SOS Inventory Affiliate Training 

  • September 23

  • October 7

  • October 21

  • November 4

  • November 18

  • December 2

  • December 16

  • December 30

All classes are from 11:00 am - 1:00 pm Central Time

SOS Certification Course Description

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

Thousands of companies use SOS Inventory to manage their businesses

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