MGO CPA

Employee Retention Credit

Accelerate your recovery

Created as part of the Coronavirus Aid, Relief, and Economic Security Act (CARES Act), additional legislation has extended and expanded the Employee Retention Tax Credit (ERTC). Eligibility, amount, and availability of the credit depends on many factors, and there is significant confusion in the marketplace about who qualifies.

We are here to look at your finances holistically to determine eligibility, claim credits (proactively or retroactively), and assist with regulatory compliance related to the combination of all aid programs.

Our ERTC services include:

  • Assessment
  • Filing support
  • Compliance support
  • Assess and review for potential issues
  • Guidance for audits due to improper filing
    • Assess if existing claims have been properly submitted
    • Review for any potential tax controversy issues
    • Manage audits and other issues

Frequently asked questions

Do you qualify for the ERTC?

It’s not too late.

Recent legislative updates have extended eligibility deadlines. We’ll put you on the fast-track to benefit from ERTCs before time expires.

Can you claim the ERTC if you’ve received Paycheck Protection Program (PPP) loans?

Yes, but only under certain conditions. With our experienced guidance we can ensure your PPP loan forgiveness does not contradict your ERTC claims.

Will the IRS be examining ERTC claims?

The IRS has extended the statute of limitations on assessing credit claims to five years. That suggests auditors will be taking a close look at companies claiming the credit.

Our promise to you

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Sound accessments

As deadlines and eligibility requirements shift, it is essential that your ERTC claims are well-founded. We’ll do the hard work to document and defending your legitimate claims.

It’s not too late

Recent legislative updates have extended eligibility deadlines. We’ll put you on the fast-track to benefit from ERTCs before time expires.

No games, only results

The IRS has made it clear they’ll be reviewing ERTC claims closely. That’s why our approach leaves no room for error to limit your risk.

Tax leaders ready to serve you

As you grow, you face complex risks and opportunities. Benefit from hands-on guidance focused on delivering top-to-bottom value for you and your organization.

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Tax Credits and Incentives

Put your profits back where they belong: driving expansion and innovation for your organization. With experienced guidance credits and incentives can be a powerful tool for fueling your growth.

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R&D Tax Credits

Power innovation by reducing tax liability through state and federal R&D credits.

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Enterprise Business Tax

Your goal is to drive growth on a large scale. Our goal is to identify strategic opportunities, streamline complexities, and deliver tax solutions that align with your enterprise’s needs.

Cybersecurity

Cybersecurity and IT Risk Services to Protect Your Business 

Cybersecurity doesn’t have to be expensive or overwhelming. MGO helps growing businesses get started with established, affordable IT risk and control strategies that build protection — and trust — from day one. 

As digital transformation accelerates growth, it also exposes businesses to increasing cyber threats and compliance gaps across cloud, third-party, and internal systems. MGO’s Cybersecurity and IT Risk Advisory services are tailored to help your organization proactively identify vulnerabilities, strengthen security strategy and posture, and align with evolving regulatory demands.  

Whether you’re navigating new standards or regulations, SOX readiness or compliance, or simply aiming to mature your IT and security governance, our team brings practical experience and real-world insight to help you secure your environment — without slowing down innovation. 

Minimize risk to power performance

Assess Your Cyber Readiness

Take a proactive stance to reduce risk from evolving cyber threats. Our program development and assessment services identify hidden risks, evaluate your readiness, and lay the foundation for a stronger security posture. 

  • Cybersecurity Program Strategy and Risk Assessment: Evaluate exposure to internal vulnerabilities and external threats, and assess alignment with security program leading practices. Leveraging industry standards such as NIST CSF, build an actionable roadmap to achieve goals and close identified gaps across people, processes, and tech. 
  • Network and Cloud Visibility Assessment: Identify blind spots across on-premises, hybrid, and cloud environments. 
  • Compliance and Framework Readiness (NIST 800-171, HIPAA, ISO 27001, SOC 2): Benchmark your cybersecurity program against industry frameworks and audit requirements, especially emerging regulations such as CMMC, NIS2, and DORA. 
  • AI Strategy: Leveraging NIST’s AI RMF, build out standards and policies for your organization’s use of artificial intelligence. 

  • Third-Party Risk Management Solutions: Build a program to identify, manage, and evaluate your suppliers and vendors (and their nth parties) on an ongoing basis.
Protect and Defend Against Active Threats

Strengthen your defenses with security tools and active threat detection techniques that test and validate your systems before attackers do. 

  • Vulnerability Management: Identify, prioritize, and resolve weaknesses across systems, networks, and applications. 
  • Technology Rationalization: Eliminate tool sprawl by aligning your tech stack with actual risk exposure and performance needs. 
  • Penetration Testing: Conduct simulated attacks to reveal real-world paths into your environment.

  • Ransomware Readiness Assessment: Gauge your preparedness to detect, contain, and recover from ransomware attacks. 
Be Ready to Respond

Establish processes and procedures to help you respond to and recover from cyber threats and incidents, and feed learnings back into your program. 

  • Incident Response Planning: Create and test structured plans to contain and recover from cybersecurity incidents efficiently and confidently. 
  • Business Continuity and Disaster Recovery (BC/DR) Strategy: Design robust strategies to maintain operations and protect critical assets in the face of cyberattacks or unplanned outages. 
  • Security Awareness Training: Equip your team with practical knowledge to recognize and respond to everyday threats like phishing, social engineering, and insider risk. 

  • Refresh Policy and Procedures: Establish clear, actionable policies and controls that support compliance and operational effectiveness based on leading practices. 
Core IT Risk Advisory Services 

  • IT Governance and Risk Assessment: Comprehensive review of IT systems, internal controls, and organizational risk exposure. 

  • Security Architecture and Controls Review: Assess physical and digital security layers, from perimeter defenses to future-state technologies. 
  • Third-Party Risk Management: Evaluate vendor ecosystems for cybersecurity, compliance, and business continuity risks. 
  • HIPAA Compliance Services: Review security and privacy safeguards, and build a HIPAA-aligned compliance program. 
  • Cloud Security and Control Frameworks: Assess cloud-based systems against recognized frameworks to improve resilience and compliance. 
  • IT SOX Compliance Support: Validate and support your IT controls for Sarbanes-Oxley compliance and audit readiness. 

  • Cybersecurity IT Audit: Conduct independent audits to assess security posture, uncover gaps, and support regulatory alignment. 

Managed risk is your reward

Cybersecurity Breach Roadmap

Today’s interconnected digital world brings vulnerability to the increased risk of cyber fraud, theft, and abuse. These cyberattacks are inevitable — it’s not a matter of if your organization is attacked, but when.

Protect your organization from cyber threats

This cybersecurity breach road map and checklist is designed to give you the essential steps necessary to mitigate an attack within the first 24-hours — so you stay compliant and ensure you’re back to business as quickly as possible after an attack.

Download PDF

Our promise to you

Top-to-bottom protection

Safeguarding sensitive data and IP must be a top priority for success today and long into the future.

Turn compliance into opportunity

Evolving regulatory requirements provide an opportunity to build an organization ready for the future.

Emerging threats mitigated

Cybersecurity is a game of “whack-a-mole” but you can enjoy peace of mind with dedicated support addressing the latest threats.

CMMC Readiness and Compliance Support 

The Cybersecurity Maturity Model Certification (CMMC) is now part of the Department of Defense’s (DoD’s) formal regulatory framework. 

  • The CMMC Program Rule (32 CFR Part 170) took effect in December 2024, establishing the structure for cybersecurity assessments. 
Learn More

Consulting leaders ready to serve you

As you grow, you face complex risks and opportunities. Benefit from hands-on guidance focused on delivering top-to-bottom value for you and your organization.

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Manufacturing and Distribution

The manufacturing and distribution industry is marked by its dynamic complexity and evolving opportunities. Achieving strategic growth requires you to take a comprehensive approach. MGO offers tailored solutions through cross-functional teams to help you navigate the issues of today and position your company for success tomorrow.

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Professional Services

You are continually navigating change, disruption, and evolving client demands. With tailored strategies and industry-specific insights, we can help you manage risk and seize opportunities so you can focus on delivering exceptional service.

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Real Estate

In the dynamic real estate market, new opportunities demand quick action without losing sight of your long-term goals. From tax to consulting to assurance, we help you manage today’s complexities while building for tomorrow.

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Financial Services

Overcome challenges, build resilience, and achieve your growth, stability, and exit goals with professional support and tailored solutions.

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Cannabis

Lead the highly competitive cannabis industry with precise financial strategies, tax planning, and holistic financial support.

Construction Cost Consulting Services

Achieving Compliance and Financial Transparency

Construction projects come with financial complexities, requiring scrutiny and transparency. MGO’s construction cost consulting services are carefully crafted to equip your organization with insights and compliance evaluations throughout your project’s lifecycle.  

Our service goes beyond just safeguarding your assets, helping to build trust and clarity for everyone involved — so you can finish projects on time, stay within budget, and meet top quality standards. Selecting MGO means you gain a committed supporter focused on protecting your investments and steering your projects toward completion. 

Our team, consisting of skilled professionals with a wealth of industry experience, employs a customized, strategic approach to every construction project. This provides solutions that perfectly align with your project’s specific requirements. Whether your project is a small renovation or a large commercial development, we can tailor our resources to meet your needs. 

  • Thorough Analysis: Our team dives deep into your project’s financials. From material costs to labor expenses, we meticulously scrutinize every detail to uncover potential discrepancies. 
  • Cost Reduction Strategies: Armed with industry knowledge and insights, we develop customized strategies to optimize your project’s budget without compromising quality. Say goodbye to unnecessary expenses and hello to increased profitability. 
  • Risk Mitigation: Construction projects are fraught with financial risks. With our construction cost audit and consulting service, we help you identify and mitigate risks early on, paving the way for a smooth and seamless workflow throughout the entire project lifecycle. Construction projects are fraught with financial risks. With our construction cost audit and consulting service, we help you identify and mitigate risks early on, paving the way for a smooth and seamless workflow throughout the entire project lifecycle. 
  • Comprehensive Contract Reviews: We conduct thorough evaluations of contracts to identify and resolve potential issues upfront. Our proactive strategies not only resolve potential problems but also save valuable time and resources. 
  • Detailed Cost and Payment Analyses: Our team performs in-depth analyses of costs and payment structures. 
  • Elevating ROI: The prevention of issues and improved efficiency can lead to a higher return on investment for your projects.

Strategic Solutions

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Real Estate

In the dynamic real estate market, new opportunities demand quick action without losing sight of your long-term goals. From tax to consulting to assurance, we help you manage today’s complexities while building for tomorrow.

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Consulting

Take control of your organization’s future with a comprehensive suite of advisory services designed to meet your unique needs.

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Internal Audit, Risk, and Compliance

Improve the effectiveness of controls, risk management, and governance practices to attain superior performance management enterprise risks. Our solutions are powered by accounting best practices. We support compliance with a multitude of standards, including AICPA, Yellow Book and GASB.

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Management Consulting

To elevate your organization into a market leader, you need to actively seek value and optimize performance everywhere there is opportunity. Excellence throughout core business functions is what will separate you from the rest of the pack.

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Technical Accounting

Leverage MGO’s Technical Accounting for state controllers reports, technical R&D, and more. Enhance your financial operations now.

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Private Company Audit

Deliver stakeholder confidence and identify opportunities to improve with an audit approach tailored to your needs.

Leader ready to serve you

As you grow, you face complex risks and opportunities. Benefit from hands-on guidance focused on delivering top-to-bottom value for you and your organization.

Client Accounting Solutions

Lower costs and boost performance

Outsourced Accounting Support

Whether you want to augment your team or transform the accounting function, the benefits of outsourcing include:

  • Accounts payable and receivable
  • Journal entry and ledger maintenance
  • Financial statement preparation
  • Tax planning and consultation
  • Classification, entry, and verification of transactions
  • Sales tax processing
  • Fixed asset and depreciation tracking
  • Cash balance tracking
  • Monthly reconciliation
Virtual CFO

Whether you lead and early-stage business or a mature organization in transition, our virtual/interim CFO solutions provide financial leadership at times when you need it most. The roles we help fill include:

  • Chief financial officer
  • Controller
  • Director of finance
  • Vice president of finance
IPO and Event Readiness

Seize opportunity with our highly-scalable finance and accounting solutions backed by a deep understanding of accounting standards. Specific areas where we can provide support include:

  • Preparation of filing documents, such as Form S-1
  • Implementation of new or modified accounting standards
  • Preparation of annual, interim, and pro forma financial statements
  • Income tax provision and preparation note disclosures
  • Preparation of transaction and audit analyses and support
  • Valuation services, including allocation of purchase price
  • Conversion from GAAP or IFRS
  • Transaction or audit readiness and audit liaison support

Our promise to you

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Here for you

Never miss an opportunity to grow. Our tactical approach puts support on-hand in the times and places you need it the most.

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Be resource savvy

Maintaining a robust accounting function can be expensive. Outsourcing to qualified professionals can ease stress and deliver peace-of-mind.

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Technical guidance on tap

With big transactions or deadlines in your future gaining access to technical resources can safeguard value and set you up for success.

Consulting leaders ready to serve you

As you grow, you face complex risks and opportunities. Benefit from hands-on guidance focused on delivering top-to-bottom value for you and your organization.

We were quite happy with Angel's leadership.  This was an extremely complex project, and at all points of the engagement we felt that we were important to MGO and the team.  It was a Herculean effort by the MGO team.

CEO National Nonprofit based in Los Angeles

While under an extremely tight deadline with intense time pressure, MGO’s recent audit of Amyris’ financial statements was thorough, focused, and insightful. MGO clearly has the technical expertise and resources to respond to a firm as large and complex as Amyris, Inc., and provides the personal touch and attention that is unusual.

Jonathon Wolter Interim CFO, Amyris Inc.

We can’t believe the difference in (the MGO) team’s professionalism and engagement.

Charlie Bowman CEO and President, HEXO Corp.

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Transaction Advisory

Whether you’re buying or selling, you need to capitalize on every opportunity to maximize your return. With our support you can manage risk and uncover opportunities through every stage of the deal.

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Technical Accounting

Leverage MGO’s Technical Accounting for state controllers reports, technical R&D, and more. Enhance your financial operations now.

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Management Consulting

To elevate your organization into a market leader, you need to actively seek value and optimize performance everywhere there is opportunity. Excellence throughout core business functions is what will separate you from the rest of the pack.

Cannabis

Your Obstacles Are No Match for Our Solutions

STABILITY IN A BRAVE NEW WORLD

As a cannabis business leader, you understand there is more at stake than numbers underlined in red or black. You’re the vanguard of a paradigm shift that sees equal value in justice, transparency, and genuine connection to the culture.

There is no room for error in this competitive and heavily regulated marketplace. We are here to guide you into the next era of growth with a combination of accounting and financial precision, and an understanding of the human side of organizations risking it all to be pioneers in an emerging sector.

We support clients throughout the cannabis value chain with IRC 280E tax planning, audit services, accounting support, and everything else an operator needs to grow. Whether you’re just getting started, or looking to expand your presence, we’ll help align financials, operations, and social impact toward one singular goal: building an organization that thrives.

We serve
400+

cannabis, hemp, CBD and ancillary clients

All verticals

including cultivators, retailers, distributors, manufacturers, and ancillary companies

Legal markets

throughout the U.S. and select global markets

Solutions for Every Stage of the Cannabis Lifecycle

Launch and Grow

Accounting Structure Design

  • Chart of Accounts, controls and reporting 
  • Inventory accounting 
  • Financial reporting

Cannabis Tax Compliance 

  • Entity structure assessment 
  • Sales and excise tax payments 
  • 280E mitigation strategies

Operational Guidance 

  • Introductions to resources 
  • Help obtaining banking services 
  • Cash handling procedures and controls 
  • Temporary staffing 
Build Value

Raising Capital

  • Due diligence preparation 
  • Financial statement audit 
  • Monthly reporting 
  • Revenue / EBITDA optimization 
  • Quality of Earnings (QoE) reports

Advanced Tax Planning

  • Partnership allocations 
  • Indirect tax support 
  • Exemptions and deductions 
  • Revenue recognition 
  • Transfer pricing 
  • International tax support 
  • State and local tax guidance 
  • IRS audit preparation and defense 
Transaction Support

Public Company Services

  • IPO readiness 
  • Financial statement audit 
  • Technical accounting 
  • Internal audit 
  • ESG advisory

M&A Support

  • Due diligence 
  • Valuation services 
  • Integration support 
  • Tax impact analysis 
  • Entity restructuring 
  • Report for foreign investors 

6th Annual
Impact Review

Cannabis 50

The Cannabis 50 is our annual list of individuals, organizations, entertainers, and others who made a positive impact on the cannabis industry in the past year.

This year’s honorees include Movers and Shakers like Good Day Farm and Wyld, Culture Shapers like Belushi’s Farm and Death Row Cannabis, and Up-and-Comers like Happy Munkey and Pure Beauty.

See our full list.

Go Now
Cannabis-50_impact-review_6th-annual

Cannabis Playbook:
Your Next Phase of Growth

MGO was one of the first national accounting firms to develop and provide targeted accounting, audit, tax, and consulting services to the cannabis and hemp industries. We have helped numerous cannabis companies with their go-public and liquidity transactions. Today, we provide industry-leading experience and a suite of solutions to help operators, regulators, institutional investors, and brands navigate the complexities of the cannabis and hemp industries.

Download now

Cannabis leaders ready to serve you

As you grow, you face complex risks and opportunities. Benefit from hands-on guidance focused on delivering top-to-bottom value for you and your organization.

Solutions Built for You

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Private Company Audit

Deliver stakeholder confidence and identify opportunities to improve with an audit approach tailored to your needs.

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Transaction Advisory

Whether you’re buying or selling, you need to capitalize on every opportunity to maximize your return. With our support you can manage risk and uncover opportunities through every stage of the deal.

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State and Local Tax

With varying regulations in every market, reduce exposure and maximize your opportunities to save.

Enterprise Business Tax

Optimize Your Enterprise Tax Strategy

In today’s evolving global marketplace, international enterprises face a complex and ever-changing tax landscape. At MGO, we understand the challenges your organization faces — from navigating shifting tax regulations to managing multistate compliance, corporate structuring, and large-scale transactions.

Our comprehensive suite of enterprise tax services is designed to help you optimize your tax position, manage risks, and streamline operations. Whether you are expanding into new markets, restructuring your organization or looking to maximize tax efficiencies, we provide the strategic guidance you need to achieve your business goals and maintain a competitive edge.

  • Corporate Tax Compliance and Planning: Stay ahead of evolving corporate tax regulations with forward-thinking strategies that maximize efficiency and keep you compliant across global jurisdictions. 
  • International Tax Services: Navigate the complexities of international tax laws with strategies that address cross-border transactions, global operations, and multi-jurisdictional compliance. 
  • Transfer Pricing: Manage intercompany pricing arrangements to align with global standards, reducing the risk of penalties and increasing tax efficiency across your global supply chain. 
  • Tax Provision (ASC 740): Keep your financial statements accurate and reliable with precise management of income tax reporting. 
  • IPO Structuring and Inversion Analysis: Minimize tax liabilities and maximize shareholder value with strategic advice on initial public offerings (IPOs) and inversions. 
  • Credits and Incentives: Identify and leverage tax credits and incentives globally to reduce your overall tax burden and enhance cash flow. 
  • Inbound Tax Needs: Address the unique tax challenges faced by foreign companies operating in the U.S. — from entity structuring to compliance with federal and state regulations. 
  • 280E Analysis and Optimization: Navigate Section 280E while improving your tax position with tailored strategies for industries like cannabis. 
  • Entity Choice and Structuring: Optimize your global operations with the right entity structure, aligned with your long-term business goals. 
  • Operating Agreement Review: Review your operating agreements to confirm they are tax-efficient and compliant with international laws. 
  • Debt/Equity Analysis: Optimize your financing structure with detailed analysis to maximize tax efficiency and maintain compliance. 

Tax leaders ready to serve you

As you grow, you face complex risks and opportunities. Benefit from hands-on guidance focused on delivering top-to-bottom value for you and your organization.

Solutions Built for You

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International Tax

Conduct business across borders with confidence you’re limiting risk and maximizing returns.

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Tax Credits and Incentives

Put your profits back where they belong: driving expansion and innovation for your organization. With experienced guidance credits and incentives can be a powerful tool for fueling your growth.

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M&A Sell-Side Advisory

Selling a business takes time and preparation. MGO works with business owners to plan ahead — aligning operations, financials, and tax strategy — so you’re ready when the right opportunity comes along.

Consulting

How MGO’s Consulting Services Benefit Your Organization

FRESH IDEAS FOR YOUR FUTURE

Every decision — operational, financial, regulatory, or strategic — influences your trajectory. Our consulting teams combine technical depth, industry knowledge, and hands-on experience to help you make smarter decisions faster.

We deliver:

A Holistic View of Your Operations

Our team evaluates processes, financial performance, systems, controls, and risk from multiple angles. You receive a comprehensive picture of where you are today — and a clear roadmap for where you can go tomorrow.

Real-World Industry Knowledge

You work with consultants who have deep experience across technology, manufacturing, government, entertainment, professional services, cannabis, and more. We bring practical insight, not generic recommendations.

Solutions Designed for Speed and Impact

When you need critical solutions like outsourced accounting, cybersecurity readiness, operational optimization, or M&A support, you need them fast. We move quickly to provide solutions that help you stay on track and maintain momentum.

Forward-Looking Insight

We help you anticipate change — from regulatory shifts to market disruptions — and prepare proactive strategies that strengthen resilience and support growth.

Our Consulting Services

Our consulting professionals help you overcome operational, risk, and compliance challenges and elevate performance with solutions built around your goals.

Our consulting services include:

Client Accounting Solutions

We provide outsourced accounting, virtual CFO support, IPO readiness, and real-time reporting to help you stabilize your finance function and gain the financial clarity needed to operate, invest, and grow effectively.

Cybersecurity

Our cybersecurity team can help you navigate an increasingly risky environment through program development, threat detection, incident response planning, and core IT risk advisory — giving you confidence that your data and systems are protected.

Fraud and Litigation Support

We provide the independent knowledge and experience you need when accuracy, integrity, and transparency are essential. Our services include investigations, digital forensics, litigation support, and anti-corruption reviews.

Internal Audit, Risk, and Compliance

Strengthen governance and operational resilience through internal audits, risk assessments, SOC/SOX services, regulatory advisory, vendor compliance reviews, and internal control evaluations. Build trust and reduce exposure.

M&A Sell-Side Advisory

We help you prepare for a successful exit with readiness assessments, value-driver analysis, regulatory guidance, and quality-of-earnings support that positions your business for a strong transaction.

Management Consulting

Solve performance challenges and create frameworks that support long-term success. Our advisors can help your organization run more efficiently through operational assessments, analytics, revenue optimization, supply chain strategies, and policy/procedure reviews.

Margin Growth Optimization

Our teams conduct financial, operational, and contract analysis to help you improve profitability, identify inefficiencies, and better understand the drivers of your margins.

State and Local Government Consulting

Purpose-built consulting for public sector organizations. Services include internal audit and performance audit, cybersecurity and technology risk, grant and regulatory compliance, financial sustainability, and construction audit to help you strengthen transparency and deliver better outcomes for your community.

Transaction Advisory

We provide strategic support throughout the deal lifecycle — from planning and due diligence through integration and post-transaction optimization — helping you unlock value at every stage.

Technical Accounting

When complexity rises, we help you navigate new standards, business combinations, technical research, and financial statement preparation, so you can maintain accurate and reliable reporting.

Consulting Solutions

See all solutions
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Internal Audit, Risk, and Compliance

Improve the effectiveness of controls, risk management, and governance practices to attain superior performance management enterprise risks. Our solutions are powered by accounting best practices. We support compliance with a multitude of standards, including AICPA, Yellow Book and GASB.

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Management Consulting

To elevate your organization into a market leader, you need to actively seek value and optimize performance everywhere there is opportunity. Excellence throughout core business functions is what will separate you from the rest of the pack.

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Technical Accounting

Leverage MGO’s Technical Accounting for state controllers reports, technical R&D, and more. Enhance your financial operations now.

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Transaction Advisory

Whether you’re buying or selling, you need to capitalize on every opportunity to maximize your return. With our support you can manage risk and uncover opportunities through every stage of the deal.

Consulting leaders ready to serve you

As you grow, you face complex risks and opportunities. Benefit from hands-on guidance focused on delivering top-to-bottom value for you and your organization.

Breweries, Distilleries, and Craft Cocktail Producers

Empowering Your Craft Beverage Business 

In the dynamic world of breweries, distilleries, and craft cocktail production, your business stands at the forefront of innovation and consumer demand for unique, authentic experiences. As you navigate the complexities of market trends, regulatory requirements, and strategic financial management, the importance of a supportive and knowledgeable advisor cannot be overstated.  

At MGO, we understand the unique challenges you face and offer tailored accounting, tax, and advisory services to enhance your operational efficiency and profitability. Your dedication to crafting exceptional beverages is matched by our commitment to empowering your success through comprehensive financial and strategic guidance. 

With a deep appreciation for the art and science behind your craft, our team is equipped to help you optimize your financial strategies, explore new market opportunities, and adhere to industry regulations. Together, we can build a strong, sustainable future for your beverage business, turning challenges into opportunities for growth and success. 

Optimize your financial strategies

Navigating the Complex Landscape

The craft beer market continues to evolve, with over 9,000 breweries making significant contributions to local, national, and international economies. The distilled spirits sector has also demonstrated resilience and innovation, leading to a vibrant market filled with diverse products. Our team is here to help you navigate the complexities of industry regulations, promoting compliance while optimizing your financial strategies. Should a US based entity export or a foreign based company import the complexities only multiply.

Strategic Financial Planning

Understanding the nuances of your industry is crucial for effective financial management. From managing production costs to optimizing supply chain efficiencies, our team offers strategic advice tailored to your unique needs. Whether you are a small batch distillery or a rapidly growing craft brewery, we provide the financial insights and tools necessary to keep your operations robust and profitable.

Market Expansion and Product Innovation

As consumer preferences grow toward unique flavors and experiences, it is crucial for you to identify market opportunities, adapt to demands, and expand product lines. MGO offers extensive support for businesses seeking research and development (R&D) tax credits through thorough eligibility assessments, optimized documentation, and strategic advice to maximize financial benefits from innovation incentives.

Operational Excellence

Efficiency is critical in your industry. We offer guidance on everything from cost-effective production practices to sustainable sourcing, helping you achieve operational excellence. Our aim is to enhance your profitability while maintaining the high quality that your customers expect.

Leaders ready to serve you

As you grow, you face complex risks and opportunities. Benefit from hands-on guidance focused on delivering top-to-bottom value for you and your organization.

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Consulting

Take control of your organization’s future with a comprehensive suite of advisory services designed to meet your unique needs.

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Private Company Audit

Deliver stakeholder confidence and identify opportunities to improve with an audit approach tailored to your needs.

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Tax Credits and Incentives

Put your profits back where they belong: driving expansion and innovation for your organization. With experienced guidance credits and incentives can be a powerful tool for fueling your growth.

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R&D Tax Credits

Power innovation by reducing tax liability through state and federal R&D credits.

Related Industries

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Vineyards and Wineries

Empower your vineyard or winery with MGO’s financial strategies. Enhance growth, reduce tax liabilities, and secure your legacy with our guidance.

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Manufacturing and Distribution

The manufacturing and distribution industry is marked by its dynamic complexity and evolving opportunities. Achieving strategic growth requires you to take a comprehensive approach. MGO offers tailored solutions through cross-functional teams to help you navigate the issues of today and position your company for success tomorrow.

Biotech and Life Sciences

Solutions for the rhythms of life

Accelerate into the future

At the crossroads of ancient knowledge and technological innovation, you engage your competition in a race for hidden potential that could change the course of history.

While you work to better humankind, we’re in the background managing financial constraints and regulatory burdens. We ‘cross the t’s’ and ‘dot the i’s’ so you’re free to discover solutions to bigger problems.

We serve
100+

Biotech and Life Sciences companies in the U.S. and across the world

Every lifecycle stage

including start-ups/first venture round, growth and innovation, and M&A/IPO

Every sector

including pharmaceuticals, biomedical technology, medical devices, nutraceuticals, CRO/CMO, and more!

Solutions for Every Stage of the Biotech Lifecycle

Launch and Grow

Accounting Structure Design

  • Chart of Accounts, controls and reporting
  • Outsourced accounting
  • Financial statement audit
  • Financial reporting
  • 409A valuation

Corporate Tax

  • Tax compliance
  • Tax planning
  • Tax structuring
  • Entity structure assessment
  • Sales and excise tax payments

Tax Credits and Incentives

  • Energy Tax Credit
  • R&D Tax Credits
  • Orphan Drug Tax Credit
  • Work Opportunity Tax Credit
Build Value

Raising Capital

  • Due diligence preparation
  • Financial statement audit
  • Monthly reporting
  • Revenue / EBITDA optimization
  • Quality of Earnings (QoE) reports

Advanced Tax Planning

  • IRS audit preparation and defense
  • Partnership allocations
  • Indirect tax support
  • Exemptions and deductions
  • Revenue recognition
  • Transfer pricing
  • International tax support
  • State and local tax guidance
Transaction Support

Public Company Services

  • IPO readiness
  • Financial statement audit
  • Technical accounting
  • Internal audit
  • ESG advisory

M&A Support

  • Due diligence
  • Valuation services
  • Integration support
  • Tax impact analysis
  • Entity restructuring
  • Report for foreign investors

Time to maximize your R&D tax credits

This under-utilized dollar-for-dollar credit can reduce your tax liability and/or offset payroll taxes. Contact us to see if you qualify.

Fuel Innovation

Let's talk
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Biotech leaders ready to serve you

As you grow, you face complex risks and opportunities. Benefit from hands-on guidance focused on delivering top-to-bottom value for you and your organization.

Solutions Built for You

See all solutions
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Consulting

Take control of your organization’s future with a comprehensive suite of advisory services designed to meet your unique needs.

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Private Company Audit

Deliver stakeholder confidence and identify opportunities to improve with an audit approach tailored to your needs.

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R&D Tax Credits

Power innovation by reducing tax liability through state and federal R&D credits.

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International Tax

Conduct business across borders with confidence you’re limiting risk and maximizing returns.

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M&A Sell-Side Advisory

Selling a business takes time and preparation. MGO works with business owners to plan ahead — aligning operations, financials, and tax strategy — so you’re ready when the right opportunity comes along.

Public Company Services

More than compliance — insight and guidance

Financial Statement Audit

Your performance validated by our exacting methodology and reported with human care.

IPO Services

Everything you need to achieve the next level of growth.

Technical Accounting Assistance

Guidance for evolving accounting standards.

SOX/SOC Compliance

Demonstrate your internal controls are sound and built to deliver confidence.

ESG Audit

Comprehensive review of operations and impact that demonstrates your alignment with long-term goals and evolving SEC rules.

Our promise to you

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Steady guidance in turbulent waters

Amid tumultuous market conditions you deserve reliable financial support you can trust to meet compliance demands and provide valuable insight your organization’s performance.

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Technical accounting precision

Complex international operations require proficiency in global accounting standards. We’re proud to deliver exactly what you need, wherever you need it.

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Support for taking the big step

Planning an IPO is stressful … trust us, we’ve been there before. Our detailed assessments and guidance will give you and your investors the confidence to reach the next level.

Assurance leaders ready to serve you

As you grow, you face complex risks and opportunities. Benefit from hands-on guidance focused on delivering top-to-bottom value for you and your organization.

While under an extremely tight deadline with intense time pressure, MGO’s recent audit of Amyris’ financial statements was thorough, focused, and insightful. MGO clearly has the technical expertise and resources to respond to a firm as large and complex as Amyris, Inc., and provides the personal touch and attention that is unusual.

Jonathon Wolter Interim CFO, Amyris Inc.

We can’t believe the difference in (the MGO) team’s professionalism and engagement.

Charlie Bowman CEO and President, HEXO Corp.

Take Your Business to the Next Level

Explore the ins-and-outs of this transformational journey and determine if this is the right path for your organization.

IPO Field Guide

Learn more
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Related solutions

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Private Company Audit

Deliver stakeholder confidence and identify opportunities to improve with an audit approach tailored to your needs.

Audit and Assurance

Why Organizations Choose MGO for Audit and Assurance

Technical precision and a vision for your future

Our experienced professionals understand your industry, speak your language, and bring recommendations that make your organization stronger.

MGO’s audit and assurance teams deliver:

A Clearer View of Your Operations

We go beyond the numbers to assess how your systems, governance, and internal controls shape your operational effectiveness — helping you identify risk, improve transparency, and strengthen investor and stakeholder confidence.

Industry-Specific Insight

Our auditors combine technical excellence with a deep understanding of the regulatory, operational, and risk environments facing your organization and industry.

Sharp Analysis, Actionable Recommendations

You walk away with insights that matter — risks to address, opportunities to optimize, and practical next steps to help you protect your organization and support long-term plans.

A Seamless Audit Experience

Our teams focus on planning, communication, and execution, delivering a smooth, well-coordinated audit process that respects your time and keeps the engagement moving forward.

Our Audit and Assurance Services

At MGO, our audit and assurance services are built around helping you make informed decisions that support long-term growth. Our solutions include:

Public Company Audit and Assurance

For SEC registrants and IPO-ready companies, our public company services go beyond compliance. We provide financial statement audits, IPO audit solutions, technical accounting guidance, and audit services to support SOX/SOC reporting. These services help you maintain investor confidence, meet regulatory expectations, and demonstrate transparency in a highly scrutinized market.

Private Company Audit Services

While private company audits are not required, they’re often pursued to meet lender or investor expectations, prepare for a future liquidity event, or align reporting with public company standards. Through financial statement audits, international audits, reviews, and compilations, our team provides insights that strengthen decision-making, support operational efficiency, and help you plan strategically for growth.

Government Audit

Trusted by local, state, and federal agencies, our government audit services deliver confidence and accountability. We conduct financial audits, reviews, single audits, and agreed-upon procedures with attention to compliance, cost allocation, and risk management, giving you assurance that public resources are managed effectively.

Employee Benefit Plan Audits

Navigating ERISA and retirement plan regulations can be complex. Our team handles limited-scope audits, full-scope 401(k) audits, and audits for cash balance and defined benefit plans, helping you meet regulatory requirements, provide transparency to plan participants, and safeguard the integrity of your employee benefit programs.

Solutions Built for You

See all solutions
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Private Company Audit

Deliver stakeholder confidence and identify opportunities to improve with an audit approach tailored to your needs.

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Government Audit

Provide effective stewardship powered by deep understanding of technical and regulatory nuances.

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Public Company Services

Deliver detailed insight and technical proficiency that exceeds regulatory compliance requirements.

Image for M&A Sell-Side Advisory

M&A Sell-Side Advisory

Selling a business takes time and preparation. MGO works with business owners to plan ahead — aligning operations, financials, and tax strategy — so you’re ready when the right opportunity comes along.

Assurance Leaders Ready To Serve You

As you grow, you face complex risks and opportunities. Benefit from hands-on guidance focused on delivering top-to-bottom value for you and your organization.

While under an extremely tight deadline with intense time pressure, MGO’s recent audit of Amyris’ financial statements was thorough, focused, and insightful. MGO clearly has the technical expertise and resources to respond to a firm as large and complex as Amyris, Inc., and provides the personal touch and attention that is unusual.

Jonathon Wolter Interim CFO, Amyris Inc.

We can’t believe the difference in (the MGO) team’s professionalism and engagement.

Charlie Bowman CEO and President, HEXO Corp.

Take Your Business to the Next Level

Explore the ins-and-outs of this transformational journey and determine if this is the right path for your organization.

IPO Field Guide

Learn more
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