The TrueMargin Assessment

Where is your store losing money?

Most independent stores are leaking profit in places the register never shows — the price book, the invoices, the shrink. TrueMargin finds the leaks and gives you the fix plan, in plain English.

  • Completely free
  • No contract and no obligation to fix anything with us
  • The written report is yours to keep either way

Start your free assessment

Fill this out, drop in your files, and we take it from there. Your report lands in your inbox after our review.

Drag files here, or tap to choose Price book export (CSV or Excel) + a few recent invoices (PDF or photos) · up to 25 MB each

    Not sure how to export your price book? Send the form without files and we’ll walk you through it — or call (971) 236-8207.

    What we check

    Four places stores bleed money.

    🏷️

    Price book errors

    Items ringing up at the wrong price — or selling below what you paid for them.

    📉

    Negative & thin margins

    Products that lose you money on every sale, hidden inside categories that look fine.

    📦

    Shrink

    Product that leaves the store without being paid for — theft, waste, or counting errors.

    🧾

    Invoice & cost gaps

    Vendor cost increases that never made it into your prices — so your margin quietly shrank.

    What you get

    A report you can read. A plan you can act on.

    See a sample findings report →

    Part 1

    The findings, in plain English

    What we found, what it’s costing you per month, and how sure we are — no spreadsheets required to understand it.

    Part 2

    The fix list, in payback order

    Every fix ranked by how fast it puts money back in the till — so the first thing you do is the thing that pays most.

    Part 3

    The walkthrough

    We sit down with you — at the store or on the phone — and go through it together. You decide what happens next: fix it yourself, or have Apex handle it.

    “If your numbers are clean, we’ll tell you that too — and you’ll have the report to prove it.”

    How it works

    About a week, start to finish.

    1

    A short visit

    We come to the store, look at how you sell, and pull the data from whatever system you already run — nothing to switch, nothing new to learn.

    2

    We dig in

    Our team goes through your price book, margins, invoices, and shrink numbers line by line.

    3

    You get the plan

    Findings, fix list, walkthrough. Yours to keep, whatever you decide to do next.

    The low-risk first step

    Find the leaks. Keep the report.
    Then decide.

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