Industry — Manufacturing & Warehousing

CPA, Tax & Advisory for Manufacturers, Distributors & Warehousing Operators

Built for discrete and process manufacturers, contract manufacturers, 3PLs, distributors, fulfillment centers, and the cold-storage and bonded warehouses moving real freight every day.

About the industry

Costing, inventory, and tariffs — where the margin actually lives.

Manufacturers and warehousing operators don't lose money in the P&L. They lose it in standard cost variances no one reconciled, inventory that's on the rack but not on the books, freight and tariff lines miscoded into COGS, R&D credits no one claimed, and a state-and-local tax footprint that quietly expanded the second a customer asked for next-day delivery.

We work with discrete and process manufacturers, contract and OEM shops, food and beverage producers, metals and plastics fabricators, industrial assembly, distributors and wholesalers, 3PLs and fulfillment operators, cold-storage, bonded and FTZ warehouses, and the e-commerce brands building their own pick-pack-ship operations.

From perpetual inventory and standard costing to R&D credits, §263A UNICAP, cost segregation on plant and DC real estate, multi-state nexus, sales-and-use tax automation, and lender-grade reporting on borrowing-base lines — we run the back office big distributors expect, at the price middle-market operators can actually afford.

Manufacturing & Warehousing illustration
§263A
UNICAP & inventory
R&D
Credits for the shop floor
Cost Seg
Plants, DCs & equipment
Borrowing
Base-line reporting

What we deliver

Accounting, Audit & Assurance Services for Manufacturing & Warehousing

Built for discrete and process manufacturers, contract manufacturers, 3PLs, distributors, fulfillment centers, and the cold-storage and bonded warehouses moving real freight every day.

Inventory, Cost Accounting & WIP

Perpetual inventory rollouts tied to ERP and WMS data (NetSuite, Sage, Microsoft Dynamics, Fishbowl, SAP, Cin7), standard cost build-up with monthly variance analysis, WIP and overhead absorption, landed cost (freight, duty, tariff) capitalization, and clean cutoffs that survive lender field exams.

Audits, Reviews & Borrowing-Base Reporting

Independent audits and reviews for manufacturers, distributors, and warehousing operators that need credible reporting for ABL and senior facilities, PE owners, surety and bonding, or M&A diligence — including borrowing-base certificates, inventory and AR collateral testing, and revenue recognition under ASC 606 with bill-and-hold, consignment, and FOB-term complexity.

Tax: R&D, §263A, Cost Seg & Bonus Depreciation

R&D credit studies on process improvement, tooling, prototyping, automation, and software work happening on the shop floor; §263A UNICAP calculations done right; engineering-backed cost segregation on plants, distribution centers, and cold storage; bonus depreciation and §179 on equipment; and FTZ/duty drawback positioning where it fits.

Multi-State, Sales & Use Tax

Nexus studies for manufacturers and warehousing operators with inventory in multiple states, sales-and-use tax automation (Avalara, TaxJar, Vertex), exemption certificate management, manufacturing-and-resale exemption claims, and a defensible position before the next state notice lands.

Fractional CFO, Margin & M&A Advisory

Gross-margin diagnostics by SKU, product line, and customer; pricing and surcharge strategy through tariff and freight cycles; capex modeling on new lines and DC expansion; succession, ESOP, and sell-side prep for owner-operators; and PE buy- and sell-side diligence support that respects how the floor actually runs.

Warehousing, 3PL & E-Commerce Operations

Revenue and billing models for 3PLs and fulfillment operators (storage, handling, accessorials, value-added services), cold-storage and bonded-warehouse compliance, marketplace and channel reconciliation for e-commerce brands running their own DCs, and clean reporting back to brand and shipper customers.

Stop overpaying. Start strategizing.

Book a 30-minute strategy call. Walk away with three moves you can make this quarter.