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Bootcamp

Let’s get real about your numbers: why financials matter in home services

Who on your team needs to understand the money

Accounting made simple for busy contractors

Set up your business filing cabinet the right way

Build a contractor-friendly chart of accounts

Double-entry without the headache

Check your books with a quick trial balance

What counts as an asset in your shop

Understanding your liabilities (and keeping them in check)

Owner’s equity: what you really own

Balance sheet basics for contractors

Read a balance sheet with confidence

Income in the trades: what counts as revenue

COGS for field work: materials, subs, and labor on jobs

Overhead that keeps the doors open

Income statement (P&L) made practical

Walkthrough: sample income statement

Checkpoint: accounting fundamentals

SECTION 2 P&L is just simple math (and how to use it)

Dial in your job costs: what belongs in COGS

The lines on your P&L that make or break a contracting company

Gross profit explained in plain English

Gross margin vs. gross profit: don’t mix them up

Calculate gross profit and gross margin like a pro

Overhead you can control (and how)

Fixed overhead: the bills that never take a day off

Checkpoint: P&L, COGS, and gross profit

SECTION 3 KPIs that actually move the needle

How our HVAC company tracks what matters

Use financial ratios to stay on track

Checkpoint: KPI and ratio basics

SECTION 4 Cash flow that actually works for seasonal trades

Checkpoint: cash flow fundamentals

SECTION 5 Price jobs to hit your target margin

Know your target: set the right gross margin %

Step-by-step: calculate the selling price

Set a labor rate that covers costs and profit

Labor rate when productivity isn’t 100%

Include bonuses and incentives in your labor math

Price with maintenance agreement discounts in mind

Final quiz: P&L, forecasting basics, and job costing

Course feedback and what you want next

Finance Fundamentals for Home Services Contractors: P&L, Forecasting, Job Costing is a practical, no-jargon course built for owners and managers in HVAC, plumbing, electrical, and other field-service trades. If you’re tired of guessing at margins, unsure where your money goes, or pricing jobs by gut feel, this program gives you the playbook to run your numbers with confidence. You’ll learn the essentials—how to set up your books correctly, read a balance sheet and income statement (P&L), separate true job costs from overhead, and calculate gross profit and gross margin the right way. We’ll translate accounting concepts into contractor language, show you which P&L lines make or break a trades business, and teach you how to build KPIs that actually drive results. You’ll also get step-by-step guidance on labor rate setting, pricing for target margins, and cash flow tactics that work in seasonal industries. By the end, you’ll know how to use your financials to forecast, price profitably, and make decisions that protect cash, grow gross profit, and improve net. Whether you’re just getting organized or ready to level up your financial leadership, this course gives you the tools, templates, and confidence to run a healthier, more profitable shop.

Finance Fundamentals for Home Services Contractors: P&L, Forecasting, Job Costing

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            <p>Numbers don’t have to be scary, and they definitely shouldn’t run your business—you should. Finance Fundamentals for Home Services Contractors: P&L, Forecasting, Job Costing is a practical, boots-on-the-ground course built for busy owners and managers in the trades. We start by cutting through the noise: why financials matter, who on your team needs to understand the money, and how to set up simple systems that actually get used. You’ll create a contractor-friendly chart of accounts, understand assets, liabilities, and owner’s equity, and read a balance sheet without squinting. Then we’ll make the income statement (P&L) feel like second nature—what counts as revenue, what belongs in COGS for field work, and how overhead really behaves in a home services company.</p>

<p>From there, we turn understanding into control. You’ll dial in the lines on your P&L that make or break profitability, nail gross profit vs. gross margin (and calculate both quickly), and get clear on which overhead costs you can actually manage. We’ll highlight KPIs and financial ratios that move the needle in seasonal trades, plus show how our own HVAC company tracks what matters. You’ll build cash flow habits that survive slow months, then price work with confidence: set the right gross margin target, calculate selling price step by step, and establish a labor rate that covers real costs—including productivity dips, bonuses, and maintenance agreement discounts. Along the way, quick checkpoints make sure the concepts stick. The result: a straightforward playbook to run a healthier, more predictable, and more profitable shop.</p>
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