Case Study: PTI Engineered Plastics achieves financial and tax compliance efficiency with Rehmann

PTI Engineered Plastics keeps a CFO for 25 years with Rehmann

PTI Engineered Plastics, a growing plastics manufacturer, faced the dual challenge of retaining the deep institutional knowledge of its long-time CPA, James Kaiser, as he neared retirement, while also navigating complex and evolving financial regulations like ASC 606 and tax law changes. They engaged the consulting and advisory services of Rehmann to supplement their internal expertise.

Rehmann provided proactive, ongoing advisory services across tax, accounting, and specialized areas like R&D credits. Their experts worked closely with PTI’s CFO, offering weekly updates and strategic advice. This partnership streamlined complex processes like ASC 606 implementation, secured significant tax refunds through strategies like PPP carrybacks, and provided reliable, long-term support due to Rehmann's low team turnover. The results empowered Kaiser to continue as a part-time CFO for over 25 years, ensuring PTI maintained strong financial leadership and compliance while supporting the founder's growth vision.

PTI Engineered Plastics