Consumer Services

Navigating the Intersection of Retail, Hospitality, and Technology

The consumer services sector is defined by rapid shifts in consumer behavior and the constant evolution of omnichannel commerce. Whether you are a multi-unit hospitality group, a high-growth e-commerce platform, or a traditional retailer, your success depends on inventory precision, supply chain efficiency, and a proactive tax strategy. In an era of thin margins and intense competition, you need an advisor who understands the “speed of consumer demand.”

We provide the technical rigor that protects your bottom line. You need more than just a year-end audit; you need real-time insights into your financial health. At Calvetti Ferguson, we help consumer service companies professionalize their operations, navigate complex sales tax landscapes, and prepare for institutional investment or ownership transitions.

Comprehensive Solutions for High-Volume Operations

We provide a unified platform of services designed to help consumer-facing businesses scale efficiently while maintaining impeccable financial order.

Assurance & Operational Oversight

In high-volume businesses, even small leaks in your financial processes can lead to significant losses.

• • • Financial Statement Audits & Reviews: Providing the transparency and independent verification required by lenders, landlords, and stakeholders.

    • Inventory & Supply Chain Optimization: Assessing your internal controls to improve inventory accuracy and mitigate the risk of operational leakage.

    • Multi-Unit Reporting & Consolidation: Streamlining the reporting process for businesses with multiple locations or diverse service lines.

Strategic Tax & Value Recovery

In the consumer world, cash is king. We use specialized tax strategies to keep more capital working in your business.

• • • Sales & Use Tax Compliance: Navigating the “post-Wayfair” landscape to ensure you are compliant across all digital and physical jurisdictions.

    • Cost Segregation Studies: Accelerating depreciation on your physical locations to realize immediate tax savings and defer liabilities.

Advisory & Growth Strategy

Whether you are expanding your footprint or preparing for a strategic exit, we provide the insights to maximize your value.

• • • Omnichannel Revenue Recognition: Ensuring accurate financial reporting across diverse sales platforms and complex return environments.

    • Transaction Due Diligence: Providing deep-dive Quality of Earnings (QofE) reviews for acquisitions or preparing for an institutional sale.

    • Fractional C-Suite Support: Providing on-call financial leadership to bridge the gap during periods of rapid growth or restructuring.

A Roadmap for Every Consumer Enterprise

We meet you at your current stage of growth and provide the specific level of rigor your operations demand.

• For High-Growth E-commerce & SaaS: We focus on scalability, sales tax compliance, and preparing your books for venture capital or PE investment.

• For Multi-Unit Franchisees & Hospitality: We provide consolidated reporting and cost-control oversight to effectively manage multiple locations.

• For Family-Owned Retailers: We help you transition from traditional operations to a professionalized, omnichannel model that protects your legacy.

Ready to Power Your Next Move?

Don’t let technical accounting gaps or sales tax complexity slow your momentum. Let’s build the financial architecture your vision deserves.

Contact Our Team