accountant affiliate training

Affiliate Training

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.

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SOS certification course description

Available Dates
12/18/2024, 1/15/2025, 1/29/2025, 2/12/2025, 2/26/2025, 3/12/2025, and 3/26/2025
Hours
all classes are from 11:00am - 1:00pm Central Time (USA)
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, see registration email for more
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
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