When

Thursday, May 8th, 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.

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 469-293-8820

For questions about this event, contact:

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

Financials 102: Pricing Service,
Change Out, and COGS
The instructors will build upon Financials 101. You will dig deeper into the financial statements and learn out to measure against Key Performance Indicators. You will learn how to use the data to manage and improve the success of your business to help create the proper pricing for your company. They will provide opportunities for group learning and one and one assistance. You will leave with personalized information that you can immediately implement into your business.

Topics we are going to cover:

How to study profitability with departmentalized financial statements
Practice with a case study company to identify where to make improvements
Understanding cash vs accrual accounting
Understanding a Purchase Order process
How to properly book Service Maintenance Agreements
How to handle Warranty on your books
Close out the books monthly with accurate and timely data
Use effective pricing strategies. Pricing as a science and an art
How to effective use financing
What is break even and how to use B/E to increase profits
Enhanced Key Performance Indicators

Who should attend this course?

While anyone who is interested may attend this course, the target audience is:

Owner/CEO/President
General Manager

What you need to bring:

It is always useful to bring a laptop or tablet with you to a training course.
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