Retail & Specialty Shops
Every item on your shelf is cash waiting to move. Or cash slowly dying. We help you know the difference.
Cash on Shelves
That cute display near the register? That’s $4,000 in cash sitting there. The back room full of last season’s inventory? Another $12,000 that might never come back.
Retail is an inventory game. Buy smart and it turns into profit. Buy wrong and it turns into clearance racks and write-offs. The tricky part is knowing which is which before it’s too late to do anything about it.
We help you track what’s moving, what’s sitting, and what’s quietly bleeding money.
You Loved the Product First
Nobody opens a boutique because they’re passionate about inventory management. You opened it because you loved the product. You had taste. You knew what people wanted before they knew it themselves.
Then you discovered the rest of it. Purchase orders. Vendor terms. Markdowns. Shrinkage. Sales tax in three states because you started selling online. The product is still the fun part. Everything else is the cost of doing what you love.
Who We Work With
Who We Work With
Clothing boutiques, gift shops, florists, pet supply, jewelry stores, consignment, hobby shops, bookstores, home décor. If you sell physical products, we understand your world.
Where You Are
Where You Are
Doing well enough to have real inventory and real complexity. Too busy selling to spend hours on the books. That’s where we come in.
November Decides the Year
Some retail shops do 40% of their annual revenue in November and December. Two months to make or break the year. The other ten months are about staying alive long enough to get there.
That kind of seasonality requires planning. You need cash to buy holiday inventory in September. You need to manage lean months without panic. You need to know if a slow February is normal or a sign of something wrong.
Cash Flow Planning
Cash Flow Planning
We help you forecast the slow months and build reserves during the rush. Holiday buying decisions backed by real numbers, not hope.
Year-Over-Year Comparison
Year-Over-Year Comparison
Is this March worse than last March or about the same? We track the patterns so you know when to worry and when it’s just the cycle.
Where the Money Disappears
Shrinkage. Nice word for a painful reality. Stuff walks off. Gets damaged. Gets miscounted. A vendor shorts you and nobody notices. A return goes back on the shelf but never back into the system. It adds up slowly and shows up all at once when you do inventory.
Inventory Tracking
Inventory Tracking
What you bought, what you sold, what you should have left. We reconcile the numbers so surprises don’t wait until year-end.
Margin by Category
Margin by Category
Some product lines carry the store. Others barely break even. We help you see which is which so you can buy smarter.
Multi-Channel Sales
Multi-Channel Sales
Store, website, pop-ups, markets. Revenue from everywhere, all needing to land in the same books correctly. We tie it together.
Sales Tax
Sales Tax
Selling online means nexus in states you’ve never visited. We help you stay compliant before a notice shows up.
Utah's Trusted Bookkeeping Firm
First Step:
Start With a Call
Tell us what's going on and we'll let you know if we can help. We'll ask a few questions and give you a straightforward quote.