Financial Inventory & Reports
Retail value by department and an overall inventory total. No itemized barcode file.
Explore financial inventoryPhysical inventory
counts since 1983.
Financial, barcode scan, ownership-change and asset inventories. Fresno-based crews serving the Central Valley, Bay Area, Central Coast, Sacramento and Northern California.
Locally owned since 1983
2,000+ inventories each year
Auditors trained by our founder
Inventory services for your business
Choose the count and report you need. Every service is available across our coverage area, for one-time visits and ongoing programs.
Itemized Scan Inventory
Product barcodes and counted quantities in an itemized file, with import formats confirmed for compatible back-office systems.
Explore itemized scanOwnership Change Inventory
An independent count of the merchandise included in a business sale, recorded for buyer and seller.
Explore ownership changeAsset Inventory
Equipment, furnishings, technology and other business property, recorded by location or department.
Explore asset inventoryHybrid counts, cycle counts, price verification and more.
See all servicesSee what your report includes.
Most clients receive a printed report before our crew leaves. Complex reports follow within 24 hours of receiving all required information.
View sample reports
Illustrative sample with category values and section totals.View the full sample report Ownership changes
& one-time counts
We count the stock included in a business sale so buyers and sellers share an independent inventory record. We work with owners, realtors and brokers to arrange the count.
One-time and annual inventories are also available, with no recurring contract.
Plan an ownership-change count Ask about a one-time or annual countRecurring &
multi-location inventories
Schedule counts for one store or several, with a separate report for each location.
Choose monthly, quarterly, every four months, twice-yearly, annual or custom intervals. Recurring and multi-store discounts are available.
Plan your recurring program See the nine-store exampleBusinesses we count
Convenience stores & gas stations
Store merchandise, plus lottery, cash and fuel when included in your scope.
Liquor stores
Financial or itemized counts for a store sale, stock check or regular schedule.
Grocery stores
Department totals or product-level counts across sales floors and backrooms.
Warehouses & distribution
Parts and bulk stock counted by location in the agreed report format.
Restaurants & bars
Ingredients, food, beverages and partial quantities in open liquor bottles.
Automotive shops & parts
Parts and merchandise for stock checks and ownership transfers.
Department & general retail
Merchandise across departments, sales floors and stockrooms.
Electronics stores
Itemized merchandise and accessory counts to compare with your stock records.
Have another type of inventory?
Tell us what needs countingChoose the detail you need
| Count method | What you receive |
|---|---|
| Financial inventory | Retail totals by department Price × quantity, totaled by department and overall. Individual products are not listed. |
| Itemized scan inventory | Quantities by barcode An itemized file to compare with your stock records and investigate differences. |
| Hybrid inventory | Department totals with selected product detail Financial counts and scanning in one visit. Product detail covers the scanned departments only. |
Also available: partial counts, price-book verification and asset inventory.
Back-office system experienceInventory work in practice
Examples from independently operated stores and a distribution warehouse.
Stock on the shelf, missing from PDI records
Convenience retail · Itemized scan
At an independently operated Chevron ExtraMile, products were on the shelves but showed zero on hand in PDI Enterprise.
We visited the day after the owner called, assessed the store and scheduled a scan count. The count and subsequent review revealed unposted supplier invoices and inconsistent prices, units and product descriptions.
The findings helped the owner investigate invoices and reconcile stock records.
About itemized inventoriesQuarterly counts across nine stores
Central Valley · Hybrid inventory
Frequent transfers complicated stock tracking for an independent nine-store operator. Quarterly hybrid counts now give the owner separate results for reviewing each store’s balances, replenishment and transfers.
Count details
Each round takes a matter of days. The owner reviews the counts alongside sales history, transfer records and earlier inventories.
Each count reflects the store at the time it was counted. Product-level comparisons cover scanned departments only.
About recurring programsA warehouse report in the required format
Landscaping & irrigation supplies
A distributor considering a change in business partners needed a warehouse count in a specific format. We adapted our software after an on-site assessment and returned the next day to begin counting.
Count details
Stock ranged from screws and sprinkler components to pipe. The in-house count was taking longer than expected and was not producing the required results.
The assessment established the report fields and counting method for the varied stock.
Discuss your inventory requirementsLocations we’ve served
Inventory experience at independently owned, franchise-operated and individual locations carrying these brands.
Names and logos identify individual locations served. They do not imply corporate-wide contracts, affiliation or endorsement. All trademarks belong to their respective owners.
Suzanne BensonFounder & owner
Founded and still led
by Suzanne Benson
Suzanne started Pro Inventory Auditing in 1983. She continues to oversee inventory operations and personally trains every new auditor.
Meet our team Our company history“Best Inventory service around! Very professional crew”
Inventory services in your area
Fresno-based crews serving the Central Valley, Bay Area, Central Coast, Sacramento and Northern California. Call us about your location.
Planning your inventory
All inventory FAQsCan I book just one inventory?
Yes. We offer one-time, annual and ownership-change counts with no recurring contract.
How soon will I receive my report?
Most clients receive a printed report at completion. Complex reports follow within 24 hours after we receive all required information.
Can you count outside normal business hours?
Yes. After-hours, overnight and weekend counts are available. Call with your preferred date, including short-notice requests, and we’ll discuss the schedule with you.
Can you compare the count with my system?
An itemized scan inventory records product quantities that can be compared with your back-office records. Financial inventory provides department-level retail totals, not an itemized product list. We confirm your files, units and requested format before counting.
How much does an inventory cost?
Quotes are free. Pricing depends on location, scope, counting method and scheduling. Recurring and multi-store discounts are available.
Clear counts.
Confident decisions.
Tell us your location, what needs counting and your preferred date.