SCORE/BNGSD/Xero Small Business Accounting Event

  • 15 Jul 2014
  • 9:00 AM - 4:00 PM
  • National University, 705 Palomar Airport Rd. Room 105, Carlsbad, CA 92011


Registration is closed

We have partnered with Xero and SCORE for another fabulous day event!




9:00 Registration

9:45 Cost, Pricing & Breakeven Analysis-Part 1

11:00 Break

11:15 Cost, Pricing & Breakeven Analysis-Part 2

1:00 Lunch will be provided

1:40 Management Reporting in Xero - A Deep Dive

2:40 Break

2:50 Financial Roadmap

3:35 Concluding Comments


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.


Financial Roadmap

Presented by Seth David, School of Bookkeeping

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.




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