01Industries

Five industries we know well.

We do not take every kind of client. These are the sectors where the partners have spent their careers, where the tax rules and the audit risks are specific, and where a firm that already knows the questions saves you a season.


01

Manufacturing and distribution

Inventory costing, equipment depreciation, Ohio CAT on gross receipts and lender covenants that need audited numbers.

  • Inventory and cost of sales are where audits find the most adjustments. We test them early, not in the last week.
  • Equipment-heavy balance sheets: bonus depreciation, Section 179 and Ohio conformity decided in October, not April.
  • Gross-receipts taxes (Ohio CAT) and municipal net profit filings across every city you ship from.
  • Bank covenants tied to EBITDA and working capital, reported on time so the line of credit renews without a scramble.
02

Construction and real estate

Percentage-of-completion, bonding capacity, job costing and the reviewed statements your surety asks for every year.

  • Percentage-of-completion revenue and the work-in-progress schedule your surety reads first.
  • Reviewed or audited statements delivered before the bonding renewal date, not after.
  • Job costing that reconciles to the general ledger, so over- and under-billings are real numbers.
  • Entity structures for owners who hold real estate separately from the operating company.
03

Healthcare and dental groups

Multi-provider groups, dental and medical practice acquisitions, compensation models and entity structure.

  • Provider compensation models and the tax treatment of partner buy-ins and buy-outs.
  • Practice acquisitions: purchase price allocation, entity choice and the first combined return.
  • Employee benefit plan audits once a practice crosses the participant threshold.
  • Monthly close and dashboards that separate provider productivity from overhead.
04

Professional services

Law, engineering and architecture firms: partner allocations, cash-to-accrual questions and multi-state exposure.

  • Partner allocations and distributions that match the operating agreement and the tax return.
  • Cash versus accrual decisions, and what changes when the firm crosses the revenue thresholds.
  • Multi-state and municipal filings when work follows clients across Ohio and beyond.
  • Succession: valuing the firm and structuring the handover years before it happens.
05

Nonprofits and associations

Single audits, grantor reporting, Form 990 and the board-ready financials your funders expect.

  • Single audits when federal expenditures cross the threshold, scheduled around your grantor deadlines.
  • Form 990 that reads well to donors and watchdogs, not only to the IRS.
  • Functional expense allocation and restricted-fund tracking that holds up in the audit.
  • Board packages: short, consistent and on time.

→Next step

Tell us which sector you are in and what is being asked of you.

You will hear from a partner within 48 hours with a scope, a fee and a date.

Call (614) 555-0142 Request a proposal