Manufacturing, Distribution & Retail

Shalik, Morris & Company, LLP provides accounting, auditing, tax, compliance and consulting services to the manufacturing, distribution and retail industries. Our goal is to enable our clients to enhance the performance and operating efficiency of their business. We assist our clients with cost control and the efficient management of their consumer and supplier relationships, production process, internal supply chain and inventory. From site selection and financing to the decision of whether to own or lease your facilities, we assist our clients in the real estate component of their businesses.

We work with our clients to develop plans for the long-term success of their business and assist in developing a clear strategy for growth or divestitures. We play a significant role assisting our clients in identifying, evaluating, structuring and executing buying and selling business opportunities.

The Firm is well regarded by the banking community and is a resource to our clients in identifying and procuring bank financing tailored to our client’s specific needs.

Our services to the Manufacturing, Distribution & Retail industries include:

  • Audits, Reviews & Compilations of Financial Statements
  • Strategic Tax Planning & Compliance
  • Compliance with Sales, Payroll, Income & Other Tax Related Matters
  • Assistance with all aspects of Cost Accounting & Determination of Unit Costing
  • Gross Profit Analysis & Operating Efficiency Studies
  • Budgets, Projections & Financial Modeling
  • Assistance with Procurement of Equity & Debt Financing & Lines of Credit for Leasing & Purchasing Equipment
  • Strong Familiarity with Issues facing Importers & Exporters of Goods & Services
  • Capital Structure Formation & Analysis
  • Pursue State, County & Local Tax Credits, Grants & Other Loan Programs
  • Development & Review of Internal Controls & Operating Procedures
  • Assistance in Selecting, Purchasing & Implementing Accounting Systems
  • Lease Versus Ownership Analysis of Warehouse & Distribution Facilities, Equipment & Trucks
  • Assistance with Anti-Theft Safeguards of Inventory
  • Inventory Audits, including Perpetual Inventory Cycle Counts & Test Checks
  • Document & Contract Review
  • Business Consulting Services