When
Tuesday, July 22nd, 20259:00 AM CST - 4:00 PM CST
to
Wednesday, July 23rd, 2025
9:00 AM CST - 4:00 PM CST
Where
Service Nation Headquarters
901 W. Walnut Hill Ln.
Irving,TX 75038
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:
Hyatt Place Dallas/Las Colinas
Book Online Here
Address: 5455 Green Park Drive, Irving, TX 75038, United States of America
Phone Number for Booking: 972-550-7400
Discount Code: Service Nation
Hotel Amenities:
- Complimentary DFW airport shuttle (7 days a week)
- Local shuttle service within a 5-mile radius (7 AM - 10 PM)
- Complimentary Wi-Fi
- Beautifully appointed suites with a mini-fridge and dry bar area
- Full bar open from 12 PM- 12 AM
- Complimentary onsite fitness center
- Outdoor pool
- Business center
- 24-hour made-to-order casual dining
- Free parking for all guests
- Complimentary hot breakfast buffet
We recommend booking early to secure your reservation at the discounted rate.
For questions about this event, contact:
Service Nation, Inc.
sntraining@servicenation.com
or call 469-293-8820
Financials 101: The basics of your books
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
- General Manager
A catered lunch will be available for attendees for each day of the course.
Cancellation Policies:
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.