Accounting & CFO Services for Retail & Wholesale Businesses

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.

At Berndt CPA, we provide specialized accounting, tax, and outsourced CFO services for retail and wholesale businesses. From POS and SKU management to cash flow forecasting and vendor planning, we help you stay in control of your margins and growth trajectory.

Financial Services Built for Product-Driven Businesses

We help inventory-based companies manage costs, track performance, and scale operations without losing visibility.

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.

Why Retailers & Distributors Choose Berndt CPA

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 Serve

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.