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.
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.
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.
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