Course Description


Thursday March 18, 2021
9:00 AM CST - 4:00 PM CST 

Friday March 19, 2021
9:00 AM CST - 4:00 PM CST


This is an online event 

About the Instructors

John and VickiWith more than 70 years of teaching and business experience between them, John and Vicki LaPlant are two of the most respected and sought-after trainers and business consultants in the HVAC and Plumbing industry today.


Service Nation Training 
Service Nation, Inc. 
(877) 262-3341

*ONLINE* March 18 - 19, 2021 - Introduction to Balance Sheet & Cash Flow 

Who this class is for:
While anyone who is interested may attend, the target audience for this class is:

Business Owners, Chief Financial Officers, and Bookkeepers
What the class will cover:

These small workshops are limited in size, but provide hands-on training in key areas. Instructors will help you understand the interaction of the income statement, balance sheet and cash flow statement. 

The most successful companies know how to read the story these 3 financial statements tell and how and where to make adjustments in order to make the business even more successful, profitable and less cash constrained.  You will use your company financial statements, outline the story they tell and lay out a tactical plan for enhancing the story.  Because the class will be limited to 8 companies, you'll receive personalized assistance throughout the workshop.

  • Introduction to the Balance Sheet & Cashflow Projection
  • What is the difference between an Income Statement & a Balance Sheet
  • Basics of a Balance Sheet
  • Categories / Accounts on a Balance Sheet
  • How a Balance Sheet Works
  • How a Balance Sheet Helps Company Management Make Decisions
  • How Transactions Impact Balance Sheets
  • Profitability Ratios
  • Solvency Ratios
  • Efficiency Ratios
  • Cash Flow Projection
  • What is a cash flow statement?
  • Realities of a Cash Flow
  • Where is the money my accountant says I made in Profits? Two Examples of Cash Flow Projections
  • Relationship of Profit and Cash Flow
  • Two Examples of Cash Flow Projections

What you need to bring:

It's always useful for attendees to bring a laptop or tablet, as well as relevant numbers from the business to use in class.

Service Nation 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, SNA 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.

User Cancellation Policy

Free Classes
No fee if notified at least 10 business days prior to event.
$499 fee per registrant if notified less than 10 days prior to event, or if registrants don't attend.

Paid Classes
100% refund if notified at least 10 business days prior to event. 
No refunds if canceled less than 10 days prior to event, or if registrants do not attend.

To cancel attendance for any training event, call 877-262-3341 or send an email to with course title, start date, and registrant's names.