Profit Accounting Academy
“Give us a few days and we’ll give you a profit-focused Super Controller, CFO, or Office Manager”
July 23-25th in Orlando, Florida - Course PA1 – July 23rd
This course is all about Metrics and Benchmarks. Your profit-focused attendee will learn how to create the types of metrics needed to monitor expenses, analyze gross profit, and provide internal control over key risk areas. Included are lessons in Excel to get you up to speed with the technology you need. You’ll learn how to get the operational managers enthused about gross and net profit by writing the kind of reports they will love! Please bring a laptop with Excel 2003-2010 (2007 preferred) if you want to participate in the hands on portion or the seminar.
Course PA2 – July 24th
This course is about running a profit-focused accounting office. Topics include staffing guidelines, training, and assigning tasks based on skill levels of your accounting office. Discussions will center on time management and creating technology shortcuts to help the profit-focused attendee operate the best accounting office! Please bring a list of your office staff and their job duties if you want to participate during the hands on portion of this seminar.
Session PA2 – July 25th
Cash is King for a profit-focused accounting office. This course will discuss how to manage cash better and create tools to find that hidden cash quicker and easier. In addition to performing a cash flow analysis, the profit-focused attendee will learn how cash becomes frozen in accounts and how to encourage the other managers to help squeeze that cash out of assets. Please bring 2 financial statements from different periods if you want to participate on the hands on portion of the course.
Your instructors; Sandi Jerome and Nadine Epstein
Seating is Limited - $1295 - Early bird fee of $995
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I came up with the idea of this book after reading this news report; “The former controller of an auto dealership is headed to jail after embezzling $10 million. She was convicted of systematically transferring money from the dealership’s online account to her own for seven years…she covered up the thefts with a series of fake transactions as well as listing phantom cars in inventory so they could be recorded as assets.” You might not like online transfers, EFTs, and electronic payments but they are not going away. It is easy to blame the fraud on new technology, but theft was common in the accounting office even when we had the two signer method of controlling payments. Super Reporting is only $295 This guide discusses your top 10 risk areas for theft and how to use financial, operational, and outside reports to determine what accounts need to be investigated - whether you're trying to monitor a group of dealerships - or even your own small accounting staff. It includes my "Risk Rules" and lots of reports to run to help you find suspicious entries. View Contents
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Now here! Super Controller 3 Guide - Time and Tasks
Do you need more time in your day? Are you doing your office tasks the easiest way possilbe? This guide is over 120 pages and inlcudes over 300 tasks that Super Controllers should be doing Daily, Weekly, Monthly, Yearly, or during the Close and who should do the task by skill level. It also includes 3 free months to TasksMaster, a new module for DealerStar that helps you organize your tasks and assign to the right person plus the forms and spreadsheets that you need. To see Table of Contents, click on Products to the left, Super Controller 3.
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Looking for the Premium downloads? Visit Gold Access to our past Newsletter database to view articles list and Premium spreadsheet download. Login with guest and password of guest to see the list. Click on Gold Access in the Other Products to the left to subscribe.
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About the Super Controller Group
Started in 1995 by Sandi Jerome, the Super Controller Group is a collection of dealership accountants, professional trainers, CRM/BDC consultants, system administrators, and former office managers/controllers. With hundreds of combined years of experience, this group of talented "Super Consultants" can help you get your accounting office into this century by combining computer skills and best practices for streamlined accounting processes - or help you get better utlilization from your DMS system; ADP or R+R. The focus of the Super Consulting and Controller Group is to maximized profits for your dealership - and the heart of this is to create the reports that your departmental managers need to make profit generating decisions. Yes, the Super Consulting Group makes sure that your controller is doing all the required functions but we teach your controllers how to do them quicker and better so they have more time to become a Super Controller that participates in profit generating ideas. We teach your controller about the parts, service, and sales departments and pull this person out of the role of a "bean counter" into a full member of your management team. We are office manager and controller consultants and advocates but realize that nothing happens with a well-informed and supported sales and service staff. Our job is to bring everyone together and give them the tools they need to increase profits.
Today, Sandi Jerome is busy bringing the newest (and best) DMS system to market, DealerStar. Sandi Jerome has over 30 years experience in the car business and was the perfect designer for a new DMS. She started in the parts department and then went into the accounting office. She was one of the first group of female F&I managers and eventually became a CPA, office manager and controller of a large mega store. She has managed a dealership group as CFO and been a fixed operations manager and assistant General Manager. She was the first editor of Digital Dealer magazine and a recognized industry expert on dealership technology. She consults on about eleven DMS systems including R+R and UCS and is a certified ADP consultant. She speaks most years at NADA on technology and her seminars are usually ranked in the top 10%.
She has done the "Americanization" project for three DMS system from other countries, the most recent one was Quorum from Canada which was then selected as a GM IDMS provider. She has done product consulting for five DMS companies over the past 10 years and DMS sales training for three major DMS companies. Nobody knows how DMS systems should work better than Sandi - both as a user and designer. This project has been her dream.
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