Retail Businesses

Staying profitable while staying flexible

We have enjoyed a long and successful relationship with our retail business clients. We offer a practical understanding of the retail operating environment: revenue and expenses can be highly seasonal; cash flow can be uneven; inventory control is critical; labor issues are always front and center; big box competition; pricing pressures, and much more.

Our retail services include:

  • Audits, reviews, compilations
  • Budgeting, forecasting, financial analysis
  • Business appraisals
  • Business performance reviews
  • Cash flow analysis and cash management
  • Family business consulting and succession planning
  • Information management and key performance indicators
  • Inventory management and controls
  • Mergers and acquisitions
  • Operations review and assessment
  • Payroll services
  • QuickBooks support and training
  • Retirement plans and executive compensation
  • Strategic and operational planning
  • Tax planning and tax return preparation

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