anchor financial

Financial Process

Think Tank Questions Discussed

  • Are you in the Financial Genius Zone or Financial Danger Zone?
  • Would you be satisfied if you repeated 2022 in 2023? If so, why?  If not, why?
  • Mastering Your Results Financial Process Review
  • TCODB Tracker Tab Year to date Nov.2020 / Nov. 2021 / Nov. 2022 review
  • Utilizing the Anchor Report and established formulas to calculate your TCODB


Powerpoint PDF

  • Anchor Library review
  • Reporting Forms discussed
  • PPP Money Questions
  • GS Labor cost – where to show and how? FYI: A firm decision on the answers to the questions asked will be forthcoming

Topics discussed

  • Overview of Anchor Financial Process
  • Overview of the Financial Reporting Process
  • The reporting template
  • The reporting instructions
  • Reasons to do it yourself
  • Brian shares some of his aspects of budgeting

Your money is in the numbers! Andy, Joe N. and Joe E. each share some of their valuable experience with numbers.

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