Manufacturing and Distribution

Manufacturers and distributors face an increasingly complex business environment. Recent economic uncertainty has deeply impacted logistics, substantially increased costs and led to forecasting and other planning complexities. Whether your biggest challenges are financial or operational, you need a partner who can help you with a toolkit to keep you on track.

We Plan / You Produce

Understanding the financial implications of business decisions, such as capitalizing inventory versus continuing to expense as R&D, can profoundly impact your success. We’ll help you measure your value and costs at each step in the manufacturing and distribution process. We provide our clients with best practices around tracking inventory including cost methods, landed costs, lot and serial tracking and integration of your purchase orders, billing and PLM systems. We can evaluate your business model, anticipate future challenges and deliver long-term strategies to maximize the efficiency and profitability of your business.

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Our Services

With deep accounting expertise, our integrated team of tax, accounting and CFO advisory and technology and software system consultants work together to provide you with seamless solutions to fit your needs. We analyze the inventory and build resilience so you can stay ahead of shifting trends and continue producing and distributing great products.

  • Outsourced Accounting & CFO Advisory

    From outsourced accounting to CFO services and strategic advice on expanding your operations, let go of the daily accounting so you can focus on running your business.

  • Audits & Assurance

    Our Assurance & Advisory team conducts financial statement audits, employee benefit plan audits, operational assessments, and valuation exercises to help manufacturers and distributors strengthen internal controls and identify areas to improve operations.

  • Global & Domestic Tax Planning & Compliance

    We understand the complexities of local, state, federal and international taxes and help you take a proactive approach to ensure your business can operate smoothly across all jurisdictions. Our team works with manufacturers and distributors to analyze credits and tax incentives to create a custom strategy.

  • Technology & Software Implementation

    When the biggest number on your balance sheet is inventory, having an integrated software system is a necessity. Choosing the right accounting, financial reporting, budgeting, planning or business analytics solutions is essential to the growth and success of your organization. We specialize in helping you select and implement accounting and business software solutions that meet your unique business needs.


  • Business Valuation

    Our Business Valuation group is focused on addressing the complex and evolving valuation demands of a wide variety of tax, financial reporting and transactional situations. We can help prepare you to make the most of any merger, acquisition and expansion opportunities.

Contact Us

Our offices are located throughout the greater San Francisco Bay Area. If you would like to contact us, please call one of our office locations or send us a message.