No retailer really wants to pay for bookkeeping or accounting. But it's necessary for two reasons: (1) to accurately satisfy the I.R.S.; (2) to accurately show where the business has been and where it is now.

This second reason is essential for what REALLY matters: doing better in the future!

The ROI has developed The Screening Test for Retail Bookkeepers. As an ROI Member you may download a free copy of that test to use as you interview prospective bookkeepers.

Now. Learn Basic Retail Finance. At your own pace. 24/7.

Profits & Debt Management - Financial Statements - P&L's - Balance Sheets - Inventory Management (@Cost or @Retail) - Turnover - Buying Plan Budgets - GMROI - Cash Flow - pro formas - Ratio Analysis -
Integrated Retail Financial Plans

The ROI's Online Seminar on Retail Finance Basics is an interactive, self-paced course.  By retailers, for retailers. "All it takes is a little desire."

• Learn how the income statement and balance sheet must work together.
• Learn how to do inventory buying plans (Open-to-Buys) at either cost or retail.
• Learn how to do a retail cash flow, one that reflects your buying plan.

Includes interactive content, self-quizzes, printable worksheets, extra how-to articles by retail experts, and a special case study featuring Helen and Irving Surviving of The I. M. Surviving(?!) Company.

Take a Feature Tour

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