financial report

Anchor Financial Process

on June 8, 2021

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SOP Formation and Review

0407–3-SOP – Financial YOUTOOLS Review

So valuable Brian wanted to share it with everyone!

Massive Takeaways:

Just one more car per day
Must use all FIVE Tools
Page 6 of the Anchor (most valuable)

Questions answered:

Which comes first: Financial Savvy or Financial Health?
What do these have in common?
When are they used? Why are they used?
Why the ScoreCARD and the Anchor Report?

Anchor Report
ScoreCARD
Daily Snapshot
Budgeting for Profits Spreadsheet
Trending Tool

Documents

Anchor Financial Process Zoom Meeting

on March 20, 2020

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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.