Annual Business Review & Goal Planning 3 hours – #010-003

This course provides a step-by-step process for comprehensive annual performance review of your business during the past year, and how to set goals and make improvements for next year.  Issues include proper calculation of overhead expenses, projections, sales-to-leads ratio, sales performance, inventory, staff training and review.  Other issues include how to properly calculate sales goals, gross and net profit, gross margins, job-costing, and owner’s compensation. Instructor: Michael Stone, former residential contractor, author and consultant for over five decades.  Author of “Markup & Profit: A Contractor’s Guide Revisited.”