Less But Better: 5 Restaurant & Bar KPIs that Matter with Kristen Nies Ciraldo

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[1.0 CPE Credit]

About this webinar

The Food and Beverage Industry has a reputation: the ‘problem children’ of the financial services world. But what if I told you that the things you could do to serve these clients better are the very things that can make working with them a lot clearer, easier, and frankly more rewarding for your practice?

In Less, but Better we will dig into five key metrics for the food and beverage industry –including an overview of what they indicate, and why they matter. But, we will also explore these KPIs from a bookkeeping process and advisory perspective. The takeaway is not just a better understanding of what matters most to restaurants and bars – it’s also actionable guidance on how to prioritize these items in a way that also simplifies your workflows and amplifies your value to food and beverage clients.

 

Course Objectives:

-Understand what makes restaurant accounting unique

-Understand fundamental KPI definitions and calculations

-Pinpoint the core variables needed and how to collaborate with clients to get them

-Learn to use the Chart of Accounts, data entry fields and general information architecture to streamline KPI tracking

-Learn to discuss KPI-related goals with clients and interpret and communicate results to clients

-Be able to demonstrate the added value of KPI-centered bookeeping and reporting to clients

 

About your instructor

Kristen Nies Ciraldo is a food + finance solutionist, and founder of girlFRIDAYs office — a bookkeeping, systems, tech, and back office advisory house devoted to the independent food and beverage industry. For over 20 years, Kristen has designed “yummy order” for everyone from corner bar owners to fine dining celebrity chefs.

For the next 20, the girlFRIDAYs mission is to impact even more of these risk-taking vanguards by collaborating with other financial and tech professionals on F&B services and solutions – all to better understand and support these special people who make life delicious.

 

IMPORTANT INFORMATION ABOUT CPE:

Participants will earn 1.0 CPE credit.

Field of Study: Accounting-Technical

Prerequisites: None

Advanced Preparation: None

Program Level: Beginner

Delivery Method: Group Live Webinar

Refunds and Cancellations: Requests for refunds must be received five days prior to the webinar and are subject to a $25 cancellation fee. No refunds will be granted less than five days prior to the webinar. For more information regarding refund, complaint and/or program cancellation policies, please email amanda@elefanttraining.com.

NASBA LogoElefant, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.