Distribution & Manufacturing 2019-07-30T21:06:20+00:00

Manufacturing & Distribution Tax Services

Geared for your unique financial needs

In the current market, manufacturing companies face numerous issues such as higher costs, a rising demand for new and innovative products, increasing regulations, ever-changing technology, and global competition. This creates a mix of accounting, tax, and operational challenges that can quickly turn into a headache if not managed properly.

We are a firm with an entrepreneurial spirit, ready to build an effective strategy to make you more competitive and profitable. Stratagem has the experience and expertise required to help you deal with the complications of varying requirements across state and international boundaries. We will work with you to do what’s needed to meet your business goals, whether that is pinpointing possible tax credits or figuring out what is required to expand into new markets. Our team has significant knowledge of a diverse range of manufacturing industries, and we bring that knowledge to you with our personalized service.

We offer the following services for distribution and manufacturing:

Tax ServicesOur experienced tax team is dedicated to helping clients address concerns, minimize tax liability, and plan to take on the complex tax issues that manufacturing and distribution companies face. Our services:

  • Tax returns- Preparing company and individual tax returns to maximize tax savings for you and your business
  • Sales and use tax
  • Multi-state and international taxation
  • Merger and acquisition- Assessing tax considerations, product and service compatibility, competitive tactics, and position to get the most out of the sale or purchase of a business

Assurance/Audit ServicesWe organize efficient and cost-effective assurance and audit services to keep you in the know and focused on your success. Our services:

  • Audit, review, and compilation- Auditing, reviewing and compiling your company’s financial statements to give you a level of assurance and sophisticated financial reporting that your business requires, improving your access to capital and surety bonds
  • Inventory counting- Our team can observe and verify inventory counts to provide the evidence needed for audits and then offer suggestions to improve inventory control
  • 401(K) audit- Auditing your company’s employee benefit plan in compliance with Department of Labor and IRS requirements while keeping you informed about the changing requirements and complexities of your plan
  • Succession planning and business owner exit strategies
  • Strategic planning on short and long-term issues occurring in the industry

Accounting Services – Our accounting team can provide support or assume the role of your internal accounting team to ensure you have accurate and timely financial reporting. Our services can include:

  • Monthly bookkeeping data entry
  • Accounts payable and accounts receivable
  • Monthly reconciliations – bank accounts, investment accounts, credit cards etc.
  • Reconciliation of third party software to QuickBooks
  • General ledger review
  • Financial statement preparation
  • Cash flow budgets and forecasting
  • Payroll processing and payroll tax return filing including year-end W-2s
  • Workers’ compensation audits
  • Sales and use tax reporting
  • Annual report filing
  • Maintaining property listing and complete annual personal property filing
  • 1096/1099 & 1098 reporting
  • QuickBooks assistance and training
  • Job costing

IT Services – We share our technology expertise with you, making sure your systems run smoothly and your information is secure and safe from hack. Our team can help with:

  • Technology Consulting Services
    • General technology – hardware, software, and network setup
    • Strategic Technology Planning
    • Technical project management and implementation
    • Current technology assessment
    • Written policies and procedures
    • Security and risk assurance
  • Managed Services
    • 24/7/365 monitoring and maintenance of your systems and servers
    • Disaster recovery and backup for business continuity
    • Expert support, both onsite and virtually
    • Firewall and security management
    • Cloud computing and virtualization
    • Virtual CIO Services
  • Enterprise Content Management  (ECM)
    • Sharepoint


Focus Area Detail