Accounting & Office Management

Accounting and Office Management

About This Training

BDR’s Accounting & Office Management educates owners and bookkeepers in accounting and office management fundamentals. This training helps bridge the gap between ownership and the accounting team so they can become one cohesive unit.

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 for accurate financial reporting. They will also discover how selling high-efficiency equipment and accessories can impact the bottom line while learning proper management of an administrative department.

Learn practical financial knowledge specific to the HVAC industry that ties directly to your business success.

Registration Is Open

Date: July 17, 2024 – July 18, 2024

Time: 7:30 a.m. - 2:30 p.m. PT

Location: Virtual

Cost: $795

Who Should Attend This Training

  • Bookkeepers
  • Owners

Things You Will Learn

1. Best practices for managing accounts receivable, accounts payable, and inventory.

2. Processes for finalizing month end.

3. How to use financial reporting to leverage your assets and price for profit.

4. Evaluating the correct ratio of the administrative team to revenue producers.

Meet Your Trainer

Kim Archer.

Kim Archer


Kim Archer is President of BDR along with being the lead trainer for BDR’s financial courses, Accounting & Office Management and QuickBooks for the HVAC Contractor. She is also the architect of BDR’s Profit Launch business planning workshops. With over three decades of industry experience and as a founding member of BDR, Kim has built templates used to produce hundreds of monthly financial statements for contractors across the country.

What People Are Saying About Accounting & Office Management

"This class offered great insights into HVAC operation, which posed some questions for us to address as a company and department. Education points were concise and easy to understand, and it seems like everyone walked away with some valuable lessons."
- Rob Johnson

"I have a much better understanding of what financials mean. I was just printing reports and was unclear about what they actually meant. After completing this class, I feel so empowered!"
- Maureen Hunt