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