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
Jul 20, Aug 31, Sep 14, Sep 28, Oct 12, Oct 26 (please register no later than 24 hours prior)
Hours
all classes are from 11:00am - 1:00pm CT (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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