Stocktaking & Auditing Services

Licensed Trade Stocktaker and Auditor


Jonathan Marshall offers a professional, high quality, independent stocktaking and stock audit service to businesses operating in the Licensed Trade.

From a small independent pub and cafe-bar to a chain of restaurants and PubCos our licensed trade stock reporting and management information will ensure you know how your business is doing, enabling you to maximise profit and minimise stock loss.

30 years of industry expertise

As a fully qualified stocktaker Jonathan Marshall has years of experience in stock control at pubs, bars and clubs so you can be assured that his expertise will pay off in your favour.

Your licensed trade audit

As an independent stocktaker hundreds of independent audits are conducted each year and these are tailored to each businesses needs and requirements.

A typical licensed trade stocktaking and audit visit includes:

  • • Full, accurate stock count carried out and an inventory prepared
  • • Out of date or short dated stock identified
  • • Paperwork sorted and collated onto a dedicated stock control system.
  • • Bar price and invoice cost update
  • • All promotions and allowances taken into account EPOS tills can be read to pinpoint stock variances
  • • Extended itemized report finalized and printed
  • • Meeting with client or manager
  • • Written report provided if required
  • • Other routines: Cash count and safe check Meter readings

All of the auditing takes place on site so that none of your important business documents are taken off site.

Discounting and promotional activity

As experienced independent auditors in the licensed trade Jonathan Marshall is able to produce detailed reporting that also reflects your discounting and promotional activity.

Food and catering audits

Most businesses with a liquor license offer some form of catering (from bar snacks to gastro meals) and as an independent stock auditor we are able to provide stocktaking services for your catering facilities covering everything from tracking your gross profit to menu costing and kitchen control.

Find out more about catering audits»

New owner or selling up?

If you are in the process of buying or selling licensed trade premises then an independent valuation of the stock in hand is essential. Jonathan Marshall will provide new owner, previous owner or both a report and year-end valuation certificates that your accountant will normally require.

Find out more about Transfer of Ownership and valuation stocktake and audits»

Independent licensed trade audits in Sussex, Hampshire, Surrey and Kent, South East England

Independent Stocktaker, Jonathan Marshall, conducts audits and stocktaking for licensed trade premises across Kent, Surrey, Hampshire and Sussex. Based in Shoreham-by-Sea, licensed premises in West Sussex, East Sussex and along the south coast are all with in easy reach including Eastbourne, Brighton, Hove, Worthing, Littlehampton and Chichester.

Good transport links enable independent pub and club audits across the south east of England, particularly in Kent and Surrey towns at towns such as Maidstone, Rochester, Hastings, Guildford, Dorking and Woking.

Contact independent stock auditor Jonathan Marshall today

Contact Jonathan via e-mail to discuss your licensed trade stock audit needs.