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Retail / CPG
Retail / CPG

We have developed a detailed understanding of the unique issues facing companies in the retail industry and have experience serving multi-location owner/operators and franchisors in a variety of retail categories.

We have worked with retail companies who specialize in the following areas:

Restaurants
Sporting goods
Grocery
Niche retail
Consumer products
Hospitality
Food & beverage
eCommerce

We help retail companies with the following accounting and advisory services:

Franchisee/franchisor accounting
Gift card accounting
Inventory management
LIFO inventory analysis
Return reserve accounting
Vendor rebates

We have been working with Holtzman Partners since 2009. Their domain expertise and team continuity has enabled them to really understand our software company and the challenges we face. They have repeatedly helped us analyze potential issues and make better decisions in real time.

- Corey Blahuta, VP of Finance - UnboundID
Your Retail / CPG Partners
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Do you have questions about your company’s tax or Sarbanes-Oxley compliance? Are you planning to merge or acquire another firm or are you a startup that would like some peace of mind? Maybe we’re the right fit for your company. If we’re not, we’ll recommend a firm that is.
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