Retail &Wholesale
Accounting & CFO Services for Retail & Wholesale Businesses
From POS and SKU management to cash flow forecasting and vendor planning, we help you manage your retail business with specialized accounting, tax, and outsourced CFO services.
Inventory Accounting & Cost of Goods Sold (COGS) Tracking
Track COGS, landed costs, SKU performance, and shrinkage using accurate, automated inventory accounting methods (FIFO, LIFO, weighted average).
Multi-Location & Multi-Channel Accounting
Consolidate financials across brick-and-mortar, online platforms (Shopify, Amazon), and wholesale operations while analyzing performance by channel or store.
POS & Inventory System Integration
We support syncing your accounting platform with systems like Square, Clover, Lightspeed, QuickBooks POS, and NetSuite.
Cash Flow Forecasting & Working Capital Planning
Plan for inventory purchases, seasonal demand swings, and vendor payment cycles to avoid cash shortfalls.
Sales Tax Compliance Across States
Automate and manage compliance with state and local sales tax rules—especially for multi-state e-commerce or wholesale vendors.
Payroll, Commissions & Bonus Structures
Handle hourly, salaried, and commission-based payroll—including retail incentives, staff scheduling costs, and compliance with wage laws.
Budgeting, Pricing & Margin Analysis
Forecast performance, analyze gross margin by product or vendor, and adjust pricing strategies to maintain profitability.
Strategic CFO Advisory
Work with a fractional CFO to model expansion scenarios, improve vendor terms, assess debt needs, or prepare for a sale.
Financial Services for Retailers & Distributors
Unlock Profitability with Inventory-Focused Financial Strategy & Scalable Support
In retail and wholesale, success hinges on margins, inventory turnover, and real-time decision-making. Whether you’re running a brick-and-mortar storefront, an e-commerce brand, or a multi-location wholesale operation, your financial systems must be built to move with your inventory—and your customers.
Berndt CPA helps stores, shops, warehouses and more by offering:
- Product & SKU-Centric Insight – We help you understand profitability down to the item, location, or vendor level.
- Systems Expertise – We support integration between your POS, inventory, e-commerce, and accounting tools.
- Cash Flow Mastery – We help you manage cash across peak seasons, supply chain lags, and vendor cycles.
- Growth-Ready Partnership – Whether you’re scaling to a new location or preparing for franchise-level expansion, we’re with you.
Who We Support
- Independent Retail Stores & Boutiques
- E-commerce & DTC Brands
- Wholesale Distributors & Product Importers
- Retailers with In-House Manufacturing
- Franchised Retail & Food Service Operators
- Hybrid Brick-and-Mortar & Online Businesses
Optimize Inventory. Maximize Margins. Scale with Confidence.
Whether you’re processing 50 transactions a day or 5,000 orders a week, Berndt CPA provides the operational and financial support to help you succeed in a fast-moving, margin-sensitive environment.
Schedule a Retail & Wholesale Strategy Session to learn how we can help streamline your finances and support your next phase of growth.
