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The Back-Office Blueprint

Connect the accounting, parts margin, controls, and reporting behind a healthy operating company.

Format
1 day · Houston · 40 seats

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.

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

01

Count it

Know where the source numbers come from and whether the categories match the business.

02

Review it

Build a weekly and monthly rhythm that surfaces margin, cash, and control issues early.

03

Act on it

Translate the financial signal into a decision for the counter, floor, parts, or staffing.

Who leads it

Matt Keys

Matt Keys

CFO · NetSuite-certified CPA

Matt connects shop-floor decisions to accounting, margin control, reporting, and the owner’s weekly financial review.

Plan your trip

Houston metro · served by HOU + IAH

The exact venue for this intensive is confirmed during registration and sent by email. Use the Houston guide now to compare airports and understand the area.

Your registration email is the final authority for the date, location, and arrival instructions.

2027 Key2Key dates

Key2Key brings shop owners to Houston for two days of training on the Auto Hospitality operating model. The work follows a customer and a car from the first phone call through pickup, then shows the owner how to train the standard and review the numbers each week.

January 2027
FriJan 15
Coming soon
Courtyard by Marriott Houston I-10 West/Memorial · Houston, TX
Sat–SunJanuary 16–17, 2027
Key2Key Weekend
Courtyard by Marriott Houston I-10 West/Memorial · Houston, TX
Sat–SunJanuary 16–17, 2027
Key2Key Courtside
Adams Automotive in The Woodlands · The Woodlands, TX
February 2027
FriFeb 19
Coming soon
Courtyard by Marriott Houston I-10 West/Memorial · Houston, TX
Sat–SunFebruary 20–21, 2027
Key2Key Weekend
Courtyard by Marriott Houston I-10 West/Memorial · Houston, TX
Sat–SunFebruary 20–21, 2027
Key2Key Courtside
Adams Automotive in The Woodlands · The Woodlands, TX
March 2027
FriMar 19
Coming soon
Courtyard by Marriott Houston I-10 West/Memorial · Houston, TX
Sat–SunMarch 20–21, 2027
Key2Key Weekend
Courtyard by Marriott Houston I-10 West/Memorial · Houston, TX
Sat–SunMarch 20–21, 2027
Key2Key Courtside
Adams Automotive in The Woodlands · The Woodlands, TX
April 2027
FriApr 23
Coming soon
Courtyard by Marriott Houston I-10 West/Memorial · Houston, TX
Sat–SunApril 24–25, 2027
Key2Key Weekend
Courtyard by Marriott Houston I-10 West/Memorial · Houston, TX
Sat–SunApril 24–25, 2027
Key2Key Courtside
Adams Automotive in The Woodlands · The Woodlands, TX
May 2027
FriMay 21
Coming soon
Courtyard by Marriott Houston I-10 West/Memorial · Houston, TX
Sat–SunMay 22–23, 2027
Key2Key Weekend
Courtyard by Marriott Houston I-10 West/Memorial · Houston, TX
Sat–SunMay 22–23, 2027
Key2Key Courtside
Adams Automotive in The Woodlands · The Woodlands, TX
June 2027
FriJun 18
Coming soon
Courtyard by Marriott Houston I-10 West/Memorial · Houston, TX
Sat–SunJune 19–20, 2027
Key2Key Weekend
Courtyard by Marriott Houston I-10 West/Memorial · Houston, TX
Sat–SunJune 19–20, 2027
Key2Key Courtside
Adams Automotive in The Woodlands · The Woodlands, TX
July 2027
FriJul 23
Coming soon
Courtyard by Marriott Houston I-10 West/Memorial · Houston, TX
Sat–SunJuly 24–25, 2027
Key2Key Weekend
Courtyard by Marriott Houston I-10 West/Memorial · Houston, TX
Sat–SunJuly 24–25, 2027
Key2Key Courtside
Adams Automotive in The Woodlands · The Woodlands, TX
August 2027
FriAug 20
Coming soon
Courtyard by Marriott Houston I-10 West/Memorial · Houston, TX
Sat–SunAugust 21–22, 2027
Key2Key Weekend
Courtyard by Marriott Houston I-10 West/Memorial · Houston, TX
Sat–SunAugust 21–22, 2027
Key2Key Courtside
Adams Automotive in The Woodlands · The Woodlands, TX
September 2027
FriSep 17
Coming soon
Courtyard by Marriott Houston I-10 West/Memorial · Houston, TX
Sat–SunSeptember 18–19, 2027
Key2Key Weekend
Courtyard by Marriott Houston I-10 West/Memorial · Houston, TX
Sat–SunSeptember 18–19, 2027
Key2Key Courtside
Adams Automotive in The Woodlands · The Woodlands, TX
October 2027
FriOct 22
Coming soon
Courtyard by Marriott Houston I-10 West/Memorial · Houston, TX
Sat–SunOctober 23–24, 2027
Key2Key Weekend
Courtyard by Marriott Houston I-10 West/Memorial · Houston, TX
Sat–SunOctober 23–24, 2027
Key2Key Courtside
Adams Automotive in The Woodlands · The Woodlands, TX
December 2027
FriDec 3
Coming soon
Courtyard by Marriott Houston I-10 West/Memorial · Houston, TX
Sat–SunDecember 4–5, 2027
Key2Key Weekend
Courtyard by Marriott Houston I-10 West/Memorial · Houston, TX
Sat–SunDecember 4–5, 2027
Key2Key Courtside
Adams Automotive in The Woodlands · The Woodlands, TX
Dates and available classes are confirmed during registration.Class details, agendas & FAQs

Tell us what is stuck. We will help you choose.

Next training date
Nov 21–22