Content Provider
Fishbowl

Free cpe webinars
Balance Sheet Clarity With Inventory Management, AI, and QuickBooks

BALANCE SHEET CLARITY WITH INVENTORY MANAGEMENT, AI, AND QUICKBOOKS

Available Date(s)
Thursday, December 12, 2024: 3:00PM EST

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Does your practice want to expand to include inventory and manufacturing clients, but the detail these clients require seems overwhelming? Join this webinar to learn how inventory management solutions, seamlessly integrated with QuickBooks and Xero, can significantly improve clients’ workflows and data accuracy. This session will explore how well-organized inventory processes, paired with the power of AI, can lead to more accurate and informative balance sheets. Our presenter will provide practical insights to help tax and accounting professionals feel comfortable expanding service offerings to inventory and manufacturing clients who use QuickBooks or Xero, while delivering exceptional value.

Learning Objectives:


  • Identify how to help clients gain accurate visibility into their inventory and improve operational efficiency

  • Evaluate how to provide clients with greater balance sheet clarity

  • Recognize how to help clients improve their bottom line through better cash management decisions, maximizing cash flow

Linkedin

Kendrick Hair

Fishbowl Inventory
Chief Evangelist
[email protected]
(385) 265-5655

Fishbowl

In his current role as Chief Evangelist, Kendrick Hair focuses on working directly with customers and technology partners to continually develop better products and features at Fishbowl. Since joining the company in 2007, Kendrick has worked extensively across various departments including Product, Engineering, Sales, and Support. Over the years, he has been instrumental in driving growth and success for many companies that rely on Fishbowl for their business operations.

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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About Our Presenter

Fishbowl
Since 2001, Fishbowl has been at the forefront of digital innovation in SaaS manufacturing and warehouse management. The company provides advanced desktop and cloud-based solutions designed for small businesses and enterprises alike. Its Warehouse Management System (WMS) automates procurement, streamlines order fulfillment, and optimizes inventory tracking across multiple sites. With features like advanced analytics and seamless vendor and customer management, Fishbowl transforms how businesses handle their logistics to become more profitable and efficient.

To streamline inventory, warehousing, and manufacturing management with a single, user-friendly solution, visit Fishbowlinventory.com.