Thousands of companies use SOS Inventory to manage their businesses

WHY

SOS?

SOS Inventory Affiliate Training 

Benefits of SOS Certification

 

An EXCLUSIVE Certification Badge for Your Website and Social Pages

  • SOS will help you find more of your IDEAL customers by:

    • Listing you on the SOS Accountant Directory

    • Referring small business customers to you

  • Dedicated SOS Relationship Manager

  • SOS marketing tools to help you demonstrate the value of SOS

  • A FREE SOS Inventory test account that you can use to show the value of SOS

  • ​​***Listing on SOS Accountant Directory is contingent upon completion your first successful implementation. To learn more contact us at 1-888- 545-4146.

​​

SOS Certification Program

  • Pre Work

  • Certification Training

  • Certification Assessment

  • Promo Code Assigned and Discounts Offered

 

Additional Benefits Awarded

  • SOS Certification Certificate awarded

  • SOS Certification Badge for website awarded

  • Dedicated Relationship Manager assigned

  • Additional Discounts offered

  • Added to Accountant Directory

  • Referrals Provided

 

Reseller Program

  • Pre Work Required

  • Demo Required

  • Assessment

SOS Affiliates Program

ProAdvisor

Reseller

Discount

Length

Additional

Benefits

Training

Support

20% Reseller allocates how the discount is

applied.

20% ProAdvisor allocates how the discount is

applied.

Life of the relationship/account

1 Year

  • SOS Certification Certificate awarded

  • SOS Certification Badge for Website awarded

  • Dedicated Relationship Manager assigned

  • Additional Discounts offered

  • Added to ProAdvisor Directory

  • Referrals Provided

N/A

ProAdvisor assists clients with implementation and training

Life of the relationship/account

  • SOS offers ongoing support

  • Webinars offered

  • SOS offers ongoing support

  • Webinars offered

SOS Certification

Cost:                                     Free  ​ 

 

Subject Area:                      Specialized Knowledge Applications

Course Level:                      Intermediate 

 

Instructional Method:        Group Internet Based

 

Prerequisites:                      Must be a registered SOS affiliate, watch basic introductory video

 

Advanced Preparation:      None 

 

Who should attend?           CPA - Small Firm
                                              CPA- Medium Firm
                                              Other
                             
                   
Course Description

 

Attendees will be taken through a high-level overview of SOS Affiliates Program. Key takeaways will be: an overview of SOS, understanding the benefits of being SOS Certified, how to recognize a client who might be a good fit for SOS Inventory, account set up, SOS and QuickBooks integration, and an overview of all other features.

 

Learning Objectives

  • Identify the main functions and features of SOS Inventory.

  • Recognize the benefits of SOS—for you as a SOS Certified Advisor and for clients that use SOS Inventory.

 

Program Overview

 

  • Setting up new SOS account with new QuickBooks Online account

  • Setting up a new SOS with existing QuickBooks Online account

  • Bulk Edit

  • SOS Overview

  • SOS Reporting

  • Client Targets & How to identify

  • Referral Program

  • How to get credit for new clients

  • Questions & Answers

Request demo

To schedule a demo with one of our product consultants, reach out to us!