Lisa McCarthy and Vicki LaPlant
Breakout Date & Time Wednesday, October 16, 3:00 PM
Know Your Break-Even so You Don’t Break the Bank
In this session, we will define Break Even in a fun interactive way that will be memorable, teach the components of this essential accounting concept, and illustrate practical methods to improve break-even. Finally, we will prove that numbers do not have to be a mystery or boring.
About Lisa McCarthy
Lisa McCarthy is Chief Operating Officer at OUT OF THE BOX TECHNOLOGY and a Cofounder of Recur360. She consults with thousands of accountants and business owners nationwide, developing solutions related to various Intuit products and services. She has been featured on Google and Intuit’s website for her participation in numerous podcasts, client case studies, and interviews, and she is continuously quoted in accounting journals and publications, including a cover story for Accounting Technology magazine. Lisa is a frequent guest speaker at national franchise, business, and accountant events. Lisa is Advanced Certified in QuickBooks Enterprise, QuickBooks Online, and QuickBooks Point of Sale. She is also a current member of Intuit’s QuickBooks Enterprise Advanced Product Council. Lisa is credited with authoring Intuit’s courses for the Certification of Professional Advisors, contributing articles to Intuit’s Professional Advisor Newsletter, writing a chapter of Intuit’s manual, “QuickBooks Resource Guide for Professional Advisors,” and the development of the Intuit endorsed “QuickBooks for Accountants” seminar. She is a member of the Intuit Accounting Professionals Trainer & Writer Network and was named Participant in the Accountant and Advisor Customer Council for Intuit Inc. Lisa attended Western Michigan University where she graduated Summa Cum Laude with a Bachelor of Business Administration in Finance. Additionally, she earned a degree in Mathematics from the University of Michigan, along with a Certification in Secondary Education. Formerly, Lisa was a founding member of Technology In A Box, a national consulting firm, and Accounting Resource, LLC of Michigan. Prior to that she worked as a Financial Analyst for EDS and Pepsi-Cola.
About Vicki LaPlant
Vicki La Plant has 40 years of HVAC industry experience working with all sizes of contractors and learning the best practices, systems and ideas from the very best. After graduating from Dallas Baptist College, Vicki taught high school English for 4 years. Then she joined Lennox Industries where she worked for over 15 years, serving as Vice-President of Dealer Development and Marketing. Vicki became a member of the HVAC Hall of Fame sponsored by Contracting Business in 2017. She received the Tom McCart Consultant of the year award in 2013. And is a recipient of the distinguished Servant Leader award from Service Roundtable. After 20 years of owning a consulting and training company specifically focused on the contracting industry, Vicki joined Service Roundtable in 2016 as a business coach and trainer. The ideas and tools from her training seminars are practical and easily applied in the real world of contracting.