Company Planning and Budgeting for the New Year

Tuesday, December 17 - Thursday, December 19

DoubleTree by Hilton Kansas City – Overland Park
10100 College Boulevard
Overland Park, KS 66210


This workshop qualifies for 8.33 CEU credits

Day 1 & Day 2:

8:00 AM-5:00 PM CENTRAL

Day 3:

8:00 AM-3:00 PM CENTRAL

Company Planning and Budgeting for the New Year

Embark on a transformative three-day journey with Contractor University as we dive deep into the essentials of Company Planning and Budgeting for the New Year. Led by James Leichter, this intensive seminar isn’t just about learning; it’s about applying real-world, battle-tested strategies to elevate your HVAC business to new heights.

You’ll gain insights and techniques honed from years of frontline business management experience. We’re not just handing over information; we’re equipping you with a powerful arsenal of files, templates, and spreadsheets – tools James has personally crafted and refined through decades of industry leadership.

Are you ready to revolutionize your approach to business and unlock unprecedented growth in the new year? Let’s make it happen together.

Here’s a glimpse of the tentative agenda:

Day 1 – AM

1. Strategic Planning for the New Year

  • Reviewing the Past Year: Successes and Lessons
  • Identifying Key Market Trends and Opportunities
  • Setting Goals and Objectives and how to Prioritize Them

2. Developing a Business Plan

  • Creating or Adjusting your Purpose, Vision, and Mission Statements
  • Building a Roadmap for Growth and Expansion
  • Identifying Potential Challenges and Mitigation Strategies
  • Aligning Business Plan with Industry Standards and Best Practices

Day 1 – PM

3. The Fundamentals of Financial Reports

  • Essential Reports and How to Get Them from any Software Program
  • Understanding Profit Centers and Departmentalization
  • Fixed vs. Variable Costs and Overhead Allocation
  • Financial Projections for the Upcoming Year

4. Financial Analysis and Performance Metrics

  • Key Financial Ratios and Indicators to Monitor
  • Using Financial Data for Strategic Decision Making
  • Regular Financial Reviews and Adjustments

Day 2 – AM

5. Sales and Marketing Strategies for HVAC Businesses

  • What Works – Current Trends and Techniques
  • Understanding Your Target Market
  • Branding and Positioning
  • Training and Development
  • Measuring and Analyzing Performance

6. Pricing Strategies

  • How to Price Systems, Services, and Products
  • Profit Margin Analysis and Optimization
  • Competitive Pricing and Value Proposition
  • Adjusting Prices in Response to Market Dynamics

Day 2 – PM

7. Cash Flow Management

  • Forecasting Cash Flow and Managing Liquidity
  • Strategies for Maintaining Positive Cash Flow
  • Managing Receivables and Payables

8. Creating a Comprehensive Budget

  • Step-by-Step Guide to Building a Business Budget
  • Allocating Resources for Operations, Marketing, and Expansion
  • Incorporating Contingency Plans for Unforeseen Expenses

Day 3 – AM

9. Tax Planning

  • Overview of Tax Requirements for Contractors
  • How to Select an Accountant (and know when you need a new one)
  • Understanding Shareholder Cost Basis
  • Important Tax Law Changes

Day 3 – PM

10. Implementing and Monitoring the Plan

  • It’s all About Execution – How to Stay Motivated
  • Tools and Systems for Effective Plan Implementation
  • Building and Using Dashboards
  • Monitoring and Performance Evaluation
  • Adapting and Adjusting the Plan as Needed

Please Note: The schedule is an approximation. The actual timing may vary. There will be plenty of time for questions.


Speaker Leichter

James R. Leichter
President & CEO, Aptora Corporation, Mr. HVAC LLC, RA Tax and Accounting Inc.

James is a successful entrepreneur and master mechanic whose accomplishments include being the founder of, the CEO and founder of Aptora, the President of RA Tax and Accounting and a partner with ProAmerican Investments.

James’ company is a website dedicated to improving the lives of contractors. It includes industry articles, specialized HVAC calculators, forms, templates and one of the most extensive operations manuals in the country. As the founder of Aptora corporation, he has created some of the most popular software programs in the service industry including Flat Rate Plus and Total Office Manager.

James is well known for his burning passion to help contractors and it shows in his unique speaking style. He has hosted management workshops all around the United States and has conducted onsite consulting since 1996 with hundreds of contractors.

Venue & Room Block Information

A limited amount of discounted overnight accommodations have been secured at the DoubleTree by Hilton Kansas City – Overland Park. The discounted room rate is $129 per night.

The room block cut-off date is Saturday, November 16th.

Register Now



Registration for this boot camp is limited to 3 registrants per company.

If you would like to register more than 3 registrants, please contact Member Services by calling (866) 502-2021 to add the additional registrant(s) to the waitlist for this event. You will be notified if we are able to accommodate your request by no later than 14 days prior to the event start date.

Premium2 Members:
2 Free Tickets, Then $799/person

Premium Members:
1 Free Ticket, Then $799/person

Plus Members:

Cancellation Policy:

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