MANUFACTURING & DISTRIBUTION

Financial Strategies Built for Scale

Our experts deliver the support you need to stay competitive—helping you streamline operations, strengthen margins, and power sustainable growth.
We empower enterprises at every stage in the supply chain:
Manufacturing
Distribution
Wholesale

Unify Production and Finance for
Better Business Performance

Whether you’re managing inventory or scaling production, we’re here to streamline operations, manage risk, and bring out the best in your team.

Reporting

Preparing reliable financial statements for lender and regulatory requirements.  
We ensure accurate, timely financial reporting to meet the demands of lenders, investors, and potential buyers.

Margins

Managing rising material, capital, labor, and shipping expenses.
 
Our financial experts help you coordinate large equipment purchases, optimize variable costs, and protect your bottom line with smart decisions.

Inventory

Avoiding overproduction while meeting wholesale and retail demands.
We help you analyze and manage supply and demand, using detailed knowledge of manufacturing.

Compliance

Meeting industry standards while managing complex tax regulations.
We’re here to simplify 
multi-state tax laws, keeping you ahead of the curve—and your competitors.

Key Services Tailored to Your Operation

Tax Planning & ComplianceAudit & Assurance Services
Supply Chain Financial Optimization
ERP & Financial Systems Advisory

Strategists for Every Stage

Meet Our

Experts

 

Matt Lee, CPA

Partner, M&A and Business Development
As a dedicated CPA advisor with a passion for life both in and out of the office, Matt brings a wealth of real-world business experience to his clients. When he's not developing business plans or assisting with complex combinations, you'll find him perfecting his golf game or spending time with his family.
Connect With Matt
We combine technical expertise with industry know-how to help you build a stronger financial future.
Our Team

Expand Your Team’s Capabilities