Accounting & Office Management (Raleigh)

Raleigh, NC
May. 12, 2020 - May. 13, 2020

Improve Your Financial Understanding and Bridge the Gap

Between Management and Your Accounting Team


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Accounting and Office Management is designed to educate owners and bookkeepers on the fundamentals of accounting and office management.

This course will review the proper methods and procedures of accounting, including general ledger maintenance and financial reporting. Attendees will work through specific exercises that apply the processes and procedures needed for accurate financial reporting and will learn to properly manage an administrative department.

Gain a clear understanding of how to:

  • Create financial reports
  • Understand the processes that support it
  • Identify areas of opportunity thereby increasing the dealers' ability to attain double-digit net profit
  • Lay a strong foundation for future growth

Workshop Information

Date: May 12-13, 2020 
City: Raleigh, NC


For easy online registration, please visit our EventBrite page here: Register Online

If you need additional assistance with your registration, please fill out the Registration Form and return it to Angie Swartz at

"Finally feel like I can undersand the balance sheet and what it is telling me. The trainer brings it into focus. It is definitely the most I've ever gotten out of a class. I feel like I have a much better understanding of the entire picture. To be honest, I really had no clue what the balance sheet was telling me or how missing the benchmarks in the P&L were affecting me. But I have a much clearer picture now."

Charles Grimes, Charcool Heating & Cooling


Meet Your Trainer - Kim Archer



Kim Archer is the lead trainer for BDR’s financial courses, Accounting & Office Management and QuickBooks for the HVAC Contractors. She also serves as BDR’s Vice President for Dealer Coaching and is the architect of BDR’s Profit Launch business planning workshops.


Who Should Attend

  • Owners 
  • Bookkeepers


What's Included

  • Continental Breakfast
  • Buffet Lunch
  • Break Snacks
  • Class Book & Downloadable Materials



You will be receiving a welcome packet that will include travel planning suggestions. We recommend that flight arrangements be made 21-28 days before travel. Your return flight should be scheduled after 5:00 PM on the last day of class.
Hotel recommendations will be sent in your class welcome packet.

‚Äč"This course has really opened my eyes to things our company could improve on. I wasn't expecting to gain so much knowldge in 2 days, but I'm so happy I have. The materials are great. They will help a lot in my office. Good details."

Laura Morgan, Anderson Plumbing, Heating & Electric