The Back-Office Blueprint
Connect the accounting, parts margin, controls, and reporting behind a healthy operating company.
The Back-Office Blueprint connects what happens at the counter and on the floor to what appears in the financial statements. Owners work through the weekly reporting rhythm, parts and labor margin, month-end discipline, and the controls that make the numbers usable. The goal is to know what to inspect, what to ask the accounting team, and which operating decision the numbers are pointing toward.
Who it is for
Owners, controllers, bookkeepers, and office leaders who want more confidence in the numbers and a stronger operating connection to the back office.
Upcoming dates
- September 25, 2026Houston, TX · $1,500 / seatRegister
What you will work through
- 01Read the P&L as an operator instead of delegating the explanation
- 02Connect parts and labor decisions to gross profit
- 03Understand which reports belong in the weekly review
- 04Build a cleaner close and month-end reporting rhythm
- 05Identify control gaps that deserve owner attention
- 06Turn a financial variance into a specific operating action
How it works
Count it
Know where the source numbers come from and whether the categories match the business.
Review it
Build a weekly and monthly rhythm that surfaces margin, cash, and control issues early.
Act on it
Translate the financial signal into a decision for the counter, floor, parts, or staffing.
Who leads it
Matt Keys
Matt connects shop-floor decisions to accounting, margin control, reporting, and the owner’s weekly financial review.