WHY
SOS?
SOS Inventory Affiliate Training
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April 8th
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April 22nd
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May 6th
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May 20th
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
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Identify the main functions and features of SOS Inventory.
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Recognize the benefits of SOS—for you as a SOS Certified Advisor and for clients that use SOS Inventory.
Program Overview
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Setting up new SOS account with new QuickBooks Online account
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Setting up a new SOS with existing QuickBooks Online account
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Bulk Edit
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SOS Overview
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SOS Reporting
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Client Targets & How to identify
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Referral Program
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How to get credit for new clients
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Questions & Answers