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Inventory Reporting & Forecasting—Made Simple

From PDFs and spreadsheets to clear, actionable insights—I help you understand your stock levels, usage trends, and what to order next so you can stay ahead of demand.

Inventory Services

Report Conversion & Cleanup

PDF-to-Excel conversions with clean formatting so you actually have usable data.

Usage & Trend Analysis

Month-over-month and year-over-year tracking to highlight fast-moving items, stagnant stock, and seasonal trends.

Forecasting & Reorder Planning

Run-out estimates, reorder point recommendations, and visibility into what’s on order.

Customized Dashboards & Visuals

Clear charts, visuals, and dashboards tailored to your operations (optional add-on).

Why Clients Trust Me to Keep Inventory on Track

Data you can actually use—not static PDFs

Reports that highlight risks before they become problems

Forecasting that helps avoid overstocking or stockouts

Experience with manufacturers, wholesalers, and compliance-driven industries

Plan Smarter. Save Money. Stay Stocked.
Inventory reporting and forecasting doesn’t have to be complicated. Let’s build a system that actually works for your business.

Knapp Financials  
Virtual Accounting for Manufacturers, 
Wholesalers & Compliance-Based Businesses

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jackie@knappfinance.com  
Mint Hill, NC (Serving Clients Nationwide)

© 2020–2025 Knapp Financials. All rights reserved.

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