Expert Auditing Services for your Business Success

Our Popular Services

Contact us for more. We can even make a customized inventory model tailored to your needs.

Health Check Service

Our Health Check Service provides a straightforward review of your inventory records and reconciliations. We ensure your books match your stock, catching discrepancies before they become costly problems. With clear, accurate reporting, you gain confidence in your numbers and peace of mind in your operations.

Basic Inventory Audit Service

Our Basic Inventory Audit Service provides a comprehensive review of your business’s financial records and operational processes. We identify gaps, risks, and inefficiencies that could impact compliance or profitability. With clear recommendations and actionable insights, we help you strengthen your foundation and position your business for long‑term success.

Advanced Service

Our Advanced Inventory Audit Forecasting Service helps businesses anticipate and plan around their best‑selling products with confidence. By analyzing inventory trends, seasonal demand, and historical sales data, we provide clear projections that guide smarter stocking decisions, reduce waste, and maximize profitability. Each forecast is delivered with notarized documentation and backed by our professional guarantee, ensuring accuracy, compliance, and audit‑ready assurance. This premium service blends insight, legal credibility, and business trust to give clients a reliable foundation for future growth.

Big Ideas,
Real Impact.

We help businesses and families move from uncertainty to clarity. Whether you're navigating estate transitions, downsizing assets, or managing complex inventory across industries, our work delivers more than data — it delivers direction. Every audit is designed to empower smarter decisions, protect what matters, and create lasting impact.

About
our company

For nearly four decades, our company has been trusted to deliver reliable audit and asset management solutions. Led by my mother for 38 years, she built a strong foundation through partnerships with respected names such as Food Lion, Hallmark Card Shops, Go Grocery Outlet, IGA, Winn‑Dixie, and Kerr Drug. We are proud to continue her legacy through a fresh rebrand and re‑launch that reflects today’s business needs.

With 17 years of hands‑on experience, I bring advanced expertise backed by an MBA in Business Administration and a Bachelor’s in Business Management from Gardner‑Webb, along with an Associate’s degree in Economics with Honors. As a Notary Public, I provide notarization for estate planning and asset documentation, ensuring accuracy and compliance.

Our services include estate planning asset sheets, premier asset planning, elder care asset downsizing, disaster preparedness documentation, healthcare and veterinary inventory audits, as well as retail, commercial, manufacturing, warehouse, automotive dealership, and agricultural inventory services. Supported by Lucas, who holds a degree in Information Technology, and strengthened by our commitment to professionalism and detail, we deliver tailored solutions that help businesses and families safeguard their assets and plan for the future.

Our reputation is built on integrity, precision, and a dedication to client success.