Accounting
Basics for Contractors:
Transforming Financial Statements into
Management Tools
Originally
presented on Tuesday, December 8, 2009,
2:00 – 3:30 p.m. Eastern
Attendees
qualify for 1.5 BPI CEU's
Web Exchange
Resources
Watch
the Webinar
Push Play (below)to Begin
MS Excel Workbook
CLICK HERE
to
download MS Excel workbook of financial statement
templates for a $1 million company.
Printable Presentations
Below you will find PDF's of the slideshows from todays
web exchange for printing.
Download Webinar as a WMV file-Click
here (89 MB)
File will take a while to download due to size.
Jeff Landry, President/Partner, Air Solutions, Inc.
withDoug Romero, Residential Sales Vice
President, and
Melissa Landry, Bookkeeper, Air Solutions Inc.
Air Solutions, Inc., headquartered in Groves, Texas,
been a family owned and operated business for over 45
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. Doug Romero is a Vice
President of Groves Chamber of Commerce.
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 marketing manager for Lennox
Industries, as general manager for an HVAC service
business in Mobile, Alabama, 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.
UtilityExchange.org produces in-person and web-based activities where utilities, energy-related organizations, and contractors may learn and network regarding energy efficiency, renewable energy, customer service, marketing, sales, and enhanced business operations. UtilityExchange.org is an affiliate of the Electric & Gas Industries Association, a non-profit organization dedicated to advancing energy efficiency and renewable energy solutions.
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.
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 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.
utility • energy efficiency exchange • home energy makeover • demand
response • climate change • conferences • meeting • ELECTRIC AND GAS
INDUSTRIES ASSOCIATION •
Ed Thomas
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 marketing manager for Lennox
Industries, as general manager for an HVAC service
business in Mobile, Alabama, 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.
.jpg)
