Industries
Wholesale and distribution
Accounting, tax, and advisory services for wholesalers, distributors, and importers.
Overview
Distribution businesses operate on volume, inventory turns, and working capital. Margins are narrow, and cash is often committed to inventory and receivables well before it is collected. Edler Zain provides wholesalers and distributors with inventory accounting, cash flow management, tax planning, and the reporting lenders and buyers expect.
Common challenges
Inventory valuation, turns, and obsolescence
Working capital and line-of-credit management
Gross margin by product, customer, and vendor
Customer and supplier concentration
Sales tax, resale certificates, and multi-state compliance
Borrowing base reporting and lender covenants
How we help
Our services for wholesale and distribution companies include:
Who we serve
Wholesalers, distributors, importers, and building product and industrial supply companies with revenue between $1 million and $30 million.
Schedule a consultation
Speak with a member of our team about your business. We will review your current situation and outline how we can help.
Frequently asked questions
Can you prepare borrowing base certificates and covenant reports?
Yes. We prepare monthly borrowing base reports and covenant calculations as part of the close process.
Which inventory and ERP systems do you support?
We work with QuickBooks, NetSuite, Fishbowl, Cin7, and most distribution ERP platforms.
Do you report margin by customer and vendor?
Yes. Customer and vendor level margin and concentration analysis are included in the monthly reporting package.
Can you manage sales tax and resale certificate compliance?
Yes. We manage exemption certificate documentation and multi-state sales tax filings.