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Ready to skyrocket your HVAC business without breaking the bank? Join Sera Systems for an eye-opening webinar where you’ll learn why growth doesn't have to drain your wallet and why understanding financial statements is your secret weapon.
This workbook is designed to complement part one of Sera’s “Understanding Your Financial Statements” workshop series, which covers one of the most crucial financial documents for any business: the Profit and Loss Statement (P&L). The P&L statement is more than just a collection of numbers; it's a regular health check for your business. By understanding the parts of the P&L and learning how to analyze them effectively, you can make informed decisions to help you unlock business growth. In this workbook, we'll break down the basics of the P&L, explore key metrics, and document the next steps for your business. You can use the workbook to follow along as you listen to the P&L workshop, or you can use it to refresh your memory on what you learned. Either way, it will help you take the next step in understanding your business on a deeper level.
"How to Read Your Financial Statements," will dive into the essential skills and knowledge needed to decipher the financial report card of your business, and take a deep dive into the key metrics you need to run an efficient business, including: - Defining the concepts you need to know to perform - Reading your financial statements - How to use financial ratios - Practical tips to measuring success
Use this worksheet to get a big-picture understanding of your home service business and start planning your goals. Later, you can use it to measure your success!
Brandon Fentress, owner of Brandon’s Heating & Air, is no stranger to using field service management (FSM) software to run his Topeka-based business. He’s spent the last 10+ years looking for a way to show customers accurate pricing prior to starting a job.
If you’re a small business owner in the home service industry, it can sometimes be hard to know where you need to focus your time. You’re trying to grow the business, deal with the daily chaos of day-to-day operations, and probably still feel the pressure to serve customers yourself. But you need to step back and get a holistic understanding of your business to really unlock growth. No one knows this better than Chaz Mills, who founded Texas Pride Heating & Air in 2019. After struggling with two previous field service management (FSM) solutions despite being tech savvy, Chaz found that what he really needed was simplicity.
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Sera has several outstanding elements which we could talk about all day long. However, we'd rather have you hear firsthand from Sera users and what they like about Sera!