When

Tuesday, September 23rd, 2025
9:00 AM CST - 4:00 PM CST 

 

Where
ONLINE


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.

 

For questions about this event, contact:


Service Nation, Inc. 
sntraining@servicenation.com
or call 469-293-8820

Finacials 105 KPI's & Ratios

Strong financial management starts with knowing your numbers. Financials 105 will give you a deep understanding of Key Performance Indicators (KPIs), essential financial ratios, and how to analyze your Profit & Loss Statement (P&L) and Balance Sheet effectively. This session will equip you with the tools to measure performance, identify financial trends, and make informed decisions to drive business success.

Key Takeaways:
  • The most important KPIs for tracking business success
  • How to calculate and apply financial ratios for better decision-making
  • How to read and analyze a Profit & Loss Statement
  • The role of the Balance Sheet in financial health assessment
  • How these financial tools connect to overall business performance
Who should attend this course?
While anyone who is interested may attend this course, the target audience is: 
  • Owner/CEO/President
  • General Manager

Cancellation Policies: 

Late Cancellation 

Service Nation Alliance and Premier Workshops/Tours 

Service Nation Alliance members may attend standard Alliance training courses at no charge. Premier classes, however, have a cover fee for all participants, including members and non-members. If you are unable to attend a training course, please notify us at least 7 days prior to the event. If notified less than 7 days prior to the event, you will be charged a late cancellation fee equal to the total cost of the class. 

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 the event, you will be charged a late cancellation fee equal to the total cost of the class.

No Show 

Service Nation Alliance 

If you are registered for this event and do not attend, you will be charged a no-show fee equal to the total cost of the class.

Retail Contractor Coalition, Service Roundtable, Associate, and Non-Members 

If you are registered for this event and do not attend, you will be charged a no-show fee equal to the total cost of the class.

To Cancel Attendance 

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. 

Online Course Registration Policy 

Registration fees for online courses are non-refundable. 

Class Cancellation Policy 

On occasion, due to unforeseen circumstances or circumstances beyond our control, a class may have to be canceled. We will avoid these cancellations if at all possible. 

One of the causes of a canceled class may be low enrollment. If a class does not meet the minimum enrollment (which 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, and any funds paid will be refunded. 

Notice of Photographic and Media Recording 

Service Nation, Inc., may take photos and videos during this event. Please let us know if you do not consent.