Wednesday, February 15th, 2023
9:00 AM CST - 12:00 PM CST
This is an online event
What is Beyond Boot Camp?
The Beyond Boot Camp series was created to give Alliance members additional information and training that we weren't able to squeeze into our regular Boot Camp. These short online classes will fill in some of the gaps and expand on topics we feel you need to know.
Prior attendance at a live Boot Camp isn't required, but it's recommended. Classes are short, usually 2-3 hours, and anyone from your company can attend.
About the Instructor(s)
Trainer: Kim Martin
Kim Martin was Co-Owner with her husband, Buford Martin, of Martin's Heating & Air for over 15 years and has worked in the HVAC/Plumbing business for over 30 years. They recently sold their business and now Kim is enjoying providing education and training for companies in the HVAC industry. She has an accounting degree from the University of Ozarks in Arkansas. She specializes in the financial side and strategic planning of the company.
Beyond Boot Camp: Month End Close
It's time to review your monthly financials. Did you close out the month?
The first step in analyzing your company's financial results is having current and accurate financial statements. During this session of Beyond Boot Camp, Kim Martin will go step by step through a Month End Close that will provide best practices on reviewing the the timing of your transactions along with verifying the balances.
- Verify your CRM system balances with your accounting system
- Verify Balance Sheet Accounts (reconciling bank accounts, accounts receivable, proper listing of fixed assets and liabilities and other debt)
- Verify Profit and Loss Accounts (such as revenues, cost of goods, and expenses including interest depreciation entries)
Who should attend this course?
While anyone who is interested may attend this course, the target audience is:
- Office Manager
What you need to bring:
- Attendees must access this online workshop from a computer.
- If necessary, the trainer will provide tools and templates to the attendees via email (sent to the email address registered) the business day prior to the start of the workshop.
Class Cancellation Policy
On occasion, due to unforseen circumstances, or for circumstances beyond our control, a class may have to be cancelled. We will avoid these cancellations if at all possible.
One of the causes of a cancelled class may be low enrollment. If a class does not meet the minimum enrollment (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 of the cancellation, 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.