When
Tuesday, May 7th, 20249:00 AM CST - 4:00 PM CST
to
Wednesday, May 8th, 2024
9:00 AM CST - 4:00 PM CST
Where
Service Nation Headquarters901 W. Walnut Hill Ln.
Irving,TX 75038
US
About the Instructor(s)
Trainers: Buford and Kim Martin
Buford and Kim Martin have spent over 35 years in the trades industry. Ater earning her accounting degree, Kim started working for a HVAC/Plumbing wholesale company as bookkeeper and worked her way to Controller. Buford obtained his HVAC certificate at the young age of 19 and began working in the field for the largest HVAC company in their area. He later joined the wholesale world as HVAC manager. After some soul searching, they decided to take their combined talents and open their own HVAC company. They ran the company together for 15 years with many
trials and tribulations. During those years they learned how to use financials, budgets and KPIs to run their business. In 2021 they sold their company and began their coaching journey. They have great passion to help contractors achieve their goals.
Accommodations
Discounted rates are available for attendees at Hyatt Place Las Colinas/Dallas.
In addition to a comfortable room, Hyatt offers:
-Transportation to and from Service Nation Headquarters-Complimentary Daily Continental Breakfast
Please check your registration confirmation email for the link to reserve your room.
If you still need help, please email sntraining@servicenation.com or call 469.968.5918.
For questions about this event, contact:
Service Nation, Inc.
sntraining@servicenation.com
or call 469-293-8820
This financial management workshop led by Buford and Kim Martin is a 2-day interactive class. The instructors will help you understand the basics accounting functions and the financial statements used in the business.
You will learn how the financial statements tell a story and how to use this data to manage and improve the success of your business. They will provide opportunities for group learning and one and one assistance.
- Basic bookkeeping terms and responsibilities
- Understanding common accounting language: Chart of Accounts
- What is a Balance Sheet?
- What is a Profit and Loss Statement?
- How financial statements help the company make Management decisions
- Understand the difference between cash flow and profits
- Learn how to prevent a cash shortage
- Learn how to measure results and improvements against Key
- Performance Indicators (KPI)
- Learn how your CRM systems integrates with QuickBooks
- Learn how to use financial data to correctly price your major repairs and
- replacements
- Owner/CEO/President
- Other: CFO, bookkeeper, other financial staff
- It is always useful to bring a laptop or tablet with you to a training course.
- Please have a way to access your financials for use throughout the course as well as your QuickBooks
- The trainers will provide spreadsheets and templates for use throughout the course.
- A catered lunch will be available for attendees for each day of the course.
Cancellation and No Show Policies:
Late Cancellation
Service Nation Alliance
Service Nation Alliance members may attend standard training courses at no charge. If you are unable to attend a training course, please notify us at least 7 days prior to an event. If notified less than 7 days prior to an event, a $199 late cancellation fee will apply.
Retail Contractor Coalition, Service Roundtable, Associate, and Non-Members
If you have paid to attend a training course, please notify us at least 7 days prior to an event if you are unable to attend for a 100% refund of your registration fee. If notified less than 7 days prior to an event, a $199 late cancellation fee will apply.
No Show
Service Nation Alliance
If you are registered for this event and do not attend a $299 no show fee will apply.
Retail Contractor Coalition, Service Roundtable, Associate, and Non-Members
If you are registered for this event and do not attend a $299 no show fee will apply.
To cancel attendance for any training event, call 469-293-8820 or send an email to sntraining@servicenation.com including the course title, start date, and the registrant's first and last name.
Class Cancellation Policy
On occasion, due to unforeseen circumstances, or for circumstances beyond our control, a class may have to be cancelled. We will avoid these cancellations if at all possible.
One of the causes of a cancelled class may be low enrollment. If a class does not meet the minimum enrollment (can differ by class and circumstance) by two weeks prior to the start date, Service Nation, Inc. reserves the right to cancel or reschedule the class. You can help prevent this situation by enrolling in classes early.
In the event of a cancellation, you will be notified of the cancellation, and any funds paid will be refunded.