Florida-Licensed CPA Firm · Pensacola, Florida· Serving the Gulf Coast & Wiregrass

Industries · Manufacturing

CPA and CFO support for manufacturers and producers.

Inventory and cost accounting, margin and product profitability analysis, capital planning, and monthly reporting for small and mid-sized manufacturers in Pensacola, Northwest Florida, and the surrounding markets.

Inventory | Cost Accounting | Margins | Capital Planning | Monthly Close

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Common Challenges

Where manufacturing numbers stop being useful.

Inventory that surprises at year end

Counts, valuation, and cost of goods sold reconciled once a year, so the income statement is wrong for eleven months.

Margins unknown by product line

Standard costs never set or never updated, overhead spread evenly, and no reliable answer to which products make money.

Capital decisions without a model

Equipment purchases, expansions, and financing decided on instinct because there is no cash flow model to test them.

A close too slow to act on

Monthly financial statements that arrive late and unreconciled, so managers run the plant on production data alone.

Lender reporting and covenants

Borrowing-base certificates, covenant calculations, and financial statements owed to the bank on a schedule the accounting cannot keep.

Tax planning after the fact

Depreciation elections, entity structure, and estimated taxes handled at filing time rather than planned around capital spending.


How We Help

Cost, margin, and cash, reported monthly.

We set up inventory and cost accounting that produces a reliable cost of goods sold every month, establish overhead allocation and product-level margin reporting, and run a monthly close that gives owners and plant managers a usable financial statement on time.

Capital expenditures, equipment financing, and expansion get modeled before the commitment. Lender reporting, borrowing-base support, and covenant calculations are built into the monthly routine rather than assembled under pressure, and financial statement compilations and reviews are available where the bank requires them.

Tax planning is coordinated with the capital plan so depreciation, elections, entity questions, and estimated payments are decided ahead of time. When the business wants ongoing financial leadership, fractional CFO advisory covers budgeting, forecasting, banking, and growth.


Relevant Services

What a manufacturer engages us for.

Payroll Setup & Support

Payroll platform setup starting at $500, plus hourly payroll oversight and the accounting integration a production payroll needs.

Payroll setup and support

Tax Preparation

Entity and owner returns, trust and estate returns, tax planning, and notice assistance, with published starting fees.

Tax preparation and starting fees

Monthly Accounting & Bookkeeping

CPA-led monthly bookkeeping, reconciliations, month-end close, and financial statements, starting at $300/month.

Monthly accounting

Fractional CFO Advisory

Ongoing financial leadership: cash flow, forecasting, KPIs, banking, and the decisions that shape the company.

Fractional CFO advisory

Business Advisory & Projects

Defined projects with a written scope and price: cleanup, systems, modeling, transactions, and special projects.

Business advisory projects

Common Questions

Manufacturing questions.

Can you help us understand which products actually make money?

Yes. Cost accounting setup, overhead allocation, and product-level margin analysis are core to our manufacturing work, billed hourly or quoted by scope after we review the current costing and the accounting system.

Do you set up inventory and cost accounting in our system?

Yes. Accounting system setup and conversion, chart of accounts design, inventory and cost structure, and the reporting that follows are scoped in writing and billed hourly.

Do you handle the tax side as well?

Yes. Entity and owner tax preparation with published starting fees, plus tax planning around capital expenditures, depreciation elections, and estimated taxes, billed hourly.


More Industries

Support shaped to other industries.

Next Step

Get a monthly view of cost, margin, and cash.

A consultation on inventory, costing, the monthly close, and what the bank and the tax return need from the books.

Individual tax prep online: 850 Tax (opens in a new tab). 850 CFO Online (coming soon).

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