AIMSmart
Advanced Inventory Mastery for QuickBooks Enterprise
Master Inventory Like A Pro with Our AIMSmart Program
Built for Retailers, Wholesalers, Manufacturers & Distributors
Learn QuickBooks Enterprise Inventory your way: Self-paced courses, Live Q & A classes, expert 1-on-1 help.
Finally, a QuickBooks Enterprise program that speaks the language of inventory-driven businesses.
Is Your Inventory Mismanagement Holding You Back?
Are you a small to medium-sized, inventory-driven business facing significant challenges with your current software, struggling with data accuracy and inventory management? Does the thought of migrating to QuickBooks Enterprise make you feel overwhelmed?
As your business grows, outdated systems can lead to inefficiencies, data inaccuracies, and operational bottlenecks. Even current QuickBooks Enterprise users may find themselves frustrated with underutilized features and a lack of comprehensive support, hindering their ability to make informed, profitable decisions.
Our Advanced Inventory AIMSmart Coaching Program can help users transition from another software, upgrade within QuickBooks due to growth, or maximize the potential of your current QuickBooks Enterprise setup. It addresses your need for solutions that come as close as possible to an all-in-one system, ensuring accurate inventory management and effective use of QuickBooks Enterprise. Let us help you overcome challenges in data accuracy and operational efficiency, so your business can thrive.
Why Choose AIMSmart?
If your team is struggling with inventory errors, manual workarounds, underutilized features in QuickBooks Enterprise, or you're transitioning from another software platform, AIMSmart is the solution you've been looking for.
AIMSmart (Advanced Inventory Mastery) helps inventory-based companies:
➤ Avoid double-entry and spreadsheet chaos
➤ Improve accuracy and accountability across locations
➤ Master barcoding, bin tracking, POs, SOs, landed cost, and more
➤ Train your team with industry-proven workflows
➤ Maximize your ROI on QuickBooks Enterprise Platinum or Diamond
You don’t need a full ERP system — you need a smarter way to use what you already have.
Who It's For
Designed for Inventory-Driven Businesses
AIMSmart is built for:
another inventory software
Whether you're new to QuickBooks Enterprise or you're already using it but not taking advantage of the full inventory toolset, we meet you where you are.
What’s Inside AIMSmart
Gain the Systems, Skills, and Support to Run a Profitable Inventory-Driven Business
AIMSmart is a structured program designed specifically for inventory-based businesses using QuickBooks Enterprise. Whether you’re migrating from another system or need help fully leveraging Advanced Inventory tools, our expert-led videos, one on one / team training, and live Q&A sessions provide clarity, structure, and confidence in your inventory processes.
Foundations of Inventory Setup
Learn to set up inventory items, use advanced import tools, organize your item list, set up Units of Measure, and apply Categories, Classes, and Custom Fields.
Advanced Inventory Tools
Master multiple inventory sites, bin locations, barcoding, FIFO costing, and serial/lot tracking with expiration date reporting.
Purchasing & Order Management
Manage POs, receive inventory accurately, assign alternate vendors, calculate landed costs, and perform cycle counts (even from a mobile device).
Sales Order Fulfillment Workflows
Enable and navigate the Pick/Pack/Ship dashboard, and streamline workflows using manual and mobile barcode scanner methods.
Receiving Process
Follow step-by-step processes from purchase order to receiving bills and paying vendors.
Processing Orders
Follow step-by-step processes from Estimates / Sales Orders to invoicing customers.
Ongoing Support + Strategy Calls
Access live Q&A meetings, private AIMSmart user community, and live weekly clinics personalized to help implement what you learn.
Compare Plans and Features
Meet Raeann Salter, Your QuickBooks Success Partner
Hi, I'm Raeann Salter, creator of the AIM Smart Program. I'm a seasoned QuickBooks Solutions Provider and Reseller with Intuit, specializing in inventory consulting, setup, migration, implementation, and training with Intuit Software Products. With over a decade of experience in the industry, I have successfully assisted thousands of small to medium-sized, inventory-driven businesses in overcoming their QuickBooks system challenges.
I created AIMSmart to bridge the gap between accounting and operations, helping businesses actually use the powerful inventory tools they’re paying for.
As the founder of Minding My Books, I provide unbiased advice and tailored solutions that ensure the long-term success of my clients. My expertise lies in helping businesses transition from other software to QuickBooks Enterprise or upgrade within the QuickBooks ecosystem, as well as optimizing the software for existing users.
In addition to my consulting work, I share my knowledge and insights through my YouTube channel, Raeann Salter, where I provide valuable tips and tutorials with Intuit QuickBooks Software. My dedication to helping businesses thrive is evident in every aspect of my work, making me an invaluable partner for any company looking to optimize their inventory management and financial systems.
Program Tiers
Ready to master inventory in QuickBooks Enterprise? Choose your payment plan:
$2,497
Basic AIMSmart
- One User Access
- Online Video Lessons
- Access to Class Work and Resources
- Private Community Access
$3,997
Pro AIMSmart
- One User Access
- Online Video Lessons
- Access to Class Work and Resources
- Private Community Access
- 1:1 Strategy Call
- Weekly Live Strategy Clinics
- Weekly Live Q & A Sessions
$5,997
Elite AIMSmart
- Up to Five User Access
- Online Video Lessons
- Access to Class Work and Resources
- Private Community Access
- 1:1 Strategy Call
- Weekly Live Strategy Clinics
- Weekly Live Q & A Sessions
Online Video Lessons (Basic, Pro, & Elite AIMSmart Plans)
Step-by-step video training modules, guiding you through the full QuickBooks Enterprise Advanced Inventory setup and optimization process—from chart of accounts to sales order fulfillment and cycle counts. Available 24/7 so you can learn on your schedule.
Access to Course Work & Resources (Basic, Pro, & Elite AIM Smart Plans)
Get downloadable checklists, import templates, and cheat sheets to support every module. These hands-on resources make it easy to implement what you learn directly into your QuickBooks Enterprise file.
Private Community Access (Basic, Pro, & Elite AIMSmart Plans)
Join a private members-only group of business owners, accountants, bookkeepers, and inventory managers who are all navigating QuickBooks Enterprise. Get peer support, share questions and wins, and stay motivated as you progress through the course and beyond.
Private 1:1 Strategy Call (Pro & Elite AIMSmart Plans)
Work directly with Raeann to create a tailored QuickBooks Enterprise setup roadmap for your business. We’ll walk through your current setup, clarify your goals, and map out your best next steps so you can implement with confidence from day one.
Weekly Live Strategy Clinics (Pro & Elite AIMSmart Plans)
Get direct access to expert guidance through our weekly live strategy clinics. Each session highlights a key focus area within your AIMSmart journey, allowing you to dive deeper, ask questions, and receive personalized direction to keep your implementation and training on track.
Weekly Live Q&A Sessions (Pro & Elite AIMSmart Plans)
Join Raeann and fellow business owners live each week with real-time Q&A, interactive walkthroughs, and expert insights. These group Team calls are designed to help you apply what you’ve learned and troubleshoot specific inventory challenges in a supportive setting.
Your AIMSmart Success Path
1:1 QuickStart Consultation
Start with a free 30-minute discovery call to review your current QuickBooks or software setup and determine the best next steps in your journey.
Bundle and Save
Get exclusive discounts when you bundle QuickBooks Enterprise with our AIMSmart training program — the perfect combination for a smooth setup and long-term success.
Schedule Your Discovery Call
Enroll in AIMSmart
Once you've downloaded QuickBooks Enterprise Platinum or Diamond and ready to get started click the "Enroll in AIMSmart button.
Already own QuickBooks Enterprise and know you're ready to get started? Choose between Basic, Pro, or Elite Program Tier, giving you the option to customize your learning experience.
Enroll in AIMSmart
Book Your 1:1 Strategy Call (Pro & Elite AIMSmart Plans)
Before your class begins, schedule your private 30-minute onboarding call. We'll review your QuickBooks setup, identify inventory goals, and tailor your class experience.
Start with On-Demand Video Modules
Get a head start while you wait for your class to begin. Access training videos, downloadable materials and step by step instructions to take you through your QuickBooks Enterprise Setup.
24/7 access to the AIMSmart Student Dashboard
Schedule Your Live Clinic Calls (Pro & Elite AIMSmart Plans)
Join us for our live weekly strategy clinic for deeper implementation, customization, and advanced feature walkthroughs.
Each session is centered around a specific theme.
Sessions vary each week — check your dashboard for weekly themes.
Join Your Live Q&A Sessions (Pro & Elite AIMSmart Plans)
Each weekly class includes once a week live Team session. Bring your questions, get expert guidance, and connect with others on the same path.
Live coaching + replay access
Structured support throughout the class
Apply What You Learn + Get Ongoing Support
Start using your new systems inside your actual QuickBooks Enterprise file.
Need help? You’ll have continued support with weekly class and Q&A sessions (If enrolled in Pro & Elite) along with additional support or reach out to our QuickBooks Community when needed.
Apply your knowledge in real time
Reach out to our Community Support with Questions
What Businesses Are Saying
Brian S.
AuSable River Outfitters
Raeann understands the QuickBooks system better than anyone I’ve worked with. Her strategies saved us countless hours and mistakes.
Tom D.
Devon’s Mackinac Island Fudge Co.
We went from chaotic spreadsheets and constant errors to a streamlined process that works — AIMSmart was a total game changer.
FAQs
Why should I sign up for a 1:1 QuickStart Consultation?
Who is this training for?
Can I learn QuickBooks on my own?
Ready to Master Inventory in QuickBooks Enterprise?
Schedule your free 30-minute assessment or jump right into the program and start transforming how your business handles inventory.
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