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Manufacturing

Innovative ideas to help you succeed

Nearly 230 manufacturers rely on us to offer a wide array of services, including administrative, operational and special project assistance in the following areas:

Assurance

Offering audit, review and compilation services tailored to meet financial reporting needs, personal financial statement preparation for key individuals to improve surety and banking relationships and increase bonding capacity, job and equipment cost evaluations for equipment purchase or lease decisions, and contract review and analysis.

Activity Based Costing Systems

Cash-management analysis and projections, debt requirement analysis and loan negotiations, expansion or acquisition decisions, business valuation services, employee benefits consulting and administration.

Automated Manufacturing Systems

From order-entry and job-costing systems for make-to-order (MTO) manufacturers, to material requirements planning (MRP) and manufacturing resources planning (MRPII) for make-to-stock manufacturers (MTS).

LIFO Inventory

Determine the most beneficial LIFO method, value LIFO inventories, and analyze financial reporting income tax effects of LIFO inventory decisions.

Purchasing, Receiving, and Inventory Procedures

Ensures accountability and minimize the risk of inventory loss.

Uniform Inventory Capitalization

Determine production costs to include (capitalize) in the value of ending inventories for compliance with IRS regulations.

Tax

Federal, state and local tax returns and response to IRS inquiries regarding tax return and payments.

Manufacturing Partners

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We help you clear the hurdles you may encounter by providing proactive services and strategies customized to meet your needs and objectives in the manufacturing industry.

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Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Registered Representatives of Valmark Securities, Inc. are located at the Minneapolis/Eden Prairie office(s). See Valmark’s Form CRS.

Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. FINRA | SEC | SIPC | ©2021-2024 Boulay | All rights reserved.