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