https://mengelmetzgerbarr.com/Who-We-Serve/Privately-Held-Companies

Rochester Contact

James W. Rahmlow, CPA

585-423-1860

jrahmlow@mmb-co.com

 

James' Bio >

Elmira Contact

 

Krista L. Niles-Updyke, CPA

607-734-4183

kniles@mmb-co.com

 

Krista's Bio >

 

 

Canandaigua Contact

Kristina Stamatis Mengel Metzger Barr (MMB) 

Kristina Stamatis, CPA

585-423-1860

kstamatis@mmb-co.com

 

Privately Held Companies

For more than 40 years, we’ve worked one-on-one with CEOs, management teams and business owners. This personal approach has given us a deep insight into the challenges they face, enabling us to strategically grow our business to meet evolving needs in a diverse range of industries.

And while we’ve expanded and enhanced our capabilities to provide the same resources as larger, international firms, we’ve held onto our roots, delivering the local insights and personal attention that got us here in the first place. Give us a call and we’ll show you why it’s the mix of experience, expertise and service you’re looking for.

  • Maximization of tax incentives and benefits unique to agribusiness
  • Industry-specific expertise, including wineries, orchards and agricultural manufacturing
  • Financing arrangements, including loans and grants available through Empire State Development
  • Bookkeeping support, including Quickbooks assistance and cash-flow projections facing companies with seasonal operations

To learn more about accounting services tailored for agribusiness, email agribusiness@mmb-co.com.

  • Audit, review and tax services
  • Operational reviews
  • LIFO services
  • Cost segregation studies

To learn more about accounting services tailored for auto dealerships, email autodealers@mmb-co.com.

  • Selected by NYS Education Department to write Charter School Audit Guide in 2012, setting the industry standard for all accounting firms statewide
  • Service provided to more than 45 charter schools, from Rochester to New York City
  • Experience working with schools in the start-up phase to develop internal controls, as well as working with well-established schools and charter management organizations (CMOs)

To learn more about accounting services tailored for charter schools, email charterschools@mmb-co.com.

  • Servicing general contractors, trade contractors, developers and suppliers
  • Assistance with job cost efficiency and profitability analysis
  • Experienced in maximizing bonding and credit capabilities
  • Overhead analysis
  • Claims preparation, analysis and consulting
  • Cost segregation

To learn more about accounting services tailored for the construction industry, email construction@mmb-co.com.

  • Assist small businesses operating entirely as e-commerce companies and businesses with an e-Commerce sales channel
  • Experienced in high-transaction volumes, intra- and interstate commerce regulations and import/export codes
  • Ensure that all industry-specific tax requirements are being met and every deduction available is being taken
  • Well versed in the integration of state-of-the-art accounting and industry-specific software, including inventory management, CRM and payment processing systems

To learn more about accounting services tailored for e-commerce, email ecommerce@mmb-co.com.

  • Dedicated, industry-specific team
  • Extensive experience performing FAR audits, financial statement audits and reviews
  • Consulting relative to R&D tax studies for engineering firms

To learn more about accounting services tailored for engineers and architects, email engineers@mmb-co.com.

  • Experience in working with companies from the pre-funded stage through many growth cycles as they emerge
  • Proven assistance with strategic business and tax planning
  • Guidance in implementing best practices and ongoing accounting support

To learn more about accounting services tailored for high-tech industries, email hightech@mmb-co.com.

  • Experience in helping complex manufacturing companies improve productivity and profitability
  • Consulting on inventory costing systems, including overhead rates, internal budgets, sales tax and analysis of internal control procedures
  • R&D tax credit studies

To learn more about accounting services tailored for manufacturing, email manufacturing@mmb-co.com.

  • Overhead calculation and analysis
  • Cash flow and budgeting analysis
  • Partner admission and withdrawal/succession analysis
  • Buy/sell agreements
  • Practice reorganization and transitions

To learn more about accounting services tailored for physician groups, email physicians@mmb-co.com.

  • Audit, review and tax services
  • Merger and acquisition consulting
  • Business valuations
  • SOC reports
  • Litigation support

To learn more about accounting services tailored for professional service providers, email serviceproviders@mmb-co.com.

  • Consulting on inventory system development, internal budgets, computer support and analysis of internal control procedures
  • Tax planning to structure transactions resulting in favorable tax treatments
  • Computer feasibility studies and support, including accounting system design and enhancement

To learn more about accounting services tailored for wholesale and distribution, email wholesale@mmb-co.com.