Content Provider
Btact

Sponsored by
Accountingsuite
Self-Study CPE
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AUTOMATE TIME-TRACKING TO SIMPLIFY PAYROLL
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MANAGING INVENTORY IN QUICKBOOKS DESKTOP - PART 1
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RESULTSCRM: LEVERAGING THE CONTACT "STANDARD SEARCH"
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OFFICETOOLS: DMS METHODS
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RESULTSCRM: CREATING AND USING "ADVANCED/NAMED SEARCHES"
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OFFICETOOLS: ASK US ANYTHING
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Eliminatingthefears andersen accountingsuite

ELIMINATING THE FEARS AROUND INVENTORY CLIENTS

Cost Free   CPE Credits 1.0 hour   Subject Area Computer Software and Applications  Course Level Basic  Instructional Method Group Internet Based  Prerequisites None  Advanced Preparation None  Who should attend? Bookkeeper
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.

Linkedin

Bruce Andersen

BTA Consulting and Training
CPA and Business Consultant
brucea@btact.com
(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
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

CPAacademy.org (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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

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.