When
Thursday, August 6, 20269:00 AM CST - 4:30 PM CST
Where
Service Nation Headquarters
901 W. Walnut Hill Ln., Ste. 130B
Irving, TX 75038
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.
For questions about this event, contact:
Service Nation, Inc.
sntraining@servicenation.com
or call 469-293-8820
Accomodations
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.
If you still need help, please email sntraining@servicenation.com or call 469-293-8820
Financials 102: Leveraging Breakeven for Pricing / Budgets and Managing Money
This two-day interactive workshop, led by Buford and Kim Martin, builds on the foundation of Financials 101 and is designed for those ready to take a deeper dive into financial management. You'll go beyond the basics of bookkeeping and explore how to interpret financial statements at a higher level, measure performance against KPIs, and use financial data to guide smarter business decisions. Through a mix of group learning and one-on-one guidance, you'll walk away with personalized insights and practical tools you can immediately implement to strengthen your company's financial health and profitability.
Prerequisite: Completion of Financials 101 or a review of your current financial statement setup is recommended.
Key Takeaways
An interactive class by studying a sample company, as well as an allotted time to use your company's data.
- 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 the 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 effectively use financing.
- What is break-even, and how to use B/E to increase profits.
- Enhanced Key Performance Indicators
- 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.