products where they need to go. Our job is to help get your business where it needs to go.

Chicopee, MA

Wholesale and Distribution

There is more than a little strategy involved in the profitable management of wholesale and distribution companies. Managing inventory, controlling transportation costs, maximizing cash flow are all vital aspects of this industry that require best-practice insights and efficient processes. Additionally, the impact of doing business in multiple states and around the world requires a foundational understanding and strategic application of complicated international and multi-state sales and use tax issues. You are best served by partnering with a certified public accountant firm that can help identify and implement tax and financial strategies designed to keep your products moving efficiently and profitably.


Inventory valuation and management
Cash-flow analysis
Budgets, forecasts, projections
Financial statements — audits, reviews, compilations
Internal control studies
Profitability analysis
Tax planning and consulting
Sales and use tax issues
State tax Nexus
Business valuations
Employee benefit plan audits
Succession planning
Entity structuring