Free store books check
Retail store books cleanup. Register, shelf, books: one story.
Four taps. Start with the deadline that made you look.
After close, the floor and the file.
Your store books check is ready. Where should we reach you?
How the free store check works
- Tap four answersAbout a minute. It names the deadline and the gap.
- Bring the last month that matchedOn a video call, with a bank statement and a register report.
- Leave with an orderWhich months first, what comes out of income, and when it can close.
Catch-up, not retyping every day
Cleanup ties the open months to the bank, pulls gift cards and deposits out of income, counts the items that move, and books cost in the month it sold. It doesn't retype every old day for its own sake.
Sales tax you collected is never treated as spendable. We set it apart in the books; you or your provider still file and pay it.
Steven Palmieri is a Tax CFO and the Entrepreneur's CFO. The practice is not a CPA firm and does not sign audit or assurance reports.
Start the free checkQuestions people ask first
Is the store check free?
Yes. It costs nothing, and nothing is signed. If cleanup follows, you get the price first.
Do I need a full inventory count?
No. A count of the items that sell most is enough to start. Slow stock can wait.
What about gift cards sold last year?
An unspent card is money owed to a shopper, not income. It stays out of sales until someone redeems it.
Who reads the store's books?
Steven Palmieri, on a video call. He's a Tax CFO who brings a store's register, shelf and books to one figure; the practice isn't a CPA firm.