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Accurate Balance Sheet (Assets = Liabilities + Equity) A professionally formatted balance sheet that shows what a business owns, what it owes and the owner’s equity at a given date. Current and non-current items are separated and the totals balance. Useful for tax time, loan applications and investor conversations.
Sample data used for demonstration.
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The client's inventory wasn't organized. Products weren't consistently recorded, there was no SKU structure, and the system's stock figures didn't match what was physically on the shelves. That made it hard to know what they really had, what it was worth, and what their cost of sales should be.
What I did
Chose the right tool. I recommended QuickBooks Plus, which handles inventory tracking properly, rather than patching up spreadsheets.
Built the product list. I added every product to the system and allocated a clear SKU to each one.
Sorted the inventory. I organized the stock records so each item could be identified and tracked.
Reconciled to a physical count. I compared the system quantities with the actual stock on hand and resolved the differences.
Built an n8n CRM automation system that captures leads, creates and updates CRM records, assigns tasks, sends team notifications, automates follow-ups and generates reports.
