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Unlocking advisory opportunities with ADP and Clover POS
November 24, 2025 @ 1:00 pm – 2:00 pm EST
CPE Credit: 1 hour for CPAs
Point-of-sale (POS) systems are no longer just about processing payments. They’re central to how small businesses manage operations, sales tax, employee tracking, and financial reporting. For accountants, advising on POS technology and compliance considerations opens the door to new revenue opportunities.
In this session, Dawn Brolin, CEO of Powerful Accounting, Inc. and Darren Root, co-founder of Better Everyday, will explore real-world use cases and share their perspective on why POS matters to firms today, how accountants can evaluate their clients’ POS needs, and what to look for in a modern solution.
Upon successful completion of this course, you should be able to:
- Identify the role of POS systems in small business financial management, including impacts on sales tax, reporting, and compliance.
- Evaluate client scenarios to determine when to recommend POS updates or new solutions.
- Assess the key features accountants should consider when advising clients on POS solutions.
- Understand the financial incentive and estimate the potential firm revenue impact of recommending POS.
- Recognize how POS integration with payroll and accounting systems supports broader advisory services.
Level:
Basic
Instructional Method:
Group Internet-Based
NASBA Field of Study:
Business Management & Organization
Program Prerequisites:
None
Advance Preparation:
None
Note: CPE credits are only available for live attendance (on-demand viewing is not eligible).
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NASBA Approved. Sponsor # 103021.
