When
Thursday, October 15, 20269:00 AM CST - 4:30 PM CST
Where
ONLINE
Buford and Kim Martin have spent over 35 years in the trades industry. After earning her accounting degree, Kim started working for a HVAC/Plumbing wholesale company as a 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 an 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 a great passion to help contractors achieve their goals.
Financials 105: Cash Forecasting & Month-End Close
Strong businesses don't just track profits; they actively manage cash and maintain clean, reliable financials. This class focuses on two critical areas that directly impact business stability and growth: cash forecasting and an efficient month-end close.
Key Takeaways
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Understand and protect your cash position
Learn how to forecast cash effectively to prevent shortfalls, sustain day-to-day operations, and confidently plan for future investments. -
Create reliable, decision-ready financials
Master month-end close best practices that ensure your financial data is accurate, consistent, and ready to support informed business decisions. -
Implement repeatable systems, not guesswork
Walk away with practical tools, including a cash forecasting spreadsheet and a month-end checklist, that can be immediately implemented and shared across your team.
- Owner/CEO/President
- General Manager
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.
Members & 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.
Members & 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.