Wednesday, October 28
1:00 PM-2:00 PM EASTERN
(10:00 AM-11:00 AM PACIFIC)
Course Objective:
A profitable year doesn’t happen by accident. Without a clear budget, it’s easy to set revenue goals without fully understanding the labor, overhead, pricing, and cash flow required to actually hit them. The good news is you don’t need to be an accountant to build a useful financial plan. You just need to know which numbers matter and how they work together.
Join James Leichter, Founder of Aptora and acclaimed industry consultant, for a fast-paced masterclass designed to help you start building your 2027 budget with confidence. James will walk through the framework he uses to help HVAC and field service businesses map revenue, plan labor, allocate overhead, and identify potential cash flow or pricing gaps before they become problems. You’ll also see him build a simplified budget live and get tools you can use to continue working through your numbers after the session.
In This Masterclass, You’ll Learn How To:
Questions:
Contact David Delgado
619-203-5692 | ddelgado@egia.org
Presenter

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