Accounting & Office Management (Texas)

Dallas Fort Worth, TX
Apr. 3, 2018 - Apr. 4, 2018

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.

Join us to learn and gain a clear understanding of how financial reporting is created, the processes that support it, and how to identify areas of opportunity thereby increasing the dealers' ability to attain double digit net profit and lay a strong foundation for future growth.


Workshop Information

Date: April 3-4,  2018 
City: Dallas Fort Worth, TX

"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 at BDR’s Vice President for Dealer Coaching and is the architect of BDR’s Profit Launch business planning workshops

In 1990, Kim began working for a small heating contractor with revenues of less than $500,000. Working as the Office Manager, Kim played an active role in growing the business to $1.8 million in annual revenues.

Kim joined BDR in 1997 as a dealer consultant. She has gone on to the driving force of BDR’s Profit Coach program. She also developed the first version of the Opportunity Manager in-home selling software for BDR. Dealers across the nation are currently using The Opportunity Manager in-home selling software to create professional sales presentations and manage their sales forces.


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

To sign up or for more information, contact Angie Swartz


Phone: 206-870-1880