SOS Inventory & Order Time

Implementation specialist

QuickBooks Online

Clean accounting integration

CPA / MBA led

20+ years of experience

Ongoing advisory

KPIs, forecasting, close

A two-minute look at how we work

Inventory Implementation

Systems built around how your business actually operates, and not a generic template dropped on top of your workflows.

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  • SOS Inventory, OrderTime, Cin7, & Finale implementation
  • Workflow mapping & optimization
  • SKU structure buildout

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Accounting & Integration

The inventory system and the general ledger have to agree. We make sure they work seamlessly.

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  • QuickBooks Online integration
  • Professional bookkeeping
  • Outsourced payroll & HR platforms
  • Inventory accounting cleanup

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Financial Advisory

Once the data is trustworthy, it becomes a decision-making tool. This is where implementation pays for itself.

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  • KPI dashboard creation
  • Forecasting & budgeting
  • Financial statement analysis
  • S-Corp reasonable compensation

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Getting your software setup right is critical, but selecting the wrong platform from the start can cause months of frustration. If you are still evaluating your options, read our guide, Choosing the Right Inventory Software: 8 Questions to Ask Before You Buy, to ensure you select a system tailored to your workflows.

kevin lacey cpa/mba
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Published Industry Insights

Kevin is a contributing author to The Woodard Report, where he shares practical insights on business strategy, technology, AI, and advisory services for accounting professionals.

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Testimonials

What they’re saying

★★★★★
Mariner is a terrific company to work with! Kevin is a master at his craft and we’ve enjoyed working with him.

Alexander Mondlock

Google Review

★★★★★
Kevin is a great resource for helping us set up and maintain our SOS Inventory program. He is always available to troubleshoot issues as they arise and to help with our internal controls documentation.

Thomas Bass

Google Review

★★★★★
I have worked with Kevin for many years, and he has always provided excellent service to all of the clients we have referred to him. He is very professional, highly knowledgeable, and I know our clients are in good hands whenever I make an introduction. His high level of inventory management expertise has helped many business owners gain better control of their day-to-day operations.

Yvette Houston

Google Review

★★★★★
I used Kevin for implementation of SOS that required a large and complex integration. We had multiple sales channels and integration points. He was very patient and helped us navigate the complexity and what was required. He is very knowledgeable about SOS and QBO and could explain the impact of configuration to COGS. His communication, follow up and responsiveness were outstanding.

Mark Young

Google Review

★★★★★
Kevin has been a huge asset for our growing business! His in depth knowledge of SOS Inventory has helped us immensely. He’s extremely clear and concise when explaining work flows. He’s available when questions arise. I would highly recommend Kevin! We look forward to our continued relationship.

Teri Hess

Google Review

★★★★★
Our team chose Kevin in a new joint venturer start up several months ago. The complexity of what needed to be done between set up and systems was far beyond my scope. Kevin came highly recommended and performed outstandingly. He was an excellent communicator with the team, he led when it was appropriate for him to do so and most of all he completed the project within scope and on time.

Bill Harkreader

Google Review