When
Wednesday, September 24th, 20259:00 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
Cash Forecasting Mastery: Securing Your Business Future
Discover why understanding your cash position is just as crucial as evaluating profitability. With 80% of businesses failing due to insufficient cash, not lack of profits, it is vital to prioritize cash forecasting in your financial strategy. This session will illuminate how precise cash forecasting can help you prevent cash crunches, determine the funds necessary to sustain operations, and strategically plan for future investments. Gain invaluable insights on managing your cash flow effectively and leave with a practical cash forecasting spreadsheet tailored for your business needs
Month-End Mastery: Streamlining Your Close for Success
Learn best accounting practices for an efficient and accurate month-end close, ensuring your financial books are both timely and precise. By mastering these techniques, you will ensure that analyses are based on reliable data, empowering informed decision-making. Participants will leave with a comprehensive month-end checklist designed to be easily assigned to all team members involved in the closing process.
Cash Forecasting Mastery: Securing Your Business Future
- Understand why cash flow management is just as critical as profitability.
- Learn how 80% of business failures stem from cash shortages, not lack of profits.
- Master cash forecasting techniques to anticipate and prevent cash crunches.
- Identify the funds necessary to sustain operations and support business growth.
- Gain hands-on experience with a custom cash forecasting spreadsheet tailored to your business needs.
Month-End Mastery: Streamlining Your Close for Success
- The essential steps for an accurate and efficient month-end close
- How to ensure financial data integrity for better decision-making
- Best practices for assigning and managing closing tasks across teams
- How to implement a structured closing process to improve accuracy and speed
- Walk away with a comprehensive month-end checklist to streamline your workflow
- Owner/CEO/President
- General Manager
- Financial Staff
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.