We specialize in providing financial and tax services to industrial automation companies in California. Our team of experienced CPAs understands the unique challenges and opportunities facing your industry, and we are here to help you succeed.
Do not let financial and tax issues hold you back from growing your industrial automation company. Contact us today for a free consultation and see how we can help.
No matter what stage of growth your industrial automation business is in, Clayton & McKervey provides tailormade solutions to get you to where you want to be. From accounting and bookkeeping to providing systems for data-driven decision-making, we give you all the tools necessary to focus on building your company.
Throughout our 70 years in business, we have helped dozens of businesses in the expanding industrial automation sector.
We help industrial automation businesses implement new tax planning strategies, navigate federal, state and local taxes and leverage tax credits. Our proactive approach and deep knowledge of your industry guides business owners through the ever-changing tax legislation. We also provide accounting and bookkeeping support tailored to your specific business growth plan. Our cloud-based solutions and dedicated accounting specialists can serve as an outsourced accounting department or provide training for your current team. Finally, our team can help you maximize your current ERP, accounting and project management software through process optimization, reporting or selection.
Data is the benchmark for better decision-making. If you’re tired of running multiple reports or waiting for your internal accounting staff to answer questions about key business metrics, we’ve got a solution. Our new ‘At-A-Glance’ service is designed to help industrial automation business owners like you understand how your company is operating at a glance. Our process starts with an interview so we can better understand your focus areas and help you identify key KPIs based on your unique business situation. We’ll help extract data from your current systems and display the metrics in one convenient location so you can track your business performance in real time and make data-driven decisions.
If you’re like the industrial automation companies we know, you’re focused on identifying barriers to growth. Our IA Growth Accelerator reveals the areas needing the most attention to maximize value. Designed for companies with up to $25M in revenue, our tool equips business owners with an easy way to measure progress throughout key life cycle stages. As owners’ time is often divided, it can be challenging to understand which actions drive results that matter. We’ll provide a strategic plan with benchmarks tracking success over time. Find out why it’s important to start thinking about your businesses value today instead of waiting until you’re ready to sell.
“It’s important to continuously improve your operations and maximize value through informed objectives—whether you are just starting out or looking to grow. Make business value a priority today so you can understand what your company is worth and successfully position your business to potential buyers when it’s time to sell.”
Senior Manager, Industrial Automation
When you contact Clayton & McKervey, one of our local professionals will be in touch to discuss your accounting, tax preparation, or any other growth-related or financial goals. During our discovery call we focus on:
It is common for us to ask you for past tax returns and financial statements along with any other records that will help us gain insight into your business and how we can help. Once reviewed, we will provide you with our recommendations and pricing scope. You will also be introduced to other team members.