Accounting webinars

Bringing Value to Inventory Clients: Why One Firm Made the Switch

Prerecorded Webinar

Not eligible for CPE Credits!

Duration: 1 Hour
Cost: Free

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Field of Study

Computer & Application

Topics Covered

  • Growth
  • Cloud
  • AccountingSuite™

Course Outline

Any client that produces or sells product will tell you that one of the most difficult aspects of growing a profitable business is maintaining clear and concise access to their most vital data, inventory! To stay on top of demand and ensure the best customer experience, businesses have to manage the ordering, sales, and tracking of their product with precision. Andersen CPA recently decided to make the switch for three of their clients to AccountingSuite™. The client needs did not fit those of their previous solutions like QuickBooks, Xero, and ACCPAC any longer, and the firm needed a robust inventory management solution to offer their clients. Join Ted McRae of AccountingSuite™, and Bruce Andersen, CPA and Founder of BTACT to explore some of the key components to inventory solutions any product business needs to have integrated with their accounting software: mobile access, cloud backup, real-time reporting, lot/serial number tracking, return (RMA) management, item receipt/shipping management and much more.

Learning Objectives

  • Differentiate the Needs of Product-Based Businesses
  • Identify the Key Components Required of Inventory Management Software
  • Understand the Limitations of “add-on” Inventory Platforms
  • Explore the Power of AccountingSuite™
  • Create Value Added Services with True Inventory Solutions

Who should attend?

Bookkeepers, CPA-small firms, CPA-medium firms, other.