In this session, you'll see how SOS Inventory works alongside QuickBooks Online to deliver the advanced operational workflows mid-market businesses need, including multi-location tracking, lot and serial number management, assemblies, and real-time COGS accuracy, all syncing back to QuickBooks as the financial system of record.
You'll also hear directly from FalkBuilt, a fast-growing manufacturer on how they scaled inventory operations across locations, while keeping QuickBooks Online at the center of their financials. Their story brings the "better together" value to life with real workflows and real results.
Why this matters for Your practice
Inventory is often where advisory relationships either deepen or stall. When a client's operations grow more complex, the downstream effects land on your desk, with manual workarounds, reconciliation gaps, and financial statements that don't fully reflect what's happening on the warehouse floor.
Being able to guide clients toward the right connected solution—one that strengthens their QuickBooks foundation rather than replacing it—positions you as a strategic advisor, not just a compliance resource. That's the kind of guidance that builds long-term client relationships and recurring advisory revenue.
What you'll walk away with
This is a practical session designed to give you a framework you can bring directly to your next client conversation:
- How to recognize when a growing business needs operational workflows that extend beyond core QuickBooks inventory.
- What advanced inventory looks like in practice—multi-location visibility, assemblies and bills of materials, lot and serial tracking, purchasing and fulfillment—all connected to QuickBooks Online.
- How the QuickBooks ecosystem approach keeps financials unified while adding the operational power mid-market businesses need.
- Real-world lessons from FalkBuilt on how they layered SOS Inventory on top of QuickBooks Online to scale operations without disrupting their financial foundation.
Go deeper before the webinar
If you want to start building your inventory advisory toolkit now, SOS Inventory has published two practical resources worth downloading:
- Inventory Control for QuickBooks: Building Reliable Systems Beyond Spreadsheets: A framework for designing inventory control systems that scale, including how structured workflows extend the QuickBooks foundation with operational visibility.
- Scaling SKU Complexity with QuickBooks Online and Inventory Management Software: A deeper look at maintaining COGS accuracy and margin visibility as product lines expand, with actionable steps for restoring structured cost tracking alongside QuickBooks Online.
Save your seat
Whether you're guiding clients through operational growth, evaluating how to extend their QuickBooks tech stack, or sharpening your understanding of what's possible within the QuickBooks ecosystem, this session is built for you.
