Wholesale & Distributors

Distribution

TODAY’S DISTRIBUTION INDUSTRY
DEMANDS TOMORROW’S FINANCIAL LEADERSHIP.

You live in the future of the distribution industry. Whether you operate nationally or globally, you are operating across regions with vastly different tax codes and regulations. It’s a complicated world. But navigating these policies is critical to the future of your business.

To succeed, you need more than the accounting firm of the past. Our team will guide your business into the future with a comprehensive suite of financial leadership services, from level-5 consulting and outsourced solutions to fraud protection and cashflow management.

Comprehensive Financial Advisory & Accounting Services

From long-term strategy to real-time analysis, we help you navigate the dynamic challenges of today’s financial universe and achieve your vision of tomorrow.


We prepare your business for the future with cash-flow analysis, financial forecasts, budgeting projections, and succession planning.

We strengthen your business by mitigating taxes, improving cash flow, and discovering new efficiencies in your business strategy.

We provide consulting services on financial, regulatory, and management issues.

We help you navigate critical business junctures.

We identify, measure, and monitor critical
success factors on a real-time basis.

We provide comprehensive analysis of your operations/systems to develop efficiencies and improve profitability.

We audit, review and compile financial statements to facilitate the determination of bonding capacity and borrowing limits.

We create fully customized financial statements, tailored to the needs of your practice.

We assist in selecting and maintaining a strong internal accounting system.

At Klein Hall, our business advisors, CPAs, outsourced consultants and Certified Fraud Examiners understand today’s distribution industry. We have partnered with both national and global distribution companies as they navigate the complexities of today’s business world.

Innovative Solutions

We bring state-of-the-art technology and innovate solutions to your business, giving you a competitive edge in the financial world.


We provide custom business advisory services via 
Klein Hall CFO, controller ship and accounting services. Learn more

We integrate and support Intacct cloud-based accounting software. Discover Intacct

If you’re using Quickbooks, we can setup your accounting software, train your staff, work with you to customize reports, and review your file regularly to ensure your records are accurate. Quickbooks

Fraud prevention & Investigation


Fraud is part of our world, but it doesn’t have to be part of yours. Our team of fraud specialists investigates fraudulent activity and helps you prevent it from ever happening. Learn More

How to Master Your Small-Business Tax Credits in 2019