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.
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.