SOS Inventory implementation
End-to-end setup: item and SKU architecture, locations, pricing tiers, workflows, users and permissions, plus hands-on team training.
Services
Systems built the right way, then kept accurate
Three connected practice areas. Most clients start with an implementation and stay for the accounting and advisory work that keeps the numbers trustworthy.
01
Inventory Implementation
Systems built around how your business actually operates — not a generic template dropped on top of your workflows.
Order Time implementation
Built for manufacturing and assembly operations — bills of materials, work orders, routing, and shop-floor visibility.
Workflow mapping & optimization
We document your purchasing, production, and fulfillment process first, then configure the system to match it.
SKU structure buildout
A naming and categorization scheme that scales, so reporting stays clean as your catalog grows.
Data migration
Move off spreadsheets or a legacy platform with clean, validated item, vendor, and on-hand data.
Purchasing, production & fulfillment
Reorder points, vendor workflows, work orders, pick-pack-ship, and shipping integrations configured and tested.
02
Accounting & Integration
The inventory system and the general ledger have to agree. We make sure they do — every month, not just at go-live.
QuickBooks Online integration
Correct account mapping for COGS, inventory asset, and adjustments so your financials reconcile to your stock.
Professional bookkeeping
Monthly close, reconciliations, and clean books maintained by a CPA-led team that understands inventory.
Outsourced payroll & HR platforms
Platform selection and implementation, with payroll flowing correctly into your financial reporting.
Inventory accounting cleanup
Resolve negative quantities, valuation drift, and adjustment history that has never tied out.
03
Financial Advisory
Once the data is trustworthy, it becomes a decision-making tool. This is where implementation pays for itself.
KPI dashboard creation
Margin by product line, inventory turns, fill rate, and cash conversion — visible without rebuilding a spreadsheet.
Forecasting & budgeting
Rolling forecasts and annual budgets tied to real demand and purchasing patterns.
Financial statement analysis
Plain-language review of what the numbers say about pricing, product mix, and working capital.
S-Corp reasonable compensation
Defensible compensation analysis and documentation for owner-operators.
Not sure which system fits your operation?
Bring your workflow, your catalog, and your current headaches. We'll tell you what we would build — and if you don't need us, we'll say that too.