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Btact
Sponsored by
Accountingsuite
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Eliminatingthefears andersen accountingsuite

ELIMINATING THE FEARS AROUND INVENTORY CLIENTS

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 18, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaComputer Software and Applications
Course LevelBasic
Who Should AttendBookkeeper
CPA - small firm
CPA - medium firm
CPA - large firm
Other
Course Description

Companies with inventory needs and complex RMA structures have long been considered “trouble” clients for accounting firms. Advancements in APIs and feature sets of software have simplified the process of managing inventory-based clients. Join Bruce Andersen CPA of BTACT and Ted McRae of AccountingSuite™ on this exploratory webinar, where we will cover all the ins and outs of: Items, Receipts, Inventory Adjustments, Units of Measure, Assembly/Bill of Materials and RMAs. We will show you how to take the fear out of engaging with inventory based clients, and how you can solve some of your clients biggest inventory headaches for a fraction of the cost.

Learning Objectives

  • The top concerns of Inventory clients.

  • The key issues of a non-Integrated Inventory Management Solutions.

  • How one CPA utilizes AccountingSuite™ in his practice to solve inventory problems.

  • How to track your inventory levels, orders, sales and deliveries from anywhere, at anytime avoiding product outages and lost sales.

  • How to grow your practice with inventory-based clients.

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Bruce Andersen

BTA Consulting and Training
CPA and Business Consultant
[email protected]
(818) 225-8022

Btact

Starting his CPA career in Bakersfield with a National Firm which, at that time was tenth largest in the USA, Bruce did special tax research projects including obtaining investment tax credits for a central valley based bank. Receiving his Masters in Taxation from Golden Gate University, he then opened his own practice in 1987 in Woodland Hills, California. Bruce became a Certified Tax Resolution Specialist in 2008 because he felt he needed to know more about the inter-workings of the tax agencies and how to deal with them. This area of his practice has been an evolutionary development and logical extension from the corporate positions in plastics manufacturing, equipment leasing, computer distribution and metal manufacturing with complex inventory needs.

Linkedin

Ted McRae (AccountingSuite)

AccountingSuite
Director of Marketing and Growth, Certified Prompt Engineer
[email protected]
(415) 462-5477 x303

Accountingsuite

Ted has worked in the accounting industry for the last 18 years and has helped accountants and bookkeepers grow their practices through technology.

About Our Sponsor

Accountingsuite
SOFTWARE FOR STARTUPS, ENTREPRENEURS AND GROWING COMPANIES Our mission is to provide easy-to-use, no-nonsense, scalable business software for startups, entrepreneurs, and growing companies to manage their finances and day-to-day operations. Our vision for AccountingSuite is to give you, your employees and business partners easy, secure access to company information from anywhere on the planet -empowering everyone at your company with the information that often makes the difference between gaining new customers and losing them to the competition. AccountingSuite is built on the 1C:Enterprise platform that is used daily by several million users in the business and government sector. 1C:Enterprise is a very flexible and scalable platform that meets the needs of companies ranging in size from a single user to thousands of users. By utilizing the 1C cloud based platform, AccountingSuite can easily scale with you as your business grows.