Inventory & COGS Tracking
Track what you have in stock, what it costs, and what you're actually making when you sell it.
The Problem
You buy materials. You sell products. Somewhere in between, money disappears and you’re not sure where. The spreadsheet says you have 40 units. The shelf says 28. QuickBooks says something else entirely. None of it matches and nobody trusts any of it.
Without accurate inventory tracking, cost of goods sold becomes a guess. And if COGS is a guess, your profit margin is a guess. You think you’re making money on a product line but you’ve never actually done the math.
The Counting Problem
The Counting Problem
Inventory that lives in a spreadsheet gets updated when someone remembers. Adjustments happen without documentation. By year end, the numbers are fiction.
The Margin Problem
The Margin Problem
You know what you charge. You roughly know what you paid. But landed cost, waste, shrinkage, price changes from suppliers? That math rarely gets done.
What We Set Up
Inventory tracking inside QuickBooks so your stock levels and your books stay connected. When you buy, it adds. When you sell, it deducts. Cost flows through correctly so your P&L shows real gross margin, not an estimate.
We configure the system for how your business actually works. Parts and materials for a shop. Finished goods for a manufacturer. Products for a retailer. The structure matches what you’re actually tracking.
Item Setup
Item Setup
Products entered with cost, price, category, and quantity. Organized so you can find things and run reports that tell you something useful.
Cost Method
Cost Method
Average cost, FIFO, whatever fits your business. Set up correctly from the start so your margins are accurate and your tax reporting is clean.
What You Get
Stock levels you can trust. Cost of goods that flows through your books automatically. Gross margin by product or category so you can see what’s actually making money and what’s just moving volume.
When tax time comes, your COGS is documented and defensible. When you’re pricing a job or a product, you know your actual cost, not a rough guess from six months ago.
Real Margins
Real Margins
See what you’re making on each product line. Find out which items are profitable and which are eating margin. Price based on facts instead of feel.
Clean Records
Clean Records
Inventory that ties to your books. Purchases and sales that flow through correctly. Documentation that holds up if anyone asks questions.
Northwest Ohio’s Trusted Bookkeeping Partner
The Next Step:
A 15-Minute Discovery Call
Let's talk about your current bookkeeping situation. We'll assess your needs, outline a plan of action, and give you a clear quote.
