Retail & Wholesale

Helping retailers, wholesalers, and distributors manage margins, inventory, tax, and growth.

Accounting & Advisory for Retailers

Adapting to the Way Customers Shop

Retail and wholesale industries are changing quickly. Technology continues to reshape the buyer experience, while consumer expectations, sales channels, and business models continue to evolve.

Brick-and-mortar retailers are competing with online models, while ecommerce businesses are finding new ways to recreate the in-person experience. These shifts affect nearly every part of the business, from marketing and distribution to inventory, pricing, revenue recognition, and tax compliance.

DMJPS works with retail and wholesale businesses to provide tax, audit, accounting, and advisory services that help them evaluate their business model, manage tax obligations, and remain competitive in local and national markets.

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Key Issues Facing Retailers & Wholesalers

Changes in how customers shop can create financial and operational challenges throughout the business. DMJPS helps retailers and wholesalers work through issues that affect revenue, margins, inventory, compliance, and long-term growth.

Distribution Channels

Consumers expect to buy anytime and anywhere while still receiving a strong customer experience. As online and brick-and-mortar models continue to converge, businesses need to understand the financial impact of how products reach their customers.

Supply Chain

Providing an on-demand customer experience requires responsive supply chain and inventory management. Visibility into inventory levels, costs, and distribution can help businesses better manage cash flow and customer demand.

Pricing & Discounts

Competitive pricing is always within reach for today’s customers, whether they shop online or in a store. Pricing and discount strategies can have a direct effect on revenue, margins, and overall profitability.

Multistate Tax Exposure

Selling across state lines can create additional sales and tax filing obligations. Retailers and wholesalers need to understand where they may have tax exposure, stay current with changing requirements, and address potential compliance risks.

International Tax

A global consumer market has made more retailers and wholesalers international businesses. Cross-border sales, sourcing, and operations can introduce additional tax and compliance considerations that require thoughtful planning.

Support Across the Business

Retail and wholesale businesses need accurate financial information to manage inventory, understand margins, plan for taxes, and respond to changes in customer demand.

DMJPS provides accounting, tax, audit, and consulting services that help businesses better understand their financial position and make informed decisions about operations, expansion, compliance, and future growth.

Areas Where Our Professionals Can Help

Tax planning and compliance
Audit and financial reporting
Multistate and international tax considerations
Inventory and margin analysis
Cash flow and financial planning
Business advisory and growth planning

Our People

Meet Our Retail & Wholesale Advisory Team

Our professionals work with retail, wholesale, and distribution businesses facing changing sales channels, supply chains, customer expectations, and tax requirements. We take the time to understand how each business operates and where financial insight can be most useful.

Meet our retail and wholesale professionals, and contact DMJPS to start a conversation about your business.