Accounting & Administrative Solutions for Retail Businesses

Streamlining Financial Operations for Retail Success

At MT Associates, we understand that retail businesses operate in a fast-paced and competitive environment where accurate financial management and operational efficiency are crucial. From inventory control and sales tracking to tax compliance and payroll processing, our tailored accounting and administrative services help retail businesses stay profitable while focusing on customer satisfaction.

Whether you run a brick-and-mortar store, an e-commerce business, or a multi-location retail operation, we provide the expertise needed to manage your financials effectively.

Sales & Revenue Management

  • POS system integration and reconciliation

  • Daily, weekly, and monthly sales tracking reports

  • Gift card, loyalty program, and store credit accounting

  • E-commerce financial tracking for Shopify, WooCommerce, Amazon, etc.

  • Cash flow analysis to support business growth

Tax Strategy & Compliance Support

  • Sales tax compliance and reporting (state, local, and online)

  • Coordination with CPAs for strategic tax planning

  • Payroll tax filings and employee classification compliance

  • 1099 and W-9 processing for contractors and suppliers

  • Business tax deduction optimization

Administrative & Operational Support

  • Payroll processing and employee time tracking

  • Vendor and supplier contract management

  • Licensing and compliance support for retail operations

  • Expense tracking and reimbursement processing

  • Retail Software Support – Expertise in QuickBooks for Retail, Square, Shopify, Lightspeed, and other POS and accounting platforms

Financial Management & Bookkeeping

  • Full-service bookkeeping tailored for retail businesses

  • Accounts payable and receivable tracking

  • Bank and credit card reconciliations

  • Budgeting and financial forecasting for seasonal trends

  • Expense tracking to optimize profitability

Inventory & Cost Control

  • Inventory tracking and cost management

  • Profit margin analysis to maximize revenue

  • Vendor and supplier payment management

  • Cost of goods sold (COGS) tracking for accurate financial reporting

  • Inventory shrinkage analysis and loss prevention strategies