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Free cpe webinars
Inventory Businesses With Intuit: High Effort, High Reward


Cost Free
Presentation Length 1.0 hour

Recorded DateJune 28, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaAccounting
Course LevelBasic
Course Description

In this webinar Sharrin Fuller, CEO of Glass Wallet Ventures and Managing Member of several full-service accounting firms, will identify the hardships that most accounting firms face when working with their inventory clients and why firms tend to pass on these client engagements. She will provide a solution to working with your inventory clients and a step-by-step process to create efficiencies and automation, allowing you to scale these services across other possible inventory clients. These clients can be highly valuable and are typically long-term if they are set up correctly from the beginning. Stop turning away revenue when we have a simple solution!

Learning Objectives:

  • Plan a step-by-step process to create efficiencies and automation

  • Identify the hardships that most accounting firms face when working with their inventory clients

  • Recognize why firms tend to pass on inventory client engagements

Not logged

Experienced entrepreneurial executive and public speaker, Sharrin Fuller is the CEO of a Fractional Controller/CFO advisory firm with experience simultaneously managing multiple companies and consulting with business leaders, shareholders, and investors.

Sharrin's specializations include managing pre-and post-financed VC companies from the bootstrap stages to financing through revenue-positive positions while assisting in full-scale company formation, budgeting, 409A, hiring, vendor/customer relations, and development of operational policies and procedures. 

She is highly skilled in financial management and back-office operations for multi-million-dollar companies. Sharrin has also acted as a consultant for financial and accounting services to small businesses, startup companies, and private individuals.

About Our Sponsor

DEAR Systems is a software development company established by an international group of accountants and software developers. After compiling a comprehensive list of the needs and wishes of business owners and executives across the spectrum of businesses, we applied our years of experience in creating a comprehensive, understandable, affordable, cloud-based inventory system that integrates with industry-standard accounting systems.

DEAR Inventory, our first product offering, is a comprehensive inventory control application positioned as a complete back-end management system with product planning, cost and development, manufacturing, sales, shipping, and payment features. 

The application was designed to help small to medium businesses become more efficient at the day to day operations by providing them with a platform to simplify the management of products in inventory, control supplier inventory levels, manage quotes, purchase and sales orders, issue, and process invoices, manage work orders to manufacture finished goods from raw materials and create sophisticated inventory reports.

The broad categories of DEAR users include retail or wholesale companies, small personal businesses, franchise chains, manufacturing companies, and eCommerce operators.

When DEAR is combined with an accounting application, it allows all financial and business information to be readily available, with profit and loss statement and balance sheets immediately reflecting any sale made online or in the retail store, as well as any purchase made to cover manufacturing or work order. 

Having this information at the fingertips in real-time allows a business owner to make intelligent decisions and to never be caught out with either too much stock or lose customers by not being able to fulfill an order, while also understanding which products are generating the most sales and which suppliers allow them to have the best margin.