Bookkeeping, payroll, and fractional CFO services for Utah's growing businesses.

Call or Text: (801) 616-0520

Inventory Management

Track what you have, what it costs, and what it's doing to your margins.

The Spreadsheet Isn't Cutting It

You know roughly what’s in the warehouse. Roughly. Someone’s been updating a spreadsheet when they remember to. The numbers in QuickBooks don’t match what’s on the shelf. And when a customer asks if something’s in stock, you have to go look.

This works until it doesn’t. Then you’re overselling products you don’t have, sitting on inventory that isn’t moving, and guessing at margins because cost of goods is a mystery.

What We Set Up

Inventory tracking that lives in your accounting system, not next to it. Products, costs, quantities, all in one place. When you sell something, it deducts. When you buy something, it adds. Your books and your inventory tell the same story.

Product Catalog

Every SKU entered with cost, price, and category. Organized so you can actually find things and run reports that make sense.

Cost Tracking

FIFO, average cost, whatever method fits your business. We set it up correctly so your margins are accurate, not theoretical.

Reorder Points

Know when stock is running low before you’re out. Set thresholds that trigger alerts so you’re ordering ahead, not scrambling.

Platform Integration

Selling on Shopify, Amazon, or in a physical store? We connect your sales channels so inventory updates everywhere at once.

The Margin Question

Here’s what most product businesses don’t actually know: which products make money.

Revenue is easy to see. Cost of goods is harder. Factor in shipping, storage, breakage, returns, and the math gets fuzzy. That best-seller might be your lowest margin item. That slow mover might be your most profitable. Without real inventory tracking, you’re guessing.

We give you visibility into what things actually cost and what you’re actually making. Not at year end when it’s too late. Every month.

True Cost of Goods

Landed cost, not just purchase price. What it actually took to get that product on the shelf and out the door.

Margin by Product

See which items are carrying the business and which are dragging it down. Make pricing and purchasing decisions with real data.

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.

Utah bookkeeping firm specializing in startups and small businesses. We handle bookkeeping, payroll, CFO services, and capital raise support. Locally owned in Saratoga Springs, serving the Wasatch Front.

Location

457 W Flora Dr, Saratoga Springs, UT 84045

Client Reviews

5-Star Rated Firm

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