We have partnered with SCORE San Diego and Xero to bring you a full day of information to help small businesses and those who service them in the accounting area. CPE credits will be available for some of the presentations.
$ 30.00 for BNGSD paid members (Annual membership is $125.00)
$60.00 for non-BNGSD members
Checks may be mailed before July 10 to:
4895 Muir Ave.
San Diego CA 92107
Cost, Pricing Breakeven Analysis
Presented by John Batt & Frank Caperino of SCORE
This workshop will cover pricing and costing basics including:
- What annual sales level is needed to cover costs and break even
- How to set sales goals to meet targeted income
- Pitfalls to avoid when setting prices
Attendees will receive Excel templates to help in calculating product and labor costs as well as the business break event point.
Management Reporting in Xero - A Deep Dive
CPE will be offered for this presentation
Presented by Ian Vacin, Xero and Kathryn Silva of BNGSD
Xero is an online, 100% cloud-based, accounting ecosystem for small businesses. The system features a Management Report pack which can be a powerful tool for making and advising business decisions. This deep dive will cover information sources for each report in the package including those cool calculations like "ROI Ratio" and Position reporting. Your takeaway will be a nifty Report Glossary handout that tells you all the technical details you need to know to understand how the reports can work for you.
Presented by Seth David, schoolofbookkeeping.com
Schoolofbookkeeping.com is an online financial learning company that helps bookkeepers, accountants, financial professions and business owners learn bookkeeping, accounting, financial modeling, forecasting, business planning, reporting and business skills to achieve their professional goals, exceed clients' expectations and delight their employers.
As you can see, this day will include tons of value! Be sure to register early to be included in the count for lunch.
9:00 Registration & Networking
9:30 Opening Comments
9:45 Cost, Pricing & Breakeven Analysis, Part 1
11:15 Cost, Pricing & Breakeven Analysis, Part 2
1:45 Management Reporting in Xero - a Deep Dive
2:50 Financial Roadmap
3:35 Raffles & Concluding Comments