SOS Inventory Affiliate Training
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
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.
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.
Setting up new SOS account with new QuickBooks Online account
Setting up a new SOS with existing QuickBooks Online account
Client Targets & How to identify
How to get credit for new clients
Questions & Answers