Welcome to the resource page for Planning For Profit™ Workshop Alumni. The tools on this page will compliment the material we covered during the workshop.

New for 2024: Roadmap to Success

New to Grandy & Associates in 2024 is our Roadmap to Success™ program! The Roadmap to Success courses will guide you through 8 specific areas in your company you have to master to operate a more profitable, less stressful business. Each course contains strategic exercises where you will customize what you learn to fit the needs of your team and the customers you serve. As a Planning for Profit alumni, you have exclusive access to our discounted price!

Take advantage of this exclusive alumni pricing!

Roadmap to Success Includes the Following:

Course 1: Mission, Values, & Culture.

Course 2: Message and Marketing.

Course 3: Profitable Products.

Course 4: Sales Process.

Course 5: Team Alignment.

Course 6: Pricing & Cashflow.

Course 7: Communication Skills.

Course 8: Legacy.

Haven’t Taken It Yet?

Live Online Classroom Sessions

Each quarter we bring you great additional information and ideas that compliments the information you learned in the workshop.

Maintenance Agreements

January 31, 2024 12:00-1:00pm CST

Register for all four of the webinars now even if you’re not sure if you can make it. We will send you a reminder before the webinar and we will record it and send you a link to view it at your convenience.

Cash Flow & Collections

May 1, 2024 12:00-1:00 pm CST

Tax Tips

September 20, 2024 12:00-1:00 pm CST

New Year Data Rollover

December 6, 2024 12:00-1:00 pm CST

Planning for Profit Additional Resources

Access Commission Worksheets, Employee Performance Appraisals, a Family Budget spreadsheet, and more!

Helpful Videos

What If Scenario

Effect of Lost Materials

Adding Month-by-Month Budget to QuickBooks

Activating the Next Model Year.

Calculating actual billable hours per month using the Monthly Billable Hours Spreadsheet.

Get Access to the Billable Hours Spreadsheet Here!

New Updates to the Job Pricing Calculator

All Access Membership

Get access to our Contractor Academy that gives you all of our courses for a low monthly cost.

Live Training

Some training requires live instruction. Choose between in person or an instructor led online class, led by our experienced instructors.

On-Demand Courses

Browse our course catalog to see what is available in the Contractor Academy all access membership.

Blog

Tips and industry knowledge to help you grow your business.

Roadmap to Success

This program will take you through 8 specific areas of your company you must master to run a more profitable, less stressful business.

Planning For Profit Software

The most recognized company modeling software available.

Additional Products

Purchase additional one-off products to help your business growth.

Welcome to the resource page for Planning For Profit™ Workshop Alumni. The tools on this page will compliment the material we covered during the workshop.

New for 2024: Roadmap to Success

Roadmap to Success Includes the Following:

Course 1: Mission, Values, & Culture.

Course 2: Message and Marketing.

Course 3: Profitable Products.

Course 4: Sales Process.

Course 5: Team Alignment.

Course 6: Pricing & Cashflow.

Course 7: Communication Skills.

Course 8: Legacy.

Live Online Classroom Sessions

Maintenance Agreements

January 31, 2024 12:00-1:00pm CST

Register for all four of the webinars now even if you’re not sure if you can make it. We will send you a reminder before the webinar and we will record it and send you a link to view it at your convenience.

Cash Flow & Collections

May 1, 2024 12:00-1:00 pm CST

Tax Tips

September 20, 2024 12:00-1:00 pm CST

New Year Data Rollover

December 6, 2024 12:00-1:00 pm CST

Planning for Profit Additional Resources

What If Scenario

Effect of Lost Materials

Adding Month-by-Month Budget to QuickBooks

Activating the Next Model Year.

Calculating actual billable hours per month using the Monthly Billable Hours Spreadsheet.

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