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Bta

Sponsored by
Accountingsuite
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Bringingvalue accountingsuite

BRINGING VALUE TO INVENTORY CLIENTS: WHY 1 FIRM MADE THE SWITCH

Cost Free   CPE Credits 1.0 hour   Subject AreaComputer Software and Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone  Who should attend? Bookkeeper
CPA - small firm
CPA - medium firm
Other 
Course Description

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

Linkedin

Bruce Andersen

Andersen CPA Firm
CPA and Business Consultant
bruce@andersencpa.com
(818) 225-8022

Bta

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
Director of Marketing and Growth
ted@accountingsuite.com
(415) 462-5477

Accountingsuite

Ted has worked in the accounting industry for the last 18 years and has helped Accountants & Bookkeepers grow their practices through technology.

Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.

Nasba

NASBA Approved

CPAwebengage, Inc. (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAwebengage Inc. 1857. W 34th Ave, Denver, CO 80211

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.