Identify what happened and what facts matter.
Instant download
Lifetime access
Editable templates
Made for U.S. small businesses
issue signal
Shelves and books differ
Two counts differ
Business owner search
How do I fix shelves and books differ?
Collect the evidence, details, and wording.
Use the workflow, script, and tracker.
Guided resolution
Recount and hand off
Inventory
Year-End Physical Inventory Count Kit
In the first hour: freeze movement, name two counters, and write the cutoff before anyone counts. Operations and record-keeping organizer. Your bookkeeper or tax preparer decides the valuation method and the entries.
Status as of October 28, 2026. IRS Publication 334 (2025), for use in preparing 2025 returns, and IRS Publication 538 (revised January 2022) were opened that day. If a page and this guide disagree, the page wins.
- Count date, freeze time, and a numbered sheet for each counter
- Blind count, recount card, and a final quantity that waits for the recount
- Cutoff log plus a roll-forward when the count is not on year end
- Extensions, variance log, and the four sign-off names
PDF guideWord playbookExcel control centerSTART-HERE.txt
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$6,798 total retail value, all 152 kits one at a time.
All-Access ($29/mo founding) includes every kit download while you stay subscribed.
Best valueAnnual founding $290/yrFounding Member rate, locked for life. After the founding window closes, the price rises to $39/mo for new members.
Instant download: PDF guide, editable templates, and tracker. Secure Stripe checkout.
Digital kits. Yes. If the kit doesn't give you a clearer next step on your problem, email us within 7 days of purchase with your order ID and we'll refund you. Membership has its own 30-day money-back guarantee on the first payment.
All-Access membership. Cancel anytime. Your first membership payment is covered by a 30-day money-back guarantee: email us within 30 days of your first payment with your order ID. Renewal payments are not refundable once charged, but cancelling stops future renewals.
Questions before you buy? Email us.
Two countersCount 2 does not see count 1 or the book quantity
Cutoff writtenLast sale, last receipt, held, consigned, and in transit stay on their own rows
Preparer decidesValuation method and the entries stay with your bookkeeper or tax preparer
One-time purchaseYours to keep and reuse
Product preview
See the kit at a glance.
Real pages from the actual kit you download, not a mockup. Every kit includes the step-by-step PDF guide, editable Word templates, and a working spreadsheet.
- Exactly four buyer files in the ZIP
- Nine Guide scripts in the Word playbook
- Status words in the dropdowns match the Dashboard counts
- No valuation method and no book entry
Who it is for
Built for the exact moment this starts costing money, trust, or time.
Small retailers, ecommerce sellers, restaurants, salons with retail stock, and trades with van or shop stock who need a closing inventory figure and have never run a clean count, or whose records do not match the shelves.
If the next gap after the count is a reorder, open the Inventory Stockout + Reorder Recovery Kit.
If the variance is a short carton from a supplier, open the Supplier Short Shipment Claim Reconciliation Kit.
If the variance points at employee theft, open the Employee Embezzlement Discovery Response Kit.
If the drawer does not match the tape the same day, open the Cash Drawer Shortage Investigation + Recovery Kit.
If a duplicated bank feed is why the book quantity will not tie, open the QuickBooks Duplicate Bank Feed Cleanup Kit.
This helps when
- A year-end count that has never been run as a freeze, two blind counts, and a recount.
- Shelves that do not match the book quantity, with no record of who counted.
- Goods that are held, consigned, damaged, in transit, or on the way back to a vendor, sitting in the same number as goods you still have.
- A count taken a few days off year end, with sales and receipts after the count still in someone's head.
- A missed count, where the only path left is an estimate the preparer can look at.
- A handoff that does not say who counted, who priced, who extended, and who proofread.
What this solves
A practical path from “what do I do now?” to a clear next action.
Use the guide, scripts, and tracker to organize the facts, choose the next move, and keep follow-up from slipping.
What you will be able to do
- A count plan and a handoff list your preparer can read.
- One message with the brackets replaced, plus a paper sheet with line numbers.
- Difference, final quantity, year-end quantity, extension, and value difference.
How each file is used
- See the count order, the cutoff, the blind recount rule, and the sentences from the IRS pages opened on October 28, 2026.
- Brief the staff, send the cutoff notes, print the numbered count sheet, and sign the packet.
- Type two counts, a cutoff, a roll-forward, extensions, and variances so the Dashboard is your rows.
Included inside
- PDF guide with the IRS pages, the count order, and a labeled example
- Word playbook with nine scripts and a 15 line numbered count sheet
- Excel control center with live formulas, dropdowns, and a Dashboard of rows you type
- START-HERE.txt that says which file to open before you freeze the floor
Ecommerce & shipping
Related kits
Three other kits for this kind of problem.
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Inventory Stockout + Reorder Recovery Kit
A practical kit for low-stock surprises and stockouts that create lost sales, rushed purchasing, and support noise.
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Fulfillment
Supplier Short Shipment Claim Reconciliation Kit
A practical kit for short inbound shipments, invoice holds, and supplier or carrier claim follow-up.
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Fraud & Security
Employee Embezzlement Discovery Response Kit
A first-response system for suspected employee theft, evidence preservation, insurance notice, access control, and recovery tracking.
View kitFAQ
Common questions about this kit.
Who is the Year-End Physical Inventory Count Kit for?
Small retailers, ecommerce sellers, restaurants, salons with retail stock, and trades with van or shop stock who need a closing inventory figure and have never run a clean count, or whose records do not match the shelves.
What's included in the Year-End Physical Inventory Count Kit?
Exactly four buyer files: a PDF guide, an editable Word playbook, an Excel control center, and START-HERE.txt. This is an operations and record-keeping organizer. Your bookkeeper or tax preparer decides the valuation method and the entries.
Is this a one-time purchase or a subscription?
It is a one-time purchase of $39. You download the files and keep them. There is no recurring charge.
How do I get the Year-End Physical Inventory Count Kit after buying?
Instantly. After secure Stripe checkout you receive a private download link to the complete kit files.
Can I reuse it whenever the problem comes up again?
Yes. Use it across your own business as many times as you need. Please do not resell or redistribute the files.
Can I get a refund?
Yes. If the kit doesn't give you a clearer next step on your problem, email us within 7 days of purchase with your order ID and we'll refund you. Membership has its own 30-day money-back guarantee on the first payment.
Does this guarantee an outcome?
Operations and record-keeping organizer for a physical inventory count. Your bookkeeper or tax preparer decides the valuation method and the entries. This page does not choose a valuation method or tell you what to book.
Important fit note
Clear guidance, not false certainty.
Operations and record-keeping organizer for a physical inventory count. Your bookkeeper or tax preparer decides the valuation method and the entries. This page does not choose a valuation method or tell you what to book.
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