Coffee and Conversations - Calling all Roofers, Business Owners, Manufactures, Supplies, Admins and Employees!
Dec. 15, 2022
10:00am-11:00am
ORCA Office
80 east 5th Street Suite 300
Edmond, Oklahoma 73034
Topics & Discussions:
Best Business Practices - Brought to you by Pitch Perfect & Christy Ritchie, CPA
• Setting up your business correctly. Entity Structure, taxation (LLC, S-Corp, C- Corp what
are the differences)
• Chart of Accounts (How are you coding your Accounting? Is it done accurately and are
you getting the best tax advantages from your entity structure?)
• Customer Relationship Manager (Acculynx, Job Progress, Job Nimbus or other)
• Sales Marketing & Development (How are you setting the expectation for onboarding)
• QuickBooks for Contractors vs. Quicken (Which is better?)
• Sub-Contractor Contracts (How to protect yourself using sub-contractor contracts. Set the
expectation prior to the job starting for scope of work and pricing)
• Deductibles (Why it’s important not to waive or bury them) Other than it’s illegal.
• Christy Ritchie, CPA will be in attendance to answer General CPA questions
Coffee & Donuts Provided!
Register by December 3rd, 2021!