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Accounting
Basics for Contractors:
Transforming Financial Statements into
Management Tools
Qualifies for 1.5 BPI CEU
Originally presented on
December 8, 2009
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Audio/Video
Recording
with
Presentation Slides
Once registered, you
will receive an e-mail with information on how to access
post-event recordings and any other event material. |
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Discover how to leverage information from financial
statements to enhance the accountability and
profitability of your business. This session focuses
on those aspects of the financial statement that are
key to profitable day-to-day management of a
contracting firm. Skills and insights that you will
gain include:
•
Developing your Financial Statement
• Departmentalizing your Financial Statement
• Calculating Breakeven
• Understanding Financial Ratios
• Forecasting and Budgeting
Hear a
candid assessment from the president, sales vice
president, and bookkeeper for a family-owned
contracting firm that is learning to use its
financial statements to drive management decisions.
Bonus! All registrants will receive an MS Excel
workbook with financial statement templates for an
example residential home improvement contracting
firm with $1 million in annual sales that includes:
•
Proforma
• Break Even Worksheets for Residential
Installation Sales and Audit Service
• Monthly Cash Flow Analysis Worksheet
Who
should attend? This web-based session is designed to
be attended jointly by owners, senior management,
accountant/bookkeeper staff, and other key employees
with companies focused on Home Performance and other
residential and small commercial remodeling,
replacement and contracting services with annual
sales of at least $500,000 annually. Plan to bring
together all the key players around one computer
screen and a speaker phone for one registration fee.
Can’t get everyone together at this date/time to
participate? No problem, register anyway,
participate live with those from your organization
who can make it, and you will receive a video/audio
recording link afterwards to share with others in
your organization.
Event
Presenters:
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Jeff Landry, President/Partner, Air Solutions, Inc.
with Doug Romero, Residential Sales Vice
President, and
Melissa Landry, bookkeeper, Air Solutions Inc.
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 Air
Solutions, Inc., headquartered in Groves, Texas,
been a family owned and operated business for over
4 years. It is a Trane heating and cooling
system dealer, about 65% residential, and also that also performs
some Construction Management and Residential
Electrical Services. The business has grown from two
to fifteen employees
over the years, and continues to grow. Today, it has
annual sales of about $3 million with double-digit
net profit
 with very little advertising. |
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John N. Garofalo,
Partner, John N. Garofalo & Associates |
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 John
Garofalo has 30 years of industry and consulting
experience. Starting out at Southern Bell in the
early 1970s, John began his dual career focusing on
marketing and leadership development, with stints in
sales and sales management, as well as serving as an
instructor and manager for their Executive Learning
Center. Throughout his career, John has leveraged
these experiences serving as Dealer Marketing Manager for
Lennox Industries, as General Manager for an HVAC
service business in Mobile, Alabama with $5 million
in revenue with 15% net profit, as Operations
Manager of GroupMAC’s Residential Group, and later
as President for Encompass Residential Services. At
Encompass, he was responsible for 35 acquired
businesses generating $350 million in annual revenue
and $35 million in free cash flow. John’s innovative
marketing programs focused attention on building
sales in the coveted maintenance and replacement
markets. Interspersed throughout this career, John
has served the HVAC and other industries in a
consulting and leadership development capacity,
clocking over eight years in this rewarding arena. |
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Registration fees:
• FREE to
individual BPI accredited, EGIA member, and Efficiency First
member contracting firms
• $95 for other individual residential and small commercial
contracting firms ($195 after
Dec. 7)
• $195 for groups of multiple contracting firms and other
organizations (i.e. utilities, manufacturers/distributors,
etc.) ($295 after Dec. 7)
Contractor Web Exchange fee includes unlimited access
for anyone in your organization to presentation slides with
an audio/video recording of the presenters and question-and-answer
discussion. Full contact information for all presenter is
provided so you may contact them directly to ask your own
questions.
Audio/Video
Recording
with
Presentation Slides
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This Contractor Web Exchange is
co-hosted by Building Performance Institute,
Electric & Gas Industries Association, and
Efficiency First with promotional
consideration provided by HVACReducation.net and
GrEEnCollarEdu.net.
.jpg) The Building
Performance Institute, Inc.
(BPI) is a
recognized global leader, supporting the development
of a highly professional building performance
industry through individual and organizational
credentialing and a rigorous quality assurance
program. BPI works with building performance
industry stakeholders to ensure that the
professional bar for excellence in building
performance contracting is established and
maintained by creating and regularly
updating technical requirements through an open,
transparent, consensus-based development process.
 The Electric & Gas Industries Association (EGIA)
is a non-profit organization that serves a
nationwide network of over
2,500 installation contractors, regional
distributors, product manufacturers and other trade
allies delivering energy efficiency and renewable
energy solutions to millions of homes and
businesses. EGIA also delivers services on behalf of
electric, gas, water utilities and municipalities,
including financing, rebate program administration
and rebate processing; contractor network
management, training and certification; and sales
channel development and support. EGIA has
facilitated the financing of over 40,000 residential
and business projects valued in excess of $500
million, and has administered over $250 million in
rebate payments.
 Efficiency
First is organized so that the Home Performance
Workforce can be represented in both National and State
level policy conversations. Efficiency First is dedicated to
retrofitting of America's homes, building the industry
infrastructure to create jobs, and reducing energy
consumption, carbon emissions, and our dependence on foreign
oil. Efficiency First represents America's Home Performance
Workforce, ranging from energy auditors and raters to
contractors who are the front line of our climate battle,
embodied in green-collar jobs from weatherization to HVAC.
Promotional
consideration provided by:
Affordable Comfort, Inc.
(ACI)
convenes thought leaders in home energy efficiency
to provide cutting-edge events focused on home
performance, green building, and “house-as-a-system”
training for building trades, housing groups, and
program professionals. ACI’s vision is that every
family has a home that is energy efficient, durable,
comfortable, affordable, healthy, and safe.
www.affordablecomfort.org
Home Energy
Magazine.
Home Energy
magazine’s mission is to disseminate objective and
practical information on residential energy
efficiency, performance, comfort, and affordability.
It is the only magazine that thoroughly covers
residential comfort issues from the only approach
that really works, systems engineering.
Web Exchange registrants receive $20 off a one-year
subscription.
Learn More (PDF)
HVACReducation.net and
GrEEnCollarEdu.net. HVACReducation.net, founded in 2000,
provides access to complete, comprehensive and growing
online education programs, recognized by the leading experts
in the HVACR industry as the primary online education
resource. Courses are available 24 hours a day, 365 days a
year for the convenience of adult learners. Courses are
guided by skilled industry professionals who maintain
contact with each enrolled student. Quality education,
student success, and exceptional customer service are the
primary objectives. GrEEnCollarEdu.net is a service of
HVACReducation.net. It is your source for comprehensive
education and training programs that support nationally
recognized standards from across the green building and
green trades industries in areas such as building
performance, renewable energy systems, green remodeling,
insulation, air sealing, fenestrations, and the HVAC/R
industry. |
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