Calegari & Morris, Certified Public Accountants
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Commercial Industries

Design and Creative Services

Growth and Industrial Services

Professional Services

Real Estate

Primary Contact
Steve Stanfel
415.955.0305 - direct
415.981.1124 - fax

Team Directory

Commercial Industries

Leveraging the best ideas in business

Bay Area companies in commercial industries have been highly valued by our firm since our founding in 1932. We know that the economy of these commercial industries reflects the economy of the Greater San Francisco Area as a whole. Today, we take care of the accounting needs of numerous commercial businesses, most of whom are mid-sized and privately owned with revenues ranging from $3 million to $100 million or more.

At Calegari & Morris, we apply the expertise we’ve gained in all our practice areas, from tax planning to financial management, to help you meet your goals. Because the commercial industries represent such a broad cross-section of the economy, we’re constantly gaining new understandings of the best business practices as well as financial and tax strategies. We share these ideas with our clients in other industries, leveraging them in innovative ways. Our goal is to be your key business advisor, providing proactive solutions to help you gain and maintain a competitive edge in your industry.

We offer the following services:

  • LIFO method of inventory valuation

  • Bank and lease financing

  • Percentage completion contract accounting method

  • Advice regarding capitalizing on cash basis accounting and on maintaining the eligibility to use it

  • Choice of entity

  • Deferred compensation

  • Ownership transition planning and shareholder agreements

  • Retirement Plans

We look forward to meeting you and to helping you achieve your financial goals.

Businesses representative of this industry area include:

  • Agribusiness

  • Auto parts wholesalers

  • Beverage Distributors

  • Construction contractors

  • Distributors

  • Electrical Contractors

  • Furniture Design

  • Growers

  • Health and beauty products

  • Hotels

  • Investment bankers

  • Manufacturing companies

  • Masonry/Plastering Contractors

  • Moving and storage

  • Reinsurance groups

  • Restaurants

  • Retailers

  • Trucking

  • Wholesale florist

  • Wholesalers

  • Vineyards


"We look for our accounting firm to watch out for our taxes, suggest cash flow strategies, assist us with developing plans for the ownership transition and all of the other important things we don’t have time for. We take great comfort having a firm like Calegari and Morris keeping a watchful eye on our business — they really understand our needs." - John Schultz, Chief Fianacial Officer, McMillan Electric Co.