08/09/2026

From Periodic to Perpetual Making Sense of Inventory Talk

Inventory conversations sit right at the intersection of systems, stock and profitability - which makes them one of the most valuable advisory opportunities available.

This session from our free Xero webinar series covers how to diagnose what's really going on and when to recommend a step up:

  • Periodic vs perpetual systems and when each fits

  • Why inventory matters to advisors, including its effect on working capital and cost of sales

  • Discovery questions that diagnose whether the issue is process, data or system setup

  • How to spot early signs of system strain

  • A framework for turning inventory conversations into billable strategy

Slide pack available free here and inventory cheatsheet also available here.

Next

Mastering Payables The First Step in App Advisory