SOS Inventory Affiliate Training 

  • January 13, 2021

  • January 27, 2021

  • February 10, 2021

  • February 24, 2021

  • March 10, 2021

  • March 24, 2021

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
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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