Retail & Omni-Channel Commerce
POS automation, multi-state sales tax compliance, inventory turnover analysis, and cash flow modeling for retail chains, specialty boutiques, and e-commerce brands.
Omni-Channel Visibility
Synchronizing Online and In-Store Financials
Modern retail blends brick-and-mortar locations with e-commerce storefronts, creating millions of micro-transactions, merchant fees, sales tax liabilities, and inventory holding costs.
SMG unifies your POS registers, Shopify stores, and inventory management systems into clean, daily-reconciled financial reports. We give retail executives the clear data needed to negotiate supplier terms, open new storefronts, and protect cash margins.
Retail Advisory Services
Built to handle high-frequency retail transactions and multi-channel inventory.
Multi-Location POS & E-Commerce Sync
Daily sales reconciliations connecting Shopify, Square, Lightspeed, Clover, and Amazon Seller Central directly with your general ledger.
Inventory Turn & Gross Margin by Category
Tracking stock turnover ratios, identifying dead inventory, and calculating gross margin return on investment (GMROI).
Multi-State Sales Tax & Wayfair Compliance
Automated sales tax filings across complex state, county, and local jurisdictions with full exemption certificate management.
Store-by-Store Unit Economics
Comparative location profit & loss statements, four-wall EBITDA tracking, and retail lease occupancy cost benchmarks.
Merchant Processor & Fee Auditing
Reconciling credit card merchant fee deductions, chargebacks, and interchange rates to prevent hidden fees.
Seasonal Cash Flow & Open-to-Buy Budgets
13-week rolling cash flow forecasts designed for holiday inventory ramp-ups and pre-season vendor purchasing.
Let's Talk Retail
Book a consultation with our retail & commerce advisory team.