Virtual Workshops – Oilfield Trucking Financial Diagnostics

The year 2026 is the year to gain “clarity”!

“I help trucking companies take their financial statements to the next level by applying meaningful diagnostics which in turn provides clarity, control and better decision-making that removes current and future uncertainties.

“I start where your CPA leaves off – I take financial statements and convert them into operational decisions.”

Join us in these powerful, virtual workshops and learn where you stand right now. Avoid the confusion and uncertainty.

Here is the Workshop Agenda:

Topics:

• We start with examples of financial statements (Profit and Loss Statement, Balance Sheet, Cash Flow Statement),
• We look at direct (variable) and indirect (fixed) expenses,
• We calculate the break-even point,
• We look at cash flows and make projections,
• We calculate profit margins,
• We look at revenue and expense trends for the next three to six months,
• We look at debt to equity,
• We look at important ratios to learn areas of strength or weakness,
• Plus more as needed …

Session Times and Duration:

• The Second and Third Wednesday of Each Month,
• Approx. 60-90 minutes per session,
• Sessions run continuously – come and go as you please,
• Schedule subject to change …

Cost:

• $30 per person, per session

Who This Is For and Not For:

This Is For:

• Owner-operators,
• Small fleet owners (up to ~25 trucks),
• People who already feel financial pressure or lack certainty …

This Is NOT For:

• Those looking for specific financial or operational advice …

Lastly … this is NOT

• Bookkeeping clean-up,
• Income or payroll tax preparation,
• Load sourcing,
• Dispatcher work …

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If you have any questions, please call me at 915-526-5252 (Cell), Or

Click Here To Send Me an Email