Industries

All types of industries and businesses can benefit from the multifaceted services offered by Shelton Nelson And Associates. Our work with clients in a wide range of business and industry sectors provides the expertise and practical experience clients need.

Distribution

Distribution and logistics providers tackle an especially challenging competitive market and need streamlined business operations for profitability. Our experience in this industry coupled with strategic business planning expertise provides valuable information and resources for these clients.

DSN helps distribution clients evaluate the big-picture opportunities, and weigh risk, investment and the cost of doing business with different types of clients.

We can also streamline their operations by providing:

Strategic planning that streamlines day-to-day operations and builds a solid financial foundation
Business plans
Asset management
Cost controls
Financial information that informs decision-making
Accounting, tax, and payroll services

Insurance

The many facets of business addressed in the insurance industry require extensive knowledge about and experience with transactions and regulatory requirements that are unique to the industry. DSN possesses an in-depth understanding of the array of regulations faced by insurance companies and we continually research new developments in the industry. We work primarily with property and casualty insurance companies, and third-party administrators that service them.

We provide these services:

Audit, review, and compilation services
Regulatory filing requirements
State expansion applications
General accounting assistance
Tax compliance services

Not-for-Profit

Since Mark Nelson has had the privilege of serving on volunteer boards for several not-for-profit organizations, this hands-on experience informs his professional work with these types of organizations. We provide our not-for-profit clients with accounting, business plans, business tax returns, and financial audits that meet government standards for funding. Our experiences with not-for-profit organizations have allowed us to fine-tune our approach; we know precisely what questions to ask to get the information needed in an efficient manner. Detailed performance information is also a useful tool for clients when they’re applying for grants and donations.

Among the services we provide for not-for-profit organizations are:

Audits, reviews, and compilations
Single audits (A-133)
Financial systems and controls consulting
Strategic planning
Tax-exempt status issues
Tax filing requirements
Accounting and payroll services

Manufacturing

Global competition has transformed the manufacturing landscape. Companies that have strategically re-structured their manufacturing operations for excellent performance are healthier. DSN has been working with manufacturing firms for decades. Experience with furniture, textile, and pharmaceutical manufacturing companies locally and globally are some of our core areas of expertise. Our operational reviews have revealed areas of opportunity for our clients. Strategic and business planning initiatives with clients have helped them focus on core competencies where they can be profitable. Many have refined their decision-making in response to our operational reviews, investing in the infrastructure and processes to make sustainable performance improvements.

Some of our manufacturing clients also benefit from using Shelton Nelson And Associates’ services for:

Audit, review and compilation tax compliance, reporting and consultations
Strategic planning
Business planning, benchmarking, and analytical review
Business transition and succession planning
Business valuation
Merger and acquisition assistance
Outsourced accounting and payroll

Professional Services

Professionals engaged in providing medical, dental, veterinarian, legal, third-party administrator, and other services for their patients or clients need a strong partner to address financial and strategic details. You can stay focused on your professional services because DSN excels at understanding the unique details within your professional area and we offer services customized for your requirements. Operational efficiencies strengthen your practice or company. We can be your outsourced accounting department, do your financials, and provide payroll services, and strategic and business planning. Our expertise is a valuable tool for the big-picture strategic decisions that will help you build a strong financial foundation and address opportunities for growth.

We provide these services for our professional service clients:

Audit, review, and compilation
Tax compliance services
General accounting services, including payroll
Strategic Planning
Business planning, benchmarking, and analytical review
Business transition and succession planning
Business valuation
Merger and acquisition assistance

Real Estate

Our comprehensive understanding of the real estate industry advantages our clients, especially when business transactions need to be correctly structured. As we work with real estate clients, our vast experience allows us to impart a dose of reality that can help clients protect themselves from downside risk.

Real Estate owners, managers, brokers, developers, and investors depend on our portfolio of services that include assistance with:

1031 exchanges
Business valuations
Cost segregation studies
Financing
Partnership allocations and distributions
Real estate investment trusts
Tax credits
Changing rules and regulations
Tax preparation of legal structures

Restaurants

Great restaurants thrive when their delicious food and service are complemented with sound financial decisions. DSN helps restaurant owners structure their businesses for success and avoid pitfalls. We ask the hard questions and provide powerful business resources, so restaurant owners can focus on the dining experience while we help manage the business details.

Among the services we provide for restaurant owners are:

Strategic planning that builds a solid financial foundation
Business plans
Asset management
Cost controls
Financial information that informs the decision-making process
Accounting, tax and payroll services