Question 1

Review of how NetSuite, QuickBooks Enterprise, Cin7, Fishbowl, DEAR, or SAP Business One feeds your accounting

Accepted Answer

We've worked directly inside each of these systems and know exactly where COGS and inventory valuation tend to drift from the general ledger.

Question 2

Cost of goods sold and inventory valuation reconciliation

Accepted Answer

When your inventory system and your books disagree on COGS, your margin and tax numbers are both wrong — we reconcile the two.

Question 3

Coordination with your existing systems and finance team, not a replacement for them

Accepted Answer

We work alongside whoever already manages your systems and finance function — this is a review and correction layer, not a takeover.

Question 4

Tax strategy that accounts for inventory-driven swings in taxable income

Accepted Answer

A big inventory build or drawdown can swing taxable income significantly — we plan around that instead of being surprised by it.

Question 5

R&D tax credit eligibility review for manufacturing process improvements

Accepted Answer

Process improvements on the shop floor sometimes qualify for the R&D credit and routinely go unclaimed — we check.

Question 6

Support during a transition between inventory or ERP systems

Accepted Answer

Migrations are where historical costing data most often gets carried over wrong — we're there for that transition specifically to catch it.

Inventory & Systems Advisory

What this includes